End-User Product Manual
Contents
1. T 37 5 4 CITING PaNernS TN N MM u Jr rrr 38 5 5 Modifying Existing Document Sets ree se EE Sean Ee NAKA WAA NAWA AKAN HAAA WAA NAWA WAA WWW WAR 39 Thomson Reuters AccuDraft DocsEngine Chapter 1 1 1 2 1 3 System Overview General System Overview Welcome to the DocsEngine system the industry s leading online document creation and management tool This User Guide will show you everything DocsEngine has to offer and explain how it relates to your day to day operations DocsEngine gives you the flexibility to effectively create and manage documents from anywhere at anytime All you need is access to the Internet Because DocsEngine is a completely internet based system there is never any software to install on your computer This means that there is nothing for you to maintain or update Documents are generated in either Microsoft Word doc or Adobe Acrobat pdf format which are the two most widely used document formats This means compatibility issues are eliminated DocsEngine is the answer When the Words Matter System Administrator Each account should have at least one DocsEngine System Administrator who has received additional training on the system Support is always available from Thomson Reuters AccuDraft by emailing support accudraft com Getting Started 1 3 1 System Access To get started open your Internet Explorer web browser and go t2. EGTRRA Cafeteria Plan 184041 Files Walsh Jennifer 3 8 2012 CAFE PLAN ji View PDF Click to generate PDF Click 10 generate PDF 3 9 2012 CAFE PLAN EGTRRA CAFETERIA PLAN Go Back Continue Interview Missing Required Information Details Ancillary Files History Details For This Set Description Status Document Set Type Document Set ld Location Created By For Client Workflow Status Quantity Redrafted MissingReguiredin formation EGTRRA Cafeteria Plan 184041 Files Walsh Jennifer 3 8 2012 CAFE PLAN gt 36
3. box will then appear to verify your action and if you are sure that you want to delete the selected documents select Delete Otherwise select Cancel DELETE 3 ABC EGTRRA 401 kyProfit Sharing Plan Once you select Delete the checked document sets will be removed from the system If you need vaa to that particular document in the future please contact Thomson Reuters AccuDraft 3 2 Document Search The DocsEngine system has a Search feature that gives you the ability to search by keywords in your document sets You may not need to use this feature if you have a small number of document sets on the system However if you have a large number of document sets you can quickly see how useful this feature is To complete a document search click on the Search icon below the Home icon on the Document Home page and then enter your search data DOCSENGINE Powering Ontine Document Production REPORTS SETUP lt Keyword Document Set ld Created By hal Status ka Document Type ka Search Cancel 19 Upon completion of the search the system will automatically close the document search window and display the results on the Search Results page If your document search does not return any results the system will display No Items Found in the Document Search window To close this window and start another search select the X in the top right hand corner of the window and repeat the three step process outlined a
4. document sets that you see are dependent on your security level as specified by your System Administrator At the basic level you will only be able to see document sets that you have created and consequently if this is the first time you have logged in you will see no documents listed on the Document Home page The next security level would let you see not only the document sets that you have created but also any document sets created by any person in your User Group A User Group is a group of people categorized together for a specific reason User Groups and your specific security level will be determined and administered by your System Administrator Powering Online Document Production REPORTS SETUP Ewisuiat Thomson Tax amp Accounting MANAGE Am a Files qo Crested binm Workfure Craawd E On ae r EGTRRA Liat Shares Di Complete Seated Jen 123 2008 Compta Denne Dick 6222008 Completa Cock 25 2008 Ha Complete Lan Maure 112001 17 3 1 3 Document Sorting You have the ability to sort the documents that you see on the Document Home page in either ascending or descending order by selecting any of the columns titled Name Status Workflow Created By and Created On By default all of the documents are sorted by the date with the most recently created document displayed first Each time you login to the DocsEngine system your documents
