PTO Form 1478 (Rev 9/2006)
`
`OMB No. 0651-0009 (Exp 12/31/2014)
`
`Trademark/Service Mark Application, Principal Register
`
`Serial Number: 86297477
`Filing Date: 06/02/2014
`
`The table below presents the data as entered.
`
`Entered
`
`86297477
`
`Phia Document Management
`
`YES
`
`YES
`
`Phia Document Management
`
`The mark consists of standard characters, without claim to any particular font,
`style, size, or color.
`
`Principal
`
`Phia Group Consulting, LLC
`
`163 Bay State Drive
`
`Braintree
`
`Massachusetts
`
`United States
`
`02184
`
`781-535-5600
`
`781-535-5656
`
`arusso@phiagroup.com
`
`http://www.phiagroup.com/
`
`Input Field
`
`SERIAL NUMBER
`
`MARK INFORMATION
`
`*MARK
`
`STANDARD CHARACTERS
`
`USPTO-GENERATED IMAGE
`
`LITERAL ELEMENT
`
`MARK STATEMENT
`
`REGISTER
`
`APPLICANT INFORMATION
`
`*OWNER OF MARK
`
`*STREET
`
`*CITY
`
`*STATE
`(Required for U.S. applicants)
`
`*COUNTRY
`
`*ZIP/POSTAL CODE
`(Required for U.S. applicants only)
`
`PHONE
`
`FAX
`
`EMAIL ADDRESS
`
`WEBSITE ADDRESS
`
`LEGAL ENTITY INFORMATION
`
`TYPE
`
`limited liability company
`
`STATE/COUNTRY WHERE LEGALLY
`ORGANIZED
`
`Massachusetts
`
`GOODS AND/OR SERVICES AND BASIS INFORMATION
`
`INTERNATIONAL CLASS
`
`*IDENTIFICATION
`
`A comprehensive system consisting of software which allows for the
`automation of health and welfare benefit plan drafting and other plan-related
`functions, including collaboration with experts
`
`FILING BASIS
`
`SECTION 1(a)
`
`(cid:160)(cid:160)(cid:160)(cid:160)(cid:160)(cid:160)(cid:160)FIRST USE ANYWHERE DATE
`
`At least as early as 07/11/2012
`
`(cid:160)
`

