How Do I Add Multiple Filers or Change the Existing Filer?

There will be scenarios in which you will need to have one
or more filers in your database, or you will need to replace the existing filer.

Adding New Filer to your Database

  1. Create a new Organization Record for the New Filer, and ensure
    the name is different than the original so they don’t get accidentally combined
  2. You will create the relationship links necessary. If linking
    to the same candidate for a different office, a new Candidate Record will need
    to be created to link to the new filer. If the Candidate Information is the same,
    you can use the existing record for the candidate.
  3. Navigate to Reports and select Compliance.
  4. Click on the Related Pages Button at the bottom and when the
    pop out box appears click on Manage Filers.
  5. Click on the +Add Filer Button.
  6. In the Entity field, enter the new Committee you just
    created and click on Add Filer. (You will likely see a warning about using up
    all your allotted filers. You will not need to worry about that.)

You will now have 2 filers in the account.

  1. Navigate to Lists and select Financial Accounts.
  2. Click on +Add Financial Account.
  3. Enter the details of the new financial account that will
    belong to the new committee and in the Filer field, select the newly added
    filer.
  4. Click the Save button.

This will create a new financial account and link it to the
new filer.

Replace Existing Filer in your Database

  1. Create a new Organization Record that is going to be the new
    filer. You will want to create the relationship links and if linking to the
    same candidate record, edit the Candidate Info section as well to match the new
    details.
  2. Navigate to Reports, and select Compliance.
  3. Click on Related Pages, click Manage Filers
  4. Click on the +Add Filer button.
  5. In the Entity field, enter the committee that is going to be
    the new main filer and click on Add Filer. (You will likely see a warning about
    using up all your allotted filers. Don’t worry about that)

You will now have 2 filers in the account.

  1. Navigate to Lists > Financial Accounts.
  2. Click on +Add Financial Account.
  3. Enter the details of the new financial account and in the
    Filer field, select the newly added filer.
  4. Click the Save button.

This will create a new financial account and link it to the
new filer. You may want to click the red X next to the old financial account to
avoid accidental data entry on the old filer if it’s no longer being used. The filer will not be deleted, only made Inactive.