5. set files but in the Status column instead of seeing the status of your documents in set you will see the word Pattern To create a document using a pattern select New Document and begin supplying the appropriate information as described in the New Document Creation chapter of this manual When you get to Step 4 you will select From a Pattern select a pattern from the list to the right and then complete the interview process just as described in New Document Creation STEP 4 CHOOSE A METHOD From scratch i From a pattern From an existing answer set Upload z Patterns Quantity 50 v Test Pattern 403 b Plan Filter Pattern Defined Benefit Prototype Plans Pattern Defined Benefit Prototype Plans Pattern Cash Balance Plan Pattern 2007 EA Mew Manth 2007 Employment Agreement PatternTest 2007 Employment Agreement PATTERN SB 2007 Employment Agreement Pattern 457 Plan Document Name ABC Widget Corp EGTRRA Prototype Non Standardized 401 Final Pre Approved 4 e 5 3 Creating Documents from an Existing Answer Set Creating documents from an existing answer set is very similar to the concept of creating documents from a pattern The difference is that creating documents from an existing answer set means that you are creating this document based on a previously created document instead of a pattern You might use this feature if you are creating multiple documents for the same client All of t
6. the Document Home page you will see a Manage box These folders are where the names of document sets will appear after they are drafted and the tab that they will remain under so long as you wish to have these documents editable lf you have created subfolders you will see those here as well MANAGE a Drive ES Files 403 b Plans Bili 457 Plans Emi Amendments Ancillary Files 881 Archive Files Cafeteria Plans Bali Cash Balance Plans Emi Defined Benefit Plans Gail Defined Contribution Plans Employment Agreements IRS Submission Forms Gal Submission 16 Archived Files When you select this folder you will be able to see any document set s that have been archived or preserved on the system for later use It is important to remember that these document set s are not removed from the system but placed in a different view for long term storage E Files 403 b Plans Bili 457 Plans Gal Amendments Ancillary Files E g rchive Files Cafeteria Plans Ey Cash Balance Plans Exi Defined Benefit Plans Emi Defined Contribution Plans Employment Agreements Gall IRS Submission Forms Misc Submission 3 1 2 Document Sets Why You See What You See You may notice that you see only the document sets you created or if this is the first time you have logged in you see no document sets You may also see many documents created by many different people The
7. Date Created 3 14 2012 8 32 31 4 3 2 Ancillary Files You have the ability to upload ancillary documents from the Documents in Set page As discussed in Chapter II select this feature to upload outside documentation associated with a document created within DocsEngine Details Ancillary Files History File Hame Date Created Delete 27 4 3 3 Document History and Notes DocsEngine automatically records events as they happen with respect to a particular document set This feature is called the History for This Document Set The history for a particular document set is broken down into the Activity User Date and Note columns Some of the different activities that you may see listed are Interview Started Interview Edited Interview Completed or Note All of the previously listed activities are system generated with the exception of the Note activity The Note activity is a brief message that is entered into the system by the user for communication with other users about this document set PRES Ak AXA KALA MAL KLA A KLA Details Ancillary Files History Add Activity User Date Hotes Interview Completed Walsh Jennifer 4 12 2012 12 55 03 PM Interview Started Walsh Jennifer 42 2012 12 54 13 PM Interview Completed Walsh Jennifer 3 14 2012 8 42 35 AM Interview Edited Walsh Jennifer 3 14 2012 8 41 50 Interview Completed Walsh Jennifer 3 14 2012 8 38 38 To enter a note into the system
8. Document Set Page p ove 4 2 4 Deleting Documents on Document Set Page Select the Delete icon to delete a document set from DocsEngine Details for This Set Under the Documents in Set you will see three tabs Details Ancillary Files and History Details Ancillary Files History Description Status Complete Document Set Type EGTRRA Volume Submitter Defined Benefit Plan Final Pre Approved Version Document Set ld 184255 Location Files 7 Created Walsh Jennifer For Client WESTON Workflow Status Quantity Redrafted 3 Maximum Redrafts 20 Date Created 3 14 2012 8 32 31 AM 26 4 3 1 Document Set ID Under the Details for This Set you will see the Document Set ID The Document Set ID is a unique ID that is assigned to each document set when it is created on the DocsEngine system This ID can be helpful should you ever need to contact Thomson Reuters AccuDraft Technical Support By supplying your Technical Support Representative with the Document Set ID it will greatly assist him or her in isolating your technical issue and increase the speed at which your issue is resolved Details Ancillary Files History Description Status Complete Document Set Type EGTRRA Volume Submitter Defined Benefit Plan Final Pre Approved Version EE Location Files Created Walsh Jennifer For Client WESTON Workflow Status Quantity Redrafted 3 Maximum Redrafts 20
