Electronic
Partner Connection
Delivery from TOTAL

  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 TOTAL:

  1. Open your report in TOTAL, click the drop-down arrow beside the Deliver to Client icon (  ) and hover over Deliver with TOTAL Connect.

  2. Select Electronic Partner Connection from the list of plugins.
  3. Enter your a la mode login information, check the boxes to Remember my password and Sign me in automatically to avoid re-entering your username and password each time you deliver, and click OK.

    Enter your a la mode login information

  4. The TOTAL Print Engine appears, allowing you to select the forms in your report you want to include in the final document.  Select the forms you want to include by double-clicking them, set any other options necessary, and click Print.

  5. 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

  6. 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

  7. 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

  8. 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

    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

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