`

`(cid:160)(cid:160)(cid:160)(cid:160)(cid:160)(cid:160)(cid:160)FIRST USE IN COMMERCE DATE
`
`At least as early as 04/18/2014
`
`(cid:160)(cid:160)(cid:160)(cid:160)(cid:160)(cid:160)(cid:160)SPECIMEN FILE NAME(S)
`
`(cid:160)(cid:160)(cid:160)(cid:160)(cid:160)(cid:160)(cid:160)ORIGINAL PDF FILE
`
`(cid:160)(cid:160)(cid:160)(cid:160)(cid:160)(cid:160)(cid:160)CONVERTED PDF FILE(S)
`(cid:160)(cid:160)(cid:160)(cid:160)(cid:160)(cid:160)(cid:160)(14 pages)
`
`SPE0-50199243137-095326123_._User_Manual.pdf
`
`\\TICRS\EXPORT16\IMAGEOUT16\862\974\86297477\xml1\APP0003.JPG
`
`\\TICRS\EXPORT16\IMAGEOUT16\862\974\86297477\xml1\APP0004.JPG
`
`\\TICRS\EXPORT16\IMAGEOUT16\862\974\86297477\xml1\APP0005.JPG
`
`\\TICRS\EXPORT16\IMAGEOUT16\862\974\86297477\xml1\APP0006.JPG
`
`\\TICRS\EXPORT16\IMAGEOUT16\862\974\86297477\xml1\APP0007.JPG
`
`\\TICRS\EXPORT16\IMAGEOUT16\862\974\86297477\xml1\APP0008.JPG
`
`\\TICRS\EXPORT16\IMAGEOUT16\862\974\86297477\xml1\APP0009.JPG
`
`\\TICRS\EXPORT16\IMAGEOUT16\862\974\86297477\xml1\APP0010.JPG
`
`\\TICRS\EXPORT16\IMAGEOUT16\862\974\86297477\xml1\APP0011.JPG
`
`\\TICRS\EXPORT16\IMAGEOUT16\862\974\86297477\xml1\APP0012.JPG
`
`\\TICRS\EXPORT16\IMAGEOUT16\862\974\86297477\xml1\APP0013.JPG
`
`\\TICRS\EXPORT16\IMAGEOUT16\862\974\86297477\xml1\APP0014.JPG
`
`\\TICRS\EXPORT16\IMAGEOUT16\862\974\86297477\xml1\APP0015.JPG
`
`\\TICRS\EXPORT16\IMAGEOUT16\862\974\86297477\xml1\APP0016.JPG
`
`(cid:160)(cid:160)(cid:160)(cid:160)(cid:160)(cid:160)(cid:160)SPECIMEN DESCRIPTION
`
`PDF copy of user's manual
`
`ATTORNEY INFORMATION
`
`NAME
`
`STREET
`
`CITY
`
`STATE
`
`COUNTRY
`
`ZIP/POSTAL CODE
`
`PHONE
`
`FAX
`
`Adam V. Russo, Esq.
`
`163 Bay State Drive
`
`Braintree
`
`Massachusetts
`
`United States
`
`02184
`
`781-535-5622
`
`781-535-5656
`
`EMAIL ADDRESS
`
`arusso@phiagroup.com
`
`AUTHORIZED TO COMMUNICATE VIA EMAIL
`
`Yes
`
`OTHER APPOINTED ATTORNEY
`
`Ron E. Peck, Esq., Jennifer M. McCormick, Esq.
`
`CORRESPONDENCE INFORMATION
`
`NAME
`
`STREET
`
`CITY
`
`STATE
`
`COUNTRY
`
`ZIP/POSTAL CODE
`
`Adam V. Russo, Esq.
`
`163 Bay State Drive
`
`Braintree
`
`Massachusetts
`
`United States
`
`02184
`
`(cid:160)(cid:160)(cid:160)(cid:160)(cid:160)(cid:160)(cid:160)
`(cid:160)(cid:160)(cid:160)(cid:160)(cid:160)(cid:160)(cid:160)
`(cid:160)(cid:160)(cid:160)(cid:160)(cid:160)(cid:160)(cid:160)
`(cid:160)(cid:160)(cid:160)(cid:160)(cid:160)(cid:160)(cid:160)
`(cid:160)(cid:160)(cid:160)(cid:160)(cid:160)(cid:160)(cid:160)
`(cid:160)(cid:160)(cid:160)(cid:160)(cid:160)(cid:160)(cid:160)
`(cid:160)(cid:160)(cid:160)(cid:160)(cid:160)(cid:160)(cid:160)
`(cid:160)(cid:160)(cid:160)(cid:160)(cid:160)(cid:160)(cid:160)
`(cid:160)(cid:160)(cid:160)(cid:160)(cid:160)(cid:160)(cid:160)
`(cid:160)(cid:160)(cid:160)(cid:160)(cid:160)(cid:160)(cid:160)
`(cid:160)(cid:160)(cid:160)(cid:160)(cid:160)(cid:160)(cid:160)
`(cid:160)(cid:160)(cid:160)(cid:160)(cid:160)(cid:160)(cid:160)
`(cid:160)(cid:160)(cid:160)(cid:160)(cid:160)(cid:160)(cid:160)
`

`

`PHONE
`
`FAX
`
`781-535-5622
`
`781-535-5656
`
`EMAIL ADDRESS
`
`arusso@phiagroup.com
`
`AUTHORIZED TO COMMUNICATE VIA EMAIL
`
`FEE INFORMATION
`
`NUMBER OF CLASSES
`
`FEE PER CLASS
`
`*TOTAL FEE DUE
`
`*TOTAL FEE PAID
`
`SIGNATURE INFORMATION
`
`SIGNATURE
`
`SIGNATORY'S NAME
`
`SIGNATORY'S POSITION
`
`DATE SIGNED
`
`Yes
`
`1
`
`325
`
`325
`
`325
`
`/Adam V. Russo/
`
`Adam V. Russo, Esq.
`
`Chief Executive Officer
`
`06/02/2014
`
`