9. ER amp jennifer walsh thomsonreuters com Test Company J B View Original Format Microsoft Word Microsoft Word Microsoft Word View PDF Click to generate PDF Click to generate PDF Click to generate PDF 4 2 1 Edit Document in the Set oelect this icon to change the document name add a description select a different client name or update the Workflow Status See more on the Workflow Status in Section 4 2 2 Changing the name of the document or any other information DOES NOT affect the content of the assembled document s or answer file EDIT WESTON EGTRRA VOLUME SUBMITTER DEFINED BENEFIT PLAN Name WESTON EGTRRA Volume Submitter Defined Benefit Plan Description Client WESTON Workflow Status Drafted x Cancel Once you make your changes save the changes by clicking the blue Save button 24 4 2 2 Changing Workflow Status As discussed in Edit Document in the Set you can change the Workflow Status by clicking on the Edit icon The Workflow Status dropdown menu contains a list that identifies the different phases in which a Document Set could currently be e Drafted e Sent to Client e Signed by Client e Submitted to IRS e Received Determination After you click on the Edit icon the Edit window will appear and you can make your selection under the Workflow Status dropdown menu Once you make your selection save the change by clicking on the blue
10. Ku E ku b be H n E SEKE DWA aere KER VE BE SER VU kU KAN W R 26 4 2 1 Edit Document in the S Li uuu ere iE Zaa a EV n NE k ne KL E kn 27 4 2 2 Changing Workflow cocaine oce eon b kula kaka Hek R A Vek S k k lan d nak 28 4 2 3 Moving Files on Document Set Page J nnns 29 4 2 4 Deleting Documents on Document Set Page 29 4 3 Details Tor TIS SOU ir bka e k ka ka bU k K Sin Ke kl v b ke f k d Sw n COK VER OR R H KA 29 4 3 1 DOCUMENT Set UD Ls uuu 30 4 3 2 I S r ay n e Vek buku kaka D Ka He k daa u EYE kU b ka VA bak GA a RN A va au ss 30 4 3 3 Document History and Notes riii oon kake kk kak kk KAKA AK AKA AKA KAK AKA AA AA AKA AHA WAA AWA HAA WAW WAA 31 4 3 4 Download Answer Fileu uu etc 32 4 3 5 Answer SUMMA TY E 32 4 3 6 NO H V USOV n 33 Chapter V Advanced Document Creation Q AWA WAW WAA 35 5 1 el ND bl meet 36 5 2 Creating Documents from a Pattern T 37 5 3 Creating Documents from an Existing Answer Set
11. Plan Complete O Donnell Dick 6 29 2009 Defined Contribution Plans s Ti um KEEN FEE Complete O Donnell Dick 4 28 2008 Employment Agreements f i G IRS Submission Forms MoBird Defined Contribution Volume Plans Not Complete Larkin Maureen 93 13 2005 um ig 5 Complete O Donnell Dick 4 24 2008 xyz EGTRRA Volume Submitter 401 k Plan Final Pre Approved Versi Complete O Donnell Dick 6 25 2009 j E 2012 Thomson Reuters Privacy Policy Terms of Use Site Map v E fa 100 https demo docsengine com Company amp Internet Index Windows I 4 Microsoft Offic TY Revised DE Portal Document Micro W untitled Paint 6 sink PA s 9 32 AM 4 2 Documents in Set When you open a document set you will see a heading Documents in the Set Here you will see all of the documents created by your interview This may include e aplan document e summary plan description e ancillary forms e amendments 23 There is a link to each document where you can view the document in its original format or create a pdf document DOCSENGINE Powering Online Document Production REPORTS SETUP Resources v MANAGE n2 ga 4 Go Back f Redraft D Documents in the Set Document Name EGTRRA VS DB Plan EGTRRA VS DB TRUST EGTRRA VS DB SPD Details Ancillary Files History WESTON EGTRRA VOLUME SUBMITTER DEFINED BENEFIT PLAN THOMSON REUT
12. Save button Name WESTON EGTRRA Volume Submitter Defined Benefit Plan Description Client WESTON n Workflow Status Submitted To IRE Drafted Sent To Client signed By Client Submitted To IRS Received Determination The Edit window will close after you save your changes The Workflow column on the Document Home page will now reflect the current Workflow Status of a particular document set If no Workflow Status has been specified for that document set nothing will appear in the Workflow column Keep in mind that it is up to you to change the status throughout the life of the document The system will NOT change the status automatically each time you modify the document Name Status Workflow Created By Create Date TEST 5300 Form 5300 Package Complete Walsh Jennifer 142 2012 test db EGTRRA Volume Submitter m Complete Walsh Jennifer 312 2012 Defined Benefit Plan TEST GUST WS Defined MM Complete Walsh Jennifer 12 25 2011 Contribution TEST Il JENNIFER Form 5300 D Complete Walsh Jennifer 112 2012 Package WESTON Pattern Walsh Jennifer 3 14 2012 WESTON EGTRRA Volume Complete submitted To IRS Walsh Jennifer 3 14 2012 Submitter Defined Benefit Plan 25 4 3 4 2 3 Moving Files on Document Set Page As discussed in Main Menu Overview you can select the Move icon to move a document in and out of folders and you can do so from the Document Home page or the
13. ame EI Sponsoring Employer m Additional Adopting Empl part 1 of the plan 3 EI Plan Administrator name E Du Part 2 of the plan 401 k Plan and Trust Ka E Plan Name EZ Effective Dates Plan Year z E Permitted Contributions Service Crediting Provisi Retirement Provisior amp E Elective Deferral Contrib 424 Distribution Provisions E All Other Plan Provisions H E Post EGTRRA Provisions Submit with unanswered L 12 2 6 2 Interview Navigation There are several different navigation tools contained within the document interview Each navigation tool is explained in detail below net gt Sare SaeBxt 2 6 3 Answer Preservation submit with unanswered There are two answer preservation options built into the DocsEngine system e Save e Save Exit If selected all responses are saved in the DocsEngine system and you are returned to the point you were in the interview dialog This preservation option does not take you out of the interview This is similar to the save function in a Microsoft Windows based application If selected all responses are saved and you are returned to the Document Home page This is similar to closing a document and Save Exit answering yes you want to save your work when exiting a Microsoft Windows based application 13 2 6 4 Answer Validation and Docume
