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OPTins User Training Manual - State TABLE OF CONTENTS Introduction ...................................................................................................3 Lesson 1 .........................................................................................................4 Browser Configuration .............................................................................4 Lesson 2 .........................................................................................................5 OPTins Login .............................................................................................6 OPTins Workspace ...................................................................................9 User Preferences ......................................................................................10 User Admin Forms ...................................................................................11 State Configuration Settings ....................................................................14 Filing Periods ......................................................................................14 Payment Types ...................................................................................15 Company Types ..................................................................................16 Filing Configurations ..........................................................................17 State Specific Field Definitions ...........................................................18 State Account ...........................................................................................19 Lesson 3 .........................................................................................................20 Locate New Filings ...................................................................................21 Assign Filings ............................................................................................22 Batch Update ...........................................................................................22, 26 View SBS Licensing Data ..........................................................................23 Update Filings ..........................................................................................24 Request Additional Taxes or Fees ......................................................26 Assess a Penalty .................................................................................26 Update the State Status .....................................................................26 Filing Revisions .........................................................................................27 Amend Filing ......................................................................................27 Reallocate Funds ................................................................................30 Create Paper Filing ...................................................................................31 Lesson 4 .........................................................................................................36 Search.......................................................................................................36 Quick Export and Complete Export..........................................................37 EFT Reports ..............................................................................................40 Transaction Reports .................................................................................41 Copyright ©2012 National Association of Insurance Commissioners. All rights reserved. Page 2 of 44
