Filing: State-Specific Workflows

Filing: State-Specific Workflows

This article outlines workflows that are specific to individual states within the application, including how to access and manage state license details.

Editing a State License

Introduction

This workflow shows how to access the state license registration page to view or update your license information for a specific state.

Steps

1. Navigate to the Thresholds page.
2. For the desired state, click the three-dot menu and select View Details to open the state’s Threshold Details page.
3. On the Threshold Details page, click the three-dot menu located in the upper-right corner.
4. Select Edit State License from the dropdown menu.
5. You will be taken to the State License Registration page, where you can confirm you have contacted support to request registration for that state and verify or update your state-specific license information as needed.

Summary

The Edit State License option provides a direct path to managing your state-specific registration details, ensuring your information remains current as part of your overall state-specific filing workflows.