14. an or you can specify that the list include all questions in the interview as well as the answers to the questions that you did answer To generate an Answer Summary click on the Answer Summary icon which is located just under the Details for This Set Two links will appear Show only answered questions and Show all Answer Summary show only answered questions Show all Answer Summary Joint Industry Board of The Electrical Industry Eligible Deferred Compensation Plan EGTRRA Volume Submitter 401 k Plan Final Pre Approved Version 29 4 3 6 Notify User Next to the Answer Summary icon you will see a Notify User icon This feature can be used to notify another user via e mail of the status or other information about this specific document To use this feature click on the Notify User icon select a Recipient from the dropdown and then enter your comments in the box Motify User NOTIFY USER Additional notification comments optional Recipient Walsh Jennifer jennifer 30 Thomson Reuters AccuDraft DocsEngine Chapter 5 1 Advanced Document Creation Creating Patterns A pattern is usually created with the intention of answering certain questions in a document interview that will remain constant for a long period of time You might create a pattern file if you have 100 documents to create and many of the provisions in the documents are c
15. an answer file from the list that populates to the right From scratch From a pattern x From an existing answer set Upload See CCE LULL LCL LLL LULL LCL LLL LLL LLL Quantity zn a Answer Files MoBird Defined Contribution Volume Plans Filter Jorge Busch 457 Plan Jorge Busch Automatic Rollover123 EE smithCo Individual K Plan John James Individual K Plan EGTRRA AD1 kyProfrt Sharing Plan Ajax Inc EGTRRA 401 kyPrafit Sharing Plan XYZ EGTRRA Volume Submitter 401 k Plan Final Pre amp pproved Version DEFAKAGHI 457 Plan Joe Smith Individual K Plan 10 When you select the Upload tab and then select the Select icon a window will open and you can select the file you wish to upload there From scratch From a pattem From an existing answer set Upload select Document Name EGTRRA Prototype Non Standardized 401 k Final Pre Approved Version OY ou are about to start a document EGTRRA PROTOTYPE MON 3TANDARDGIED 481 K FINAL PRE APPROVED VER SKIN For Client ABC WIDGET CORP Fro mt SCRATCH How do you want to create this document From scratch From a pattern From an existing answer set Upload Select Document Mame ABC Widget Corp EGTRRA Prototype Non Standardized 4011k Final Pre Approved Vers u 2 5 Document Name After the Document Group Document Type and Client Association have been specified you will name the document You will see tha
16. bove Name Status Med Systems Defined Complete Contribution test Defined Contribution TEST GUST VS T Complete Defined Contribution E Not Complete Workflow Created By Walsh Jennifer Walsh Jennifer Walsh Jennifer Create Date 3 9 2012 3 14 2012 12 29 2011 20 3 3 Viewing Completed Documents Under Documents in the Set you will see a link or set of links for each document in your document set Based on your Security Level as specified by your System Administrator you will either see a link to access the Microsoft Word doc version of the document and a link to access the Adobe Acrobat pdf version of the document or you will only see a link to access the Adobe Acrobat pdf version Document Name View Original Format View PDF EGTRRA VS 401 k Plan Microsoft Word Click to generate PDF EGTRRA VS 401 k Post EGTRRA Elections PDF EGTRRA VS 401 K SPD Microsoft Word Click to generate PDF When you select the link for the desired document format a new window will appear that will allow you to either open the assembled document or save a copy of the assembled document to your computer Repeat this process for each document in your document set and or for each document in another document set File Download Do you want to open or save this file lp Mame 66588 2554 doc Type Microsoft Office Word 97 2003 Document 2 14MB From demo dacs
17. cument This icon navigates you to the Move window Select this icon to move documents into and out of different folders This icon navigates you to the Upload Ancillary File window Select this icon to upload outside documentation associated with a document created within DocsEngine Using this feature allows you to use DocsEngine as a document management system Upload Ancillary File The Resources dropdown menu allows you to link directly to the Thomson Reuters AccuDraft website in order to retrieve copies of IRS Opinion and Advisory Letters Document Get Approval Letters Checklists and Base Plan Documents You can also obtain our support contact information as well as link directly to your Thomson Reuters Checkpoint account Get Master Documents Checkpoint Technical Support About REPORTS This icon will navigate you to the Setup page Your firm s Thomson Reuters AccuDraft products user information and credit card information if applicable are managed in this area In addition System Messages alerting you to important information will be posted there This icon will navigate you to the Reports page This is an advanced option used if you have purchased report writing capabilities For a detailed explanation of the functionality of this feature please contact Thomson Reuters AccuDraft Technical Support This icon will log you out of the system Once you click this link the logout command will immediat
