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Send Last Resort Docs
After a project has been added to your account, the system will bring you to a Project Summary page. Under the Deadlines section, the system will ask for dates that trigger your deadlines based on the state you’re working in, your role on the project, and the project type.
Entering in the requested dates will prompt the system to start calculating your deadlines. It will let you know what document is required in your state and how many days you have to send that document.
Helpful Hint: To view past deadlines, click on Upcoming in the top right corner of the Deadlines section. From there you can select to view All or Expired deadlines.
If you are ready to create a document, you can click the Create Document button that appears next to the document’s deadline.
Enter in the required details that the system requests for this document and hit Next.
Using the check marks next to your contacts’ names, you can select who you would like to receive a copy of this document. The system will let you know which contacts are required with the yellow Required tag next to their names. You can also add additional recipients if there’s anyone else you’d like to receive a copy.
If you want to save on postage, consider emailing a copy of the document to any non-required contacts.
At the top of the page, you will see an estimate for when the document will be processed. Levelset’s standard processing time is 2-5 business days. If your deadline is cutting it close, you also have the option to rush the document by selecting Rush in the top right corner. This will decrease Levelset’s processing time to 1-2 business days.
When you’re ready to order the document, select Create Document in the top right-hand corner. Once your order has been placed, you can come back at any time to track it under the Documents section of the navigation menu.
Remember that Scout Research will be validating and filling in any gaps in your data, so be on the lookout for Scout Alerts pertaining to your document within the next few days. Set your Scout Research Settings here.