Ethics Commission
City and County of San Francisco

How to Complete an Electronic Statement and Obtain Electronic Signatures From All Signers Using the Free Electronic Filing System

The committee officer with control of the committee account should complete the following steps to create a statement and obtain the electronic signatures of all signers on the statement.

  1. To sign electronic statements using the free electronic filing system, login to your Netfile user account and, if you have access to more than one committee, click the appropriate committee name. 
  2. If this is a new account, go to the “Officer Information” tab in the “Committee Set-Up Wizard.”  If you have used the system before, click the “Statements” menu and choose “Officer Information.”  Click your name in the “All Officers” table.  If you are not listed as an officer, click to “Add a New Officer”;
  3. Under “Signer Information,” enter your Signer ID number in the box.  Click to “Save Changes”;
  4. Add any additional required signers to the “All Officers” table, such as a controlling candidate, principal officer, or assistant treasurer and enter each individual’s Signer ID;
  5. Proceed with entering the committee’s transactions into the electronic filing system;
  6. When creating a new draft statement, click the name of each signer in one of the four signer boxes;
  7. Create the draft statement and review the document by clicking the “View” button from the home page;
  8. Click “E-file” to submit the statement;
  9. Enter a valid e-mail address to receive an e-mail confirmation of submission and click “Submit E-Filing to Agency.”  Your filing will be moved into a pending queue, awaiting the confirmation of all signers.  If the committee officer who submitted the statement is also a signer, that committee officer must also sign the statement;
  10. An e-mail will be sent to all signers notifying them that a statement is awaiting their review and signature.  Instruct any additional signers to check their e-mail and follow the instructions in the e-mail to sign the document.  Statements that are not signed by all signers within 30 days will be removed from the pending statements queue.  The system will e-mail daily reminders to each signer as a reminder to review the statement;
  11. Click your name in the upper-right corner of the page to access the Netfile User Home;
  12. Click “Signature Verification” and then “View Pending Filings”;   
  13. Click “View Filing” to review the statement;
  14. Click “Accept” or “Reject” to approve or disapprove of the statement; and
  15. Enter your signer PIN number and click “Accept/Reject Filings.”  The statement will automatically submit to the Ethics Commission once ALL of the signers have signed the statement.

Secondary signers, such as a controlling candidate, assistant treasurer, or principal officer, should complete the following steps to sign a document:

  1. After the treasurer has submitted a statement, you will receive an e-mail notification that a statement awaits your review.  Click the link in the e-mail to be taken to the system login screen;
  2. Login to the electronic filing system using your Netfile User Account credentials;
  3. Click your name in the upper-right corner of the page to access the “Netfile User Home” if you are not taken to that page by default;
  4. Click “Signature Verification” and then “View Pending Filings”;  
  5. Click “View Filing” to review the statement;
  6. Click “Accept” or “Reject” to approve or disapprove of the statement; and
  7. Enter your signer PIN number and click “Accept/Reject Filings.”  The statement will automatically submit to the Ethics Commission once ALL of the signers have signed the statement.

Statements will not be considered accepted until ALL of the signers indicated on the draft statement have completed the signature process by reviewing the statement and entering their respective PIN numbers.  If a statement is in the pending filings queue before a filing deadline, but is not verified by all signers until after the filing deadline, the statement will be considered late.

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