18. ely be executed IMPORTANT You will lose any data since the last time you completed a save operation Once logged out of the system the only way to regain access is to log back in A detailed explanation of regaining system access can be found in the Logon Procedure section of this manual Thomson Reuters AccuDraft DocsEngine Chapter 2 1 New Document Creation Document Group s Once you log into DocsEngine using your personal log on information you will see the main Document Home screen To create a new document select the New Document Icon At the New Document screen you will be asked if you are creating a pattern A pattern is a template in which you will pre answer certain questions that will be answered the same way for more than one document Creating a pattern will save time when you are completing subsequent interviews You will also be asked to choose a Document Group A Document Group contains a logical set of document types SIEP 1 CHOOSE A DOCUMENT GROUP 15 this going to be a pattern Hame DocsEngine for Pensions 500 doc yr DocsEngine for Pensions Unlimited Miscellaneous Forms Test TEA 2 2 Document Type s Once you have selected a Document Group you will be asked to select a Document Type from a list of plan types The plan types include the type of plan you wish to create i e defined benefit or defined contribution as well as document formats i e volume submitter
19. engine com While files from the Internet can be useful same files can potentially harm your computer IF pou do nat trust the source do riot open or save this What s the risk 21 Thomson Reuters AccuDraft DocsEngine Chapter Document Management 4 1 Home Page Details On the Document Home page the document set names in the Name column are hyperlinks When you click on the link you will be taken to the document set and Details page Index Windows Internet Explorer Ww v e https cemo docsengine com Company v E X aoogle 2 File Edit View Favorites Tools Help x oven Y Search Ask 42 Saint Paul MN o CNN Maps Avery Templates Options Ei BEE eas m gt q p Favorites L DocsEngine Login Index x E Bd Pape To REPORIS SE IUP amp jennifer walsh thomsonreuters com Resources Thomson Tax amp Accounting MANAGE gt DEFINED CONTRIBUTION PLANS rive k B s 403 b Plans Created pikira Name Status Workflow Created By On Ji Ancillary Files r EGTRRA 401 k Profit Sharing Plan Complete McMahon Dennis 4 28 2008 Archive Files Ga Cafeteria Plans T Ajax Inc EGTRRA 401 k Profit Sharing Plan Not Complete Seidel Jim 4 28 2008 Cash Balance Plans MUI a kuypa Joe Smith Individual K
20. ent Workflow Status Quantity Redrafted Maximum RedraTfta Date Created 12 84 2011 12 44 22 5 5 Modifying Existing Document Set s If you need to change an answer or add more information to an existing document you can do so by first clicking on the name of your document set which is a link in the Name column of the list of your files on the Document Home page Below the document set name you will see either a Redraft Document button or a Continue Interview button If the document set has been completed and you have accessed the assembled document s the button will say Redraft If the document set is not complete the button will say Continue Interview In either case to modify the document set select the button that is directly below the document set name The system will load the interview and allow you to make any changes or additions that you deem necessary Once you are satisfied with the modifications you have made select Finish your changes will be saved and the assembled document will reflect all of the changes 35 3 9 2012 CAFE PLAN EGTRRA CAFETERIA PLAN 4 Back Redraft Document Documents in the Set Document Hame EGTRRA Cafeteria Plan EGTRRA Cafeteria Plan SPD Details Ancillary Files History Details For This Set Description status Document Set Type Document Set ld Location Created By For Client View Original Format Microsoft Word Microsoft Word Complete
21. es in the Existing Client dialog box to the right then you must select Create New STEP 3 CHOOSE A CLIENT Existing eate Hame Quantity gt ABC Widget Cort Filter Mew anil Get Clients am 2 4 Document Method The next step is to select a Document Creation Method You have four options e From scratch e From a pattern e From an existing answer set e Upload answers from another answer file Select one of the four links across the top of the screen lf you are creating the document from scratch you will be prompted to enter in a document name 4 CHOOSE A METHOD From scratch From a pattern From an existing answer set Upload Document Name EGTRRA Prototype Non Standardized 401 k Final Pre Approved Version o If you are creating this document from a pattern you will be prompted to select a pattern from the list that populates to the right From scratch From a pattern x From an existing answer set Upload wmununanananananananananaanananananananananananananananana a Patterns Quantity 50 v Test Pattern 403 b Plan Filter Pattern Defined Benefit Prototype Plans Pattern Defined Benefit Prototype Plana Get Patterns Pattern Cash Balance Plan Pattern 2007 New Month 2007 Employment A amp greement PatternTest 2007 Employment Agreement PATTERN SB If you are creating this document from an existing answer set you will be prompted to select
