Help for GEFS
Editing Contribution Details
To correct errors that may have been made in contributor details or to attach or detach an image from a contribution, use EDIT in the Electronic Filing Contribution Menu.
The CONTRIBUTOR(S) SELECTION screen will appear. Enter as many criteria as possible to limit your search and make it more efficient.
If you have sufficiently narrowed your search, the single contribution item will appear on your screen in the EDIT AN ITEM IN A SCHEDULE screen (see next page). If the search has produced more than one contribution item, a spreadsheet will appear. Locate the contribution item you wish to edit, CLICK on that item to highlight, and Click on the EDIT button on the bottom right side of the screen.
EDIT CONTRIBUTION DETAILS: You may make on-screen edits to any of the Contributor Details information concerning this contributor. Click SAVE when you have finished your edits.
ATTACH AN IMAGE: To attach an image of a check, deposit slip, or related document that you have already scanned into GEFS to this contribution item, select the Check, Deposit Slip, or Related Documents Tab. CLICK on ASSIGN to view the available unattached already-scanned images.
Use the NEXT or PREVIOUS buttons to find the document that you want to attach to the contribution information on the left side of the screen.
LEFT Click on the document on the screen to highlight it, and CLICK on ASSIGN to “marry” the contribution details with the image. Click on SAVE.
TO SCAN A NEW IMAGE INTO GEFS IN THE EDIT MODE: If you need to scan an image of a check, deposit slip, or related document into GEFS after contribution information has already been entered, select the Document Type that you need to scan. For example, the following screen will appear if you selected the Related Documents tab.
Click on SCAN. After scanning is completed, the check, deposit slip, or related document image will appear on the right side of the screen.
TO REPLACE AN EXISTING IMAGE: Click on OVERWRITE to replace a previously-scanned image with the newly-scanned image. Click on RETURN. Click on SAVE.
TO INSERT AN IMAGE: Click on INSERT NEW IMAGE to “marry” the newly scanned image to the contribution details. Click on RETURN. Click on SAVE.
Use the ROTATE buttons to move the image on the screen.