`

`PTO Form 1478 (Rev 9/2006)
`
`OMB No. 0651-0009 (Exp 12/31/2014)
`
`Trademark/Service Mark Application, Principal Register
`
`Serial Number: 86297477
`Filing Date: 06/02/2014
`
`To the Commissioner for Trademarks:
`
`MARK:(cid:160)Phia Document Management(cid:160)(Standard Characters, see mark)
`The literal element of the mark consists of Phia Document Management.
`The mark consists of standard characters, without claim to any particular font, style, size, or color.
`
`The applicant, Phia Group Consulting, LLC, a limited liability company legally organized under the laws of Massachusetts, having an address of
`(cid:160)(cid:160)(cid:160)(cid:160)(cid:160)(cid:160)163 Bay State Drive
`(cid:160)(cid:160)(cid:160)(cid:160)(cid:160)(cid:160)Braintree, Massachusetts 02184
`(cid:160)(cid:160)(cid:160)(cid:160)(cid:160)(cid:160)United States
`
`requests registration of the trademark/service mark identified above in the United States Patent and Trademark Office on the Principal Register
`established by the Act of July 5, 1946 (15 U.S.C. Section 1051 et seq.), as amended, for the following:
`
`(cid:160)(cid:160)(cid:160)(cid:160)(cid:160)(cid:160) International Class _______:(cid:160)A comprehensive system consisting of software which allows for the automation of health and welfare benefit
`plan drafting and other plan-related functions, including collaboration with experts
`
`In International Class _______, the mark was first used by the applicant or the applicant's related company or licensee or predecessor in interest
`at least as early as 07/11/2012, and first used in commerce at least as early as 04/18/2014, and is now in use in such commerce. The applicant is
`submitting one(or more) specimen(s) showing the mark as used in commerce on or in connection with any item in the class of listed goods and/or
`services, consisting of a(n) PDF copy of user's manual.
`
`Original PDF file:
`SPE0-50199243137-095326123_._User_Manual.pdf
`Converted PDF file(s) (14 pages)
`Specimen File1
`Specimen File2
`Specimen File3
`Specimen File4
`Specimen File5
`Specimen File6
`Specimen File7
`Specimen File8
`Specimen File9
`Specimen File10
`Specimen File11
`Specimen File12
`Specimen File13
`Specimen File14
`
`For informational purposes only, applicant's website address is: http://www.phiagroup.com/
`
`The applicant's current Attorney Information:
`(cid:160)(cid:160)(cid:160)(cid:160)(cid:160)(cid:160)Adam V. Russo, Esq. and Ron E. Peck, Esq., Jennifer M. McCormick, Esq.
`(cid:160)(cid:160)(cid:160)(cid:160)(cid:160)(cid:160)163 Bay State Drive
`(cid:160)(cid:160)(cid:160)(cid:160)(cid:160)(cid:160)Braintree, Massachusetts 02184
`(cid:160)(cid:160)(cid:160)(cid:160)(cid:160)(cid:160)United States
`
`The applicant's current Correspondence Information:
`
`