22. he company information for that client may be the same and you will not have to re enter that information for subsequent documents The primary difference between using an existing answer file rather than a pattern is that ALL of the answers in the existing answer file will appear in the interview and only the pre answered questions in the pattern would appear when using that method To create a document using an existing answer set select New Document and begin supplying the appropriate information as described in the New Document Creation chapter of this manual When you get to Step 4 you will select From an Existing Answer Set select an answer file from the list to the right and then complete the interview process just as described in New Document Creation 33 STEP 4 CHOOSE A METHOD How do you want to create this document From scratch From a pattern From an existing answer set Upload Answer Files Quantity 50 MoBird Defined Contribution Valume Plans Filter Jorge Busch 457 Plan Jorge Busch Automatic Rallover123 Get Answers smithCo Individual K Plan John James Individual Plan ABC EGTRRA 401 kyProfit Sharing Plan Ajax Inc EGTRRA 401 k Profit Sharing Plan XYZ EGTRRA Volume Submitter 401 k Plan Final Pre Approved Version DEFAKAGHI 457 Plan Joe Smith Individual K Plan 123452 5 4 Editing Patterns If you need to change an answer or add more information to an exist
23. ing pattern you can do so by first clicking on the name of your pattern which is a link in the Name column of the list of your files on the Document Home page FILES Name Status Workflow Created By Create Date r a Walsh Jennifer 32 2012 rr Complete Walsh Jennifer 3 12 2012 r 3 13 2012 13 Complete Walsh Jennifer 3 13 2012 r 3 13 2012 13 Complete Walsh Jennifer 3713 2012 3 13 2012 13 ot Complete alah Jennifer 313 20 3 13 2012 13 Hot C let Walsh J if 3 13 2012 r 3 13 2012 13 Complete Walsh Jennifer 3 13 2012 2 omplete alah Jennifer 01 rr 3 18 2012 18 C let Walsh J if 3 18 2012 m 3 8 2012 Pattern Walsh Jennifer 3 9 2012 3 8 2012 8 Cnmnlete Walsh lennifer 34 When the next window opens you will see the Edit Pattern button When you click on the Edit Pattern button the system will load the pattern interview and allow you to make any changes or additions that you deem necessary Once you are satisfied with the modifications you have made to your pattern select Finish and your changes will be saved The next time you create a document using this pattern any modification you made will be reflected in the new document 4 Go Back Edit Pattern Details Ancillary Files History Description Status Pattern Document Set Type EGTRRA Volume Submitter 401 k Plan Final Pre Approved Version Document Set ld 176932 Location Filez Created By Walsh Jennifer For Cli
24. nt Generation The DocsEngine system incorporates a system of checks and balances that will not allow you to create an invalid document When you are ready to create the final document select Finish Select this option only if you are confident that you have answered all the questions in the interview Selecting Finish executes a document validation DocsEngine will then run numerous validation checks on your submitted interview to ensure that the document you are creating will be accurate and complete If the system finds questions that were left unanswered they will be displayed in a Missing Answers window oelect Submit with Unanswered if you have not answered all of the interview questions but you would like to generate a draft of the document If selected the document will be submit with unanswered compiled without any validation There will be unanswered questions in a prototype adoption agreement format and you will find error messages within the text of a contract format document Normal retirement age 14 Thomson Reuters DocsEngine Chapter 3 1 Document Viewing Document Home Page 3 1 1 Navigation In addition to the features discussed in Main Menu Overview section of this manual there are other navigation options that will assist in document management within the DocsEngine system A description of the navigation options are described below Manage Files Located on the left of
25. o www docsengine com and you will arrive at the system login page where you will be asked for your login information LOG ON Flesse enter your user name and password Forgot user name Forgot password B E Lsername Password Remember me 1 3 2 Logon Procedure You log on via a secure logon process Your User ID is an email address and your password will be assigned to you by your System Administrator After specifying your email address and assigned password the system will verify your identity and take you directly to the Document Home page It is recommended that you do not allow Microsoft Windows to remember your login information as this could allow another individual unauthorized access to your DocsEngine account It is also important to periodically change your password and 2 deactivate the accounts of terminated employees or employees who no longer need access to the document system 1 3 3 Main Menu Overview After your login information is verified you will be taken to the Document Home page This is the central navigation panel that you will use to navigate through the DocsEngine system DOCSENGINE THOMSON REUTERS Powering Online Documer t Production REPORTS SETUP Resources Thomson Tax amp Accounting Log Off MANAGE FILES Drive a Bn BE Exi Files 403 b Plans 457 Plans Name Amendments Ancillary Files Pans Archive File
