Review these tips before submitting

Preparing Worker's Comp documents

  1.   Prepare all documents prior to beginning the submission process according to the "Get Prepared" checklist.
  2.   Double-check document type and size limitations before uploading.

Ensure that your payroll reports include summary totals to assist the auditor:

  • Total gross pay by state
  • Total overall gross pay

Using DocuSign - Adding Attachments

When prompted, you will use the DocuSign secure portal to upload your documents and place your electronic signature (or route to another signer).
  Make note of the DocuSign attachment tags:
Add attachment tag:
AddAttach
  1. Click to add one or more documents.
  2. Be sure to click to remove extra yellow attachment tags before attempting to sign.
 
Attachment Added tag:
AttachAdd
  1. You have added one attachment per blue tag.
  2. Click these tags to remove a document, or add more documents.
 

Using DocuSign - Reviewing Attachments

  Review that you have added all of your attachments by clicking the thumbnail icon in the top right corner of the window.

thumbnav

Using DocuSign - Save Your Progress

Your session will time out after 20 mintues of inactivity.
  To save your progress, click Other Actions, then Finish Later to access your submission from an emailed link.

DocuSign_FinishLater

Using DocuSign - Completing your Submission

  When all required information is added, and you have placed your signature on the document, you will see the "Finish" button at the bottom of the signing screen.

finshed
Note: If you do not see the Finish button, you have not completed a required field, or a yellow attachment tag is still present on the page.

OK! I got it. I'm ready to...

Tip: Is another person authorized to sign your audit? Use Upload and Route instead to send your documents to another person for e-signature.