`

`(cid:160)(cid:160)(cid:160)(cid:160)(cid:160)(cid:160)Adam V. Russo, Esq.
`(cid:160)(cid:160)(cid:160)(cid:160)(cid:160)(cid:160)163 Bay State Drive
`(cid:160)(cid:160)(cid:160)(cid:160)(cid:160)(cid:160)Braintree, Massachusetts 02184
`(cid:160)(cid:160)(cid:160)(cid:160)(cid:160)(cid:160)781-535-5622(phone)
`(cid:160)(cid:160)(cid:160)(cid:160)(cid:160)(cid:160)781-535-5656(fax)
`(cid:160)(cid:160)(cid:160)(cid:160)(cid:160)(cid:160)arusso@phiagroup.com (authorized)
`
`A fee payment in the amount of $325 has been submitted with the application, representing payment for 1 class(es).
`
`Declaration
`
`The signatory believes that: if the applicant is filing the application under 15 U.S.C. Section 1051(a), the applicant is the owner of the
`trademark/service mark sought to be registered; the applicant or the applicant's related company or licensee is using the mark in commerce on or
`in connection with the goods/services in the application, and such use by the applicant's related company or licensee inures to the benefit of the
`applicant; the specimen(s) shows the mark as used on or in connection with the goods/services in the application; and/or if the applicant filed an
`application under 15 U.S.C. Section 1051(b), Section 1126(d), and/or Section 1126(e), the applicant is entitled to use the mark in commerce; the
`applicant has a bona fide intention to use or use through the applicant's related company or licensee the mark in commerce on or in connection
`with the goods/services in the application. The signatory believes that to the best of the signatory's knowledge and belief, no other person has the
`right to use the mark in commerce, either in the identical form or in such near resemblance as to be likely, when used on or in connection with the
`goods/services of such other person, to cause confusion or mistake, or to deceive. The signatory being warned that willful false statements and
`the like are punishable by fine or imprisonment, or both, under 18 U.S.C. Section 1001, and that such willful false statements and the like may
`jeopardize the validity of the application or any registration resulting therefrom, declares that all statements made of his/her own knowledge are
`true and all statements made on information and belief are believed to be true.
`
`Declaration Signature
`
`Signature: /Adam V. Russo/(cid:160)(cid:160)(cid:160)Date: 06/02/2014
`Signatory's Name: Adam V. Russo, Esq.
`Signatory's Position: Chief Executive Officer
`RAM Sale Number: 86297477
`RAM Accounting Date: 06/02/2014
`
`Serial Number: 86297477
`Internet Transmission Date: Mon Jun 02 12:21:06 EDT 2014
`TEAS Stamp: USPTO/BAS-XX.XXX.XXX.XXX-201406021221064
`56251-86297477-500457f975313ba14141079a4
`70d375b3c0f2d4d1793f397cc8ba4768736b626e
`-CC-11115-20140602095326123820
`
`

`

`Phia Document Management
`
`

`

`User’s Manual
`
`Phia Document Management
`2014 Edition
`
`THE
`
`PHIA
`
`GROUP
`
`©2014, Phia Group Consulting, LLC
`163 Bay State Drive Braintree, MA 02184 1 Phone: 781-535-5600 ‘Fax: 781-535-5656 |
`
`

`

`Table of Contents
`
`GENERAL INFORMATION ................................................................................................................................... ..3
`
`SYSTEM OVERVIEW .................................................................................................................................................. .3
`PROJEC T OVERVIEW.................................................................................................................................................. .3
`PDM TEAM MEMBERS .............................................................................................................................................. .3
`
`SYSTEM SUMMARY .............................................................................................................................................. ..4
`
`USER ACCESS LEVELS ......................................................................................................................................... ..5
`
`GETTING STARTED ............................................................................................................................................... ..6
`
`LOGG]NG ON ............................................................................................................................................................ ..6
`ADD1'NG,"CHANGING USERNAME & PASSWORD ........................................................................................................ ..6
`
`USING THE PDM SOFTVVARE ............................................................................................................................. ..7
`
`HOME SCREEN/ACTIVE DOCUMENTS ....................................................................................................................... ..7
`VIEWING CHECKLISTS .............................................................................................................................................. .. 7
`ADDING A NEW CL]ENT GROUP ............................................................................................................................... ‘.8
`GROUP WAREHOUSE ................................................................................................................................................ ..8
`ATTACHMENTS ........................................................................................................................................................ ..9
`CLIENT MANAGEMENT PAGE ................................................................................................................................. .. 10
`MASTER DOCUMENTS PAGE .................................................................................................................................. .. 10
`
`CREATING A NEW CHECKLIST ....................................................................................................................... ..11
`
`CHECKLIST FEATURES ........................................................................................................................................... .. 1 1
`
`VIEWING OF DRAFT/CLEAN DOCUMENT .................................................................................................... .. 13
`
`DOWNLOADJNG A DOCUMENT ................................................................................................................................ .. 13
`SEARCHING A RAW DOCUMENT ............................................................................................................................. .. 13
`
`HELPFUL HINTS ................................................................................................................................................... .. 14
`
`