26. ommon With a pattern you can input the common information one time and create your 100 unique documents based off the one single pattern Each time you choose to create a document using a pattern any elections that you pre specified will automatically be merged into the document interview Creation of a pattern is very similar to creating a new document From the Document Home page select New Document On arriving at Step 1 you will be asked to select a Document Group just as if you were creating a new document Above the document groups you will see a box with the words want to create a pattern next to it After checking this box you will complete the interview process just as you would if you were creating a new document STEP 1 CHOOSE A DOCUMENT GROUP Name DocsEngine for Pensions 500 doc yr DocsEngine for Pensions Unlimited Miscellaneous Forms Test 7 The biggest difference between creating a pattern and creating a new document set is that there is NO validation in the pattern interview When creating a new document set unless you Submit with Unanswered questions the system will not allow you to assemble if there are questions that have been left unanswered In a pattern interview the system will allow you to Finish with as many or as few answers specified as you wish 32 5 2 Creating Documents from a Pattern he patterns you create will display on the Document Home page along with your document
27. one enira a ue kk Wak kK k 13 2 6 2 Interview NAVIGATION mee 14 2 6 3 Answer PIS SOLV A L Ol ee 35 P 14 2 6 4 Answer Validation and Document Generation J 15 Chapter III Document Viewing KAKA KAKA A HAAA HAWA A WAA A WWW 17 3 1 Documeni Home aaa Ek Wa 18 3 1 1 Or WER 18 3 1 2 Document Sets Why You See What You Sees J T 19 3 1 3 DOCUMENT oorr pn 20 3 1 4 Document Set BemoVval 535445 S loss acce i du Sk ban qp n LO race SR dan WEC Dec ba aT RW EYe R ban 20 3 2 ke S Han kl k kan due an an ale ala G ya dwae ka Vera a G du w RAB dua l ko waw aN 21 3 3 Viewing Completed Documents isiin aikaa anasan naka la evo k wa t Va dak ku w wu a l cak u s bas ku L dak 23 Chapter IV Document Management 25 4 1 Home Pag D lallS meet 26 4 2 Documents II lie Sel sayi yu n aran aa sasa DEKE WERE ER E WNN SE KAR
28. or prototype plan STEP 2 CHOOSE A DOCUMENT TYPE Name 457 Plan Cash Balance Plan Defined Benefit Prototype Plans Defined Benefit Volume Plans Defined Contribution Prototype Planz Defined Contribution Volume Plans EGTRRA 403 b Final Version EGTRRA Cafeteria Plan EGTRRA Prototype Non Standardized 401 k Final Pre Approved Version EGTRRA Prototype Non Standardized Money Purchase Pension Plan Final Pre Approved Version 123 gt 2 3 Client and Document Association After you have selected the Document Type you will assign a Client Identifier You have two options e Create New this will be selected if you are entering in a new Client Identifier e Existing this will be selected if you will be assigning a Client Identifier that is already stored in DocsEngine Create New To create a new document for a client name not already stored in DocsEngine select the Create New link and then type the name of the client the Client Name field STEP 3 CHOOSE A CLIENT Existing i Create New Client Name Existing If the document is being assigned to a client name that is already stored in the DocsEngine system select the client name from the list that will populate to the right of the field You can use the Filter field to enter in all or part of the clients name You can limit the number of returned names by selecting a quantity from the Quantity drop down menu If you do not see any entri
29. pleles N N THOMSON REUTERS Powering Ontine Document Production Thomson Reuters AccuDraft DocsEngine End User Manual Copyright 2012 Thomson Reuters Table of Contents Chapter T System Overview iy xak kaka a Kaka RANA NANAN aa dk k u sk WR ea VE URN K k k j 1 1 1 General System Overview ices uyu 2 1 2 System STI ALO oues 2 1 3 Getting Started i ck 2 1 3 1 System ACCESS nre dena aa daka yak kl k yu l k a krawe Ma ku Wy ey e kaw dU M y k re SNE EAEE 2 1 3 2 Logon ProC edur s yu k 5yxy 44x11x55 4i1 iaaea baya k dak as 2 1 3 3 Main M n OVGIVIGW cuan cedes ica ptuduc Mak a est ka Mua kU Wa uwa wa Ara a ka aaa 3 Chapter ll New Document Creation seva cua sta AA KAKA A KAWA HAWA AW WAA A 7 2 1 D c men Of O UD S Ss di yak ku aa Cad kay E Aa 8 2 2 TYDES ftm e 9 2 3 Client and Document ASSOCIAlIOn oic eoo o J J KAKA NAWA HAAA HAAA HAAA HAW nnmnnn J J J 9 2 4 Document M 8IN60qu o s u ua e AD R RD K R asua nO KEW sQ a k M A RN SERW DEK CER NAR NEYEN 10 2 5 Document am uuu u unuyay Item 12 2 6 TARE TNC eec EE ESER E METE BE ENE LENE aa Oa LEa aa s saam masa 13 2 6 1 Dynamic Interview Overview ci
