Clear Capital
Delivery from SFREP

  TOTAL Connect Pro contract required
  MISMO XML delivery from other formfillers not supported
  Orders available through XSite and/or Mercury Network

If you haven't installed TOTAL Connect, click here for instructions.  Otherwise, to deliver your report to Clear Capital from SFREP:

  1. Make sure you have the latest updates for your software.
  2. Open your report in your formfilling software, click Orders on the upper left, and select Mercury Desktop Integration.

    TOTAL Connect Integration

  3. Enter your a la mode login information, check Remember my password to avoid re-entering your username and password each time you deliver, and click OK.

    Enter your a la mode login information

  4. Select the report pages to include, and click Create PDF.

    Create PDF

  5. In the Select delivery destination window, select Clear Capital, and click Next.

    Select Clear Capital

  6. At this point, TOTAL Connect attempts to detect an associated order.  If a valid, associated order cannot be found, you're prompted to manually associate one.  Select the correct order from the list and click OK.

    Associate Clear Capital Order

  7. The next step in the wizard displays the UARR results.  If any critical errors are detected, they must be corrected before proceeding.  Confirm that the report is acceptable:

    UARR Review

    Click here for information on submitting a review report.

    If a critical error is detected in your report, it must be corrected before continuing.  If you review your report and determine that no corrections are needed, you must submit a review report to obtain an override code:

    1. Click Next to proceed past the Errors & Omissions.
    2. Select Send a Review Report, and click Next.

      Send Review Report

    3. Enter your Name, E-Mail, Phone #, any Comments, and click Send.  If you have any questions about this process, or if you need help obtaining an override code, please contact Clear Capital for assistance.

      Enter Contact Information

    Click here for instructions on entering a Review Override Code.

    If you have obtained your override code from Clear Capital, follow the instructions below to override the results of the Errors & Omissions in the delivery wizard:

    1. Click Next to proceed past the Errors & Omissions.
    2. Select Enter Review Override Code, enter the Override code provided to you by Clear Capital, and click Next.

      Enter Review Code

    3. If a valid code is entered, you are now able to deliver your report.  Continue with step 8 below.

      If an invalid code is entered and you attempt to send the report, you receive a prompt requesting that you please enter a valid review override code.  Click OK and try entering your code again.  If you continue to have trouble with the override code, please contact Clear Capital for additional support.

  8. If this is your first time delivering a report using the Clear Capital plugin, you're required to acknowledge that you have read the AI Ready Conversion Details before proceeding.  Check the box on the lower left to indicate that you have read the details, and click OK.

    Conversion Details

  9. On the following screen, you're presented with a list of forms in your report:

    Review Supported Forms

    Review the information, select or deselect the necessary forms, and click Next.

  10. In some cases, the delivery wizard is unable to convert your digital signature.  If this screen appears, click Browse to locate and manually attach your digital signature file (and the supervisor signature if necessary).  Check the box to Reuse this signature the next time to avoid this step the next time you deliver, and/or click Next to proceed.

    Attach Signature File

  11. On the Final Screen, click OADI Viewer to review your report before submitting it to Clear Capital.  When you're finished, close the OADI Viewer to return to the delivery wizard.

    Launch OADI Viewer

  12. Once you've reviewed your report in the OADI Viewer, click Send to deliver your report to Clear Capital.  After clicking Send, the Delivery Results page indicates whether or not the delivery was successful, and displays the current report status post-delivery.  Click Close to exit the delivery wizard.

    Send To Clear Capital