`

`General Information
`
`System Overview
`
`The PDM software only works with the latest version of the following internet browsers:
`
`0
`
`0
`
`Firefox Mu”
`
`Internet Explorer
`
`Project Overview
`
`A primary distinguisher between PDM and Various other automated drafting software solutions is our
`focus on meeting client expectations. We combine automated software with our expertly tailored custom
`service support
`In our experience, we’ve learned that
`the “cut
`them loose” approach only yields
`confusion and lower client satisfaction. We here at The Phia Group pride ourselves in having “A
`Revolutionary Passion for Savings” and creating the most user friendly automated plan document
`software on the market.
`
`PDM Team Members
`
`Kristin Spath: Product Development, PDM
`Kristin. Spath@phiag{oup.com x1 1 83
`
`Toussaint Anderson III: Project Alanager, PDM
`Toussaint.Anderson(a)phiagroup.com xl 162
`
`Lauren Bishop: PGC, Manager
`Lauren.Bishop@phia2roup.com xl 13 8
`
`Jen McCormick: PGC, VP
`Jen.McCorrnicl<@phia2ro11p .com xl 135
`
`Mara Green, (l'AiM
`Mara.Gre-en(c}>phia2ro11p.com xl 151
`
`Kelly Dempsey, Attorney
`Kelly.Dempsey@phiaeroup.com xl 168
`
`Corrie Cripps, PGC, Legal Assistant
`Corrie.Cripps@phia2roup.com xl 188
`
`LeAnne MacKenzie, PGC, Legal Assistant
`LeAnne.MacKenzie@phia2roup.com x] 102
`
`
`
`

`

`System Summary
`
`PDM is built upon ColdFusion programming language and is hosted on a Virtual Server that is running
`Windows 2008 R2 operating system, PDM was created in conjunction with the developers at ten24
`Digital Solutions. Ten24 is a digital solutions provider that helps companies use and understand cloud-
`based software to solve complex business requirements. Ten24 is located at 300 West Main Street
`Building A, Northboro, MA. They can be reached at 877-886-5806 or by email at info@ten24web.corn
`
`

`

`User Access Levels
`
`0 Client Administrator
`
`0 Client User
`
`0 View Only
`
`

`

`Getting Started
`
`Logging On
`
`Step 1: G0 to http://gdm.phiag§0up.com
`Step 2: Type email address and password into assigned space
`
`Login
`
`PASSWORD “'
`
`SUBMIT
`
`

`

`Using the PDM Software
`
`Home Screen/Active Documents
`
`Options to Search/sort items via the following ways:
`0 Company
`0 Checklist
`0 Master Checklist
`
`0
`
`Last Updated
`
`Company '
`
`Chedrlist '
`
`Master Checklist '
`
`Last Updated '
`
`The user can sort through these items by Viewing in ascending or descending order. Additionally, the
`user can Search by typing the applicable name of the company, checklist, or dates after clicking the drop
`down arrow next to the header.
`
`Checklist V
`
`.
`
`f:‘:HT
`
`‘* Sort I-'-.5-cending
`
`*1‘ Sort Decencling
`
`CI
`
`Note: If no checklist is created, then there will be no Viewable documents under the active
`documents page.
`
`Viewing Checklists
`
`The user has the ability to View “active chec1<list(s)” within the “Home Screen” by clicking on the “View”
`
`button 9
`
`

