| |
|
|
| |
Complete Southwest Financial Delivery |
|
| |
|
|
Once you’ve started the Southwest Financial
delivery process for your formfilling software, the Southwest Financial
Wizard opens.
- The Southwest Financial introduction appears. Read it and then,
click Next.
- Southwest Financial requires that certain guidelines be met whenever you
deliver a report to them. Since there’s no way to verify this by
scanning your PDF file for the information, you must manually verify each that
each condition has been met. Check each box to verify that each
requirement has been met and then click Next to continue.
- Before delivering the report, WinTOTAL runs a quick E&O check using
rules that Southwest Financial has hand selected. Once the check is complete,
WinTOTAL shows you the results to review and make adjustments. Just review the
details and click Next when finished.
- For a detailed view of the E&O details, click Detailed
View.
- Double-click an area to jump to that error on the major form.
- For a hard copy of the details, click Print. The
hard copy makes it easier to see what needs to be changed while you are
changing items.
- If you're report contains any "critical" errors, you must address them
before you can deliver your report to Southwest Financial. XSOM provides three
options you can use to address the errors.
- Cancel the Wizard and Make Changes - Cancels delivery
so you can update your report. Once you've addressed the errors, just start
the Southwest Financial delivery process again.
- Send a Review Report - If you believe the
"critical" error is inaccurate, click this option to request a delivery
override code from Southwest Financial. If they agree, they will send you an
override code so you can proceed through the report. Once you receive the
override code, just start the Southwest Financial delivery process again and
enter it when you arrive at the critical errors step again.
- Enter Review Override Code - If you received an
override code from Southwest Financial, choose this option to enter the code
and deliver your report.
- Finally, click Next and then click
Finish to deliver it directly to Southwest Financial.