Your team, filing agents and clients on SCMTR — the complete guide

Chapters

1. 0:00What this guide covers
2. 0:281 · Who can do what
3. 1:272 · Bring your colleagues in
4. 2:183 · Who reports to whom
5. 3:134 · Only signers send
6. 4:405 · Handing a draft to the signer
7. 5:416 · A branch’s own ICEGATE user ID
8. 6:217 · When someone leaves
9. 7:248 · Company e-mail addresses only
10. 9:019 · Make SCMTR look like yours
11. 9:5910 · Filing for other companies
12. 11:2411 · Start as a filing agent
13. 12:1712 · Ask a company already on SCMTR
14. 13:4813 · Set up a company new to SCMTR
15. 15:0114 · Who handles each client
16. 15:5515 · Filing for a client
17. 16:5916 · Two clients, two tabs
18. 17:4717 · Whose ICEGATE ID the files carry
19. 18:4118 · What a team lead or executive sees
20. 19:4119 · Stop filing for a client
21. 20:3020 · A filing agent asked to file for you
22. 21:3521 · Move to another filing agent
23. 22:3922 · Change what your agent may do
24. 23:1423 · Stop your filing agent at once
25. 23:5024 · What you can see of your agent’s work
26. 24:5525 · Messages you might see — and what to do

Read it instead

The SCMTR reference pages this film walks through — free to read, no sign-in.

• Your team, and filing for other companiesRoles, reporting lines and signers for a filing office, and how a filing agent files for client companies that can change agent at any time.