Electronic
Partner Connection
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 Electronic Partner Connection 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 Electronic Partner Connection, and click Next.

    Select Electronic Partner Connection

  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 Order

  7. On the next screen, you're prompted to review the invoice.  Click Show Invoice to open your invoice in a separate window, make any adjustments or changes, and click Save & Close to return to the delivery wizard.  When you're finished, click Next to continue.

    Review Invoice Information

  8. The next screen requires you to verify that the delivery guidelines have been met.  Confirm the items by checking each box, and click Next to continue.

    Delivery Guidlines

  9. 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 Electronic Partner Connection for assistance.

      Enter Contact Information

    Click here for instructions on entering a Review Override Code.

    If you have obtained your override code from Electronic Partner Connection, 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 and enter the Override Code provided to you by Electronic Partner Connection.  If a valid code is entered, you are now able to deliver your report.

      Enter Review Code

       NOTE:

      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 Electronic Partner Connection for additional support.

    3. Click Send to deliver your report to Electronic Partner Connection.
    4. 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.

      Electronic Partner Connection Delivery Results

  10. Once you have reviewed the UARR Results, click Send to deliver your report.
  11. 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.

    Delivery Results