30. s Em 457 Plane Cafeteria Plans Cash Balance Plans Defined Benefit Plans Defined Contribution Plans Employment Agreements IRS Submission Forms Misc Submission Amendments Ancillary Files Archive Files Cafeteria Plans d Cash Balance Plans Document Home This icon in the upper left hand corner of the webpage will take you to the Document Home page from any other location in DocsEngine Caution If you are in the middle of entering data for a document and select the Document Home icon you will lose any data since the last time you completed a save operation Across the center of the page you will see several icons Below is a list of the icons and their functions This icon navigates you to the Create Document screen Select this icon to create a new document Mew Document This icon navigates you to the New Folder window Select this icon to create a new folder Creating folders allows you to organize documents based on client type of document or other naming conventions You can create as many folders and subfolders as you need This icon navigates you to the Edit Folder window Select this icon to change the name of a folder or to edit user permissions which defines what individuals can have access to a specific folder This icon navigates you to the Delete window Select this icon to delete a folder or a do
31. select Add and type your message in the Note window that appears Once you have completed your note select Save and your note will be added to the Document History The system will automatically capture the time and the user who entered the note and display that in the table as well Details Ancillary Files History Note 28 4 3 4 Download Answer File You can download your DocsEngine answer file to your own computer This is an advanced option and will only be used in the event that you have a version of HotDocs offline or another form of software that is compatible with XML files To download an answer file click on the Download Answer File icon and you will be prompted to Open or Save the answer file Download Answer File File Download Do you want to open or save this file 184256 XML Document 2 31KB From demo docsengine com p M While files from the Internet can be useful some files can potentially harm your computer lf you not trust the source do nat open save this file What s the risk 4 3 5 Answer Summary Once you have completed the interview and the documents have been generated you can create an Answer Summary The Answer Summary consists of a list of the questions in the interview and your answers to those questions You can elect to have the list include only the questions in the interview that you answered and are specific to your pl
32. t the default name is a combination of the client name document type You may change all or a part of the document name if you wish The identifying name does not need to be the same as the actual name of the document Document Name SAMPLE CLIENT EGTRRA Prototype Non Standardized 401 k Final Pre Approved Version 9 Now that the document has a name you are ready to begin the interview Select the blue Start Interview button and the document interview will load so that you may begin answering the questions Back Start Interview Cancel 11 2 6 The Interview 2 6 1 Dynamic Interview Overview The questions that you will answer in order to assemble a document are arranged in what is called a dynamic interview This means that there is a very real possibility that each time you create a document the questions you are asked may be slightly different or appear in a different order This is because questions are added to or removed from the interview based on your answers to previous interview questions This is what makes DocsEngine such a versatile system and also serves as an important validation The language of a document changes by just changing one answer in the interview For a more detailed explanation on this concept please consult your System Administrator it diis THOMSON REUTERS EGTRRA Prototype Non Standardized 401 k Final Pre Interview Outline gt x Prototype Sponsor Plan N
33. will re sort by date Because there are so many different sorting options DocsEngine allows you to quickly and effectively view like documents together which saves you the time and hassle of going through every document on the system h Created Name Status Workflow Created By On ABC EGTRRA 401 k Profit Sharing Plan Complete McMahon Dennis 4 28 2006 ES Ajax Inc EGTRRA 401 k Prefit Sharing Plan n Joe Smith Indidual K Plan Complete O Donnell Dick 6 29 2009 n ecu E E Complete O Donnell Dick 4 28 2008 8 MoBird Defined Contribution Volume Plans Not Complete Larkin Maureen 9 13 2005 3 1 4 Document Set Removal You can completely remove and delete a document set by using the Delete Items feature In order to do so you first need to place a check in the action column box The action column is the column to the left of the name of your document set By placing a check in this box you are notifying the system that you want to do something with that particular document set or sets B uw B O l Delete tems Created Hame Status Workflow Created By On GmithiCo Individual K Plan Complete O Donnell Dick 4 24 2008 m John James Individual K Plan Complete O Donnell Dick 4 28 2008 ABC EGTRRA 401 k Profit Sharing Plan Complete McMahon Dennis 4 28 2008 18 Once you have checked the box then you need to click on the Delete Items icon A Delete
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