How do I set up my Filer?
Setting up your Filer happens from the Compliance reports page.
- Navigate to the Reports tab, then to Compliance.
- Click on Add Filer in the bottom navigation bar.
- This will open up a wizard walking through your filer setup process.
The setup wizard will allow you to create new filer organization records if they do not already exist in the database. If the filer record is already in the database, you’ll have the ability to add or review a treasurer, as well as a candidate for candidate committees.
If in the rare instance you have a filer that is a non-political committee, click the link just above the dropdown used to search for records. This opens a similar setup wizard process.
Multiple Filers (and Joint Accounts)
Setting the Filer for joint accounts, or if you have multiple filers in one database, happens on the same page.
- Go to Compliance in the Reports Menu.
- Click the Related Pages menu button at the bottom of the screen and then click Manage Filers.
- At the bottom of the resulting screen, click Add Filer.
- This will again take you to the wizard, walking you through your filer setup process.
Inactive Filers
When a filer is no longer needed after the closure of an election cycle, it may be marked as Inactive. When inactive, it will not appear in drop-down menus as an option for any feature requiring an active committee filer association.