`

`Adding a New Client Group
`
`Step 1: Within the “Home Screen” page, click the “New Client Group” button.
`
`0 New Client Group
`
`Step 2: Within the “Group Name” box, type group name.
`
`Group Name
`
`Step 3: Click save.
`
`Step 4: After creating “New Client Group,” you will be directed to the “Client Group Warehouse.”
`
`Group Warehouse
`
`The user can sort through these items by viewing in ascending or descending order. On this page, the
`user can only Search by typing the applicable name of the company (i.e. checklist).
`Checklist '
`
`SORT
`
`* Sort Ascending
`
`"F Sort Decending
`
`0.
`
`Note: The user can View the status of the checklist Via the “Status” column within the “Client
`
`Group Warehouse” screen.
`
`

`

`Attachments
`
`Uplaading New Attachments
`Step 1: Within “Client Group Warehouse” screen, click on “New.” [3 New
`Note: This will bring you to the “Document” screen.
`
`Step 2: On the “Document” screen, provide the name of the attachment; click browse to search your
`computer/server/etc.
`and obtain the document
`to be
`attached to
`system;
`then click save.
`
`Name selected.
`File
`Note.‘ This will bring you to the “Attachment” screen. Alternatively, the user can also upload attachments
`
`from this screen as well by clicking the New Attachment button
`
`.
`
`.
`
`4
`
`the user to the “Document” screen.
`
`Viewing Uploaded Attachments
`
`Step 1: On “Client Group Warehouse” screen, click “Attachments.” B-°‘“3Chm9"'t5
`Note: This will bring you to the “Attachments” screen.
`
`N
`
`Aft’
`
`h
`
`t
`
`A
`
`which Wlll bring
`
`.
`
`.
`
`

`

`Medical Benefits Grid
`
`Client Management Page
`
`The user is provided with a link to the Medical Benefits Grid, in which they can download a copy of the
`grid, populate their client specific benefits and percentage Values, and follow the steps to attaching a
`document to the PDM software (see page).
`Here's..a link to the Medical Benefits Grid IZEXCEIL file]
`
`Viewing “Client Group \Varehouse”
`
`The user can access multiple “Client Group Warehouse(s)” from this page. The user can sort through
`these items by Viewing in ascending or descending order. Additionally, the user can search by typing the
`applicable name of the company or dates into the search box.
`
`Master Documents Page
`
`Che user is provided access to View the “Plan Document Template(s)" and “Master Checklist(s)" used to
`populate applicable Plan Documents for Client Groups.
`
`This page displays a listing of all master plan document and checklist templates that are used to create
`checklists for different groups.
`
`The user cannot change or edit the name of a document once it has been created. The user must Contact
`Phia for any additional changes.
`
`

`

`Creating a New Checklist
`
`Step 1: Within “Client Group Warehouse” screen, click “New Checklist”
`
`0 New Checklist
`
`Step 2: Choose applicable “Master Checklist” and “Plan Document Template”
`
`New Checklist
`
`Master Checklist
`
`SPA Testing 2 19‘
`
`Plan DocumentTemplate
`
`SPA Testing Template 2 13
`
`Groupcheszklist Name
`
`Step 3: Within “Group Checklist Name,” enter applicable checklist name; and click “Save Checklist”
`button
`
`Save Checklist
`
`Step 4: Complete Checklist
`
`Checklist Features
`
`Table of Contents /Navigation — — Also, scrolls the page with the user.
`
`Q Sea rch
`
`Search
`
`— Search applicable checklist for various references to specific language.
`
`Complete Checklist 53 '3°”‘F’l'3te check‘-"5’ — Submits checklist to Phia and sends completion email to
`
`client/group fnofitrther editing by cliem/group).
`
`View All Answers 5 View A1lAnSWErS — Tangible document of checklist questions and answers (PDF
`
`download available)
`
`Duplicate 9?! Dutllicate — Allows user to duplicate checklist (i.e. multiple plan types, new plan year,
`
`etc.).
`
`_
`Saving W‘ 53‘'"“3-"
`
`GPH has been saved.
`
`— Located at the top and bottom of
`
`checklist sections. Also, scrolls with the user. After clicking the save button, the user cannot press it
`
`again until the document has saved. Notification of a saved checklist appears within green box at the
`
`top of the checklist section as well as in the scroll bar if the user is moving down the page.
`
` 11
`
`

