AutoFiler Guide

AutoFiler User Guide

Everything you need to go from a blank account to filed, sent, and tracked California public works and private-project compliance forms. New here? Start with Getting Started and work down — or jump straight to the section you need.

Guide sections

• Getting Started — Create your account, how credits work (generate & preview free; pay only to download or send), access options, and data retention.
• Company Profile & QuickBooks — Set up your company details and signature, and sync everything automatically from QuickBooks Online.
• Projects — Create a job, set its type & your contractor role, add subcontractors, send Information Requests, and find any project in seconds.
• Unions & Dispatch — Enter each apprenticeship committee once, then fan out the DAS-140 and run repeatable DAS-142 dispatch rounds.
• Generating Forms — The 4-step wizard: choose your forms, fill fields with a live PDF preview, generate, and preview.
• Sending & Delivery — Download, email, or USPS-mail your forms (with tracking), and let DAS-142 recipients reply with no login.
• Address Book — Save contacts once, store per-committee dispatch defaults, mark favorites, and bulk-import by CSV.
• Filing History — Every form you’ve generated, with status, the form-type color key, and live mail tracking.
• Tips & FAQ — Best practices and quick answers to common questions.

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Need Help?

If you have questions or run into any issues, reach out via our Contact page or call us at (916) 234-3277. We’re here to help you get your forms filed quickly and accurately.