`

`Note: Current page MUST be saved prior to navigating away or else information will be lost.
`( Previous Section
`) Next Section
`
`0 Previous/Next Section
`
`checklist sections.
`
`— Allows user to navigate through the adjacent
`
`0 Comments -
`
`. Post Comment Qwew (D) The end
`
`-user would use comments to request and View
`
`language changes or modifications. Comments are for Phia to make “post-merge” changes.
`
`0 Question /Answer Hints — 9 Can be used for compliance issues, drafting notes, etc.
`
`0 Default language options — Generic options appear within textboxes.
`
`Plan Ad m i nistrator Street Address:
`
`0 Types of Questions
`0 Text Box
`
`0 Multiple Checkbox
`
`C l
`
`:
`
`I:
`
`0
`
`Single Selection
`
`®
`
`0 Multiple Selection — Ctrl+Click
`HIPAA
`Section 125 Plan
`HSA Plan
`ISD
`COP Maximum
`Lifetime Maxlimum
`Vision Care Plan
`
`One Call Care Man.age:menl
`Plan Restatement
`
`PFESC Fl ption DFUQ Plan
`ran
`
` 12
`
`

`

`Step 1: Within “Client Group Warehouse,” locate applicable “Client Group.”
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`Viewing ofRaw Document
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`Step 2: View “Client Group” by clicking the “View” icon
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`Note: Due to the length of document and number of checklist questions, there will be a short wait
`to populate the raw document for review.
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`Downloading a Completed Document
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`Step 1: The user must View the raw document prior to downloading.
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`Step 2: Click “Download” in the top right corner of the screen of the raw document.
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`Step 3: The user must accept the disclaimer prior to being able to download any documents.
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`Step 4: After accepting the terms and conditions, the user may now download a draft or complete
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`Download Draft
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`Download Clean
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`document by clicking on the appropriate selection.
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`Step 5: After the user clicks the appropriate document type to download, a notification box will pop up
`and ask if the user wants to open or save the file.
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`Step 6: The user should open the file and then save to the appropriate location on their computer.
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`Searching a Row Document
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`Step 1: Use the afore mention steps for “Viewing a Raw Document”
`Step 2: Once the document has loaded, press Ctrl+F to bring up the search bar
`Note: The search bar will be displayed in different areas depending on what browser is being used
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`Internet Explorer
`3 Plan Doc
`x Find: l
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`Firefox
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`Step 3: Input information to be searched and press Enter
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`Highllghlgll Malgh (as: X
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`

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`Iieqyfidlihns
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`Phia Home Button
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`Click the Phia Home button to be directed back to the Home Screen/Active Documents page.
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`,
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`THE
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`42 PHIAGROUP
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`Purpose
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`Comments
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`This is an interactive feature on PDM. It allows the end-user to directly communicate with Phia. The end-
`user would use comments to request language changes or modifications. The scope of the comments
`function is to request custom language, and is not to be used as a tool to request consulting.
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`Should a comment relate to a consulting question, the end—user will be notified and further actions will be
`taken to ensure an additional charge is approved for the consulting matter. Comments are for Phia to
`make “post-merge” changes.
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`How to Post, View and Edit
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`Step 1: Within “Client Group Warehouse” screen, click on “Post” link.
`Step 2: Write comment and click save.
`Step 3: Within “Client Group Warehouse” screen, click on “Comments” link.
`Step 4: View comment.
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`To edit a comment, proceed with thefo/'lou‘I'ng steps.‘
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`Step 5: Click edit I , update comment, and click save.
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`Text Boxes
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`Text Boxes display exactly what is written
`Example: If the group wants the numbers spelled out, the user drafting the document (via the checklist)
`must include exact format within the text box (i.e. twenty-four (24) hours VS. 24 hours)
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