User Guide: Create a Campaign Finance Account1
Campaign Finance User Guide
Table of Contents
Create a Candidate Profile Account.........................................................pg. 1
Create a Political Action Committee.........................................................pg. 8
Create a Treasurer Profile.......................................................................pg.17
Create a Candidate Profile Account
Step 1. Go to: hops:df�l�ctions,sos,idho.ov�TE[}lrrlpinPortalrLandir�sx
Step 2: Click on `Create an Account.' (for multiple campaigns see directions at the end
of these instructions on page 6)
(4µ nllll II Diic)i 1 lt have aii I, ac—,(.9..2�.I111"t"?
��� rt , ;I Click tune boutton below to start creatir�rg;� olur..
cani[jaligun p oital iccount�.
''ap
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Fig. 1
Step 3: Enter your first name, last name and email address, then click `Submit.'
FPA
Enter YOUV- fh-St narne, last narne and er-nail address bellow. An ernaill wiflUl be sent tcri
ycnu %vth instr-UCtllr)InS to cornplete creating your account.
The ern-401 yOU pIrOVIkle will crdy be used for senchirig to yOU. It WHI
not be n-nade availablle for IDUbIlIC record.
Cn eatl e 'YonAc co4'4it
1 11", f M/�I'AL
C—dy,
D.t.
Fig. 2
Step 4: Close window or minimize.
An e-irra�H has, been sent Wth 4ISt1rUCti011S to complete creed( g youir aCCOUnt.
Fig. 3
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Step 5: In your email account locate the email from �S5stem�5ten�exsolutions.com
entitled Campaign Finance Account Pending.
Step 6: Once you locate the Campaign Finance Account Pending email, open and view
the link shown in Fig. 4.
3
Step 7: Click `Complete Creating Account' link.
Campaign Finance Account Pending Inc„=u e gIIIBI U
eystem(Nfenexsalut ons.com Anel lr Iz, a.: 'i1',
tf c.F
rreer C.aedy.
Your JI.I.. of Idnlne Cwnpalgn Fllroance Partel account is pending.
Yot •Ill need t,, —plete the acc f ,ti,, pnac, t —the roM---pig, fi—pI,rfl,g syeVem.Usothn CmmplPm C,eatng Accaentl nk lbd—ro mmpl- thIsµrmc—
A., pert of accd. t cr..atonyoc w'llh nl,-I to paid_,, optI—,I tnPrna— Yoko Y- --- .1 aoit er ilaIdr— to lagyn to tlrc aywtPrn. Tlrc narrre i, not—jiired.
Y., 'Il be-ked lao yor-call pMorc rrembe-a rdd SPh- nI- The .... -1lmf nelontYat yauprvvde trn nccoi 4E-cetu�n.'r clyd gtteene'I eddi s, ,II orllyb oa IX account ve C ator uid co �r un ceN'rg rvthy ., rd',gy account.
Tht^, Intourn.xt2n �ryllll - be —da a—I.bl. tau public r—iid.
Please Note: TIN, III AII erplue Ai 24 hu - at hid, pd,,t you MII I, t nler yo nd e—III ap i"
EYtE Crc,atirlcl.nr.c...r..:�.u.i.l:]
W,r are N®ppy to II if you Ira— zny gveotlorrs. Please c ,n - ug al .gI4°.Ell4r5g. l 4'I u',u3 ga.
uln early.
Idaho Secretary W st3f5
EI—i— Office
Fig. 4
Step 8: After clicking the link you will be redirected.
Step 9: Fill in the following information to `Create Your Account.'
First Name=
Last Name=
Email=
USERNAME=
PASSWORD=
CELL (optional)
BUSINESS PHONE (optional)
HOME PHONE (optional)
Step 10: Once the information has been filled in click `Create Account.'
Step 11: Once Create Account is complete you will start the Candidate campaign
profile. Click on `Candidate.' Clicking on candidate will expand this page. As seen in
Fig. 5.
Fill out the Campaign General Info.
Election Year -
Jurisdiction=
Office Sought=
Party--
E!
Business Phone= your work number
Campaign Email=
Address=
Mailing Address different=
Click `Next.'
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(208) 3320832
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ADDRESS 1*
700 YV JeRemon St
ADDRESS 2
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Fig. 5
Step 12. "Important" whoever is assigned as treasurer must be registered to vote in
the State of Idaho and provide their residence address as listed on their voter record.
Choose 'Assign Someone else as a Treasurer' and fill out the following info:
Treasurer Appointment --
Treasurer Details=
Treasurer Email=
Ill - oi, R R ly"O 11
A—k-j—, hAy—If s ti T, --r— 40 A—lcj—, S--n- -11— 7---
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Fig. 6
Step 13. You will be asked to confirm the information listed and click `Submit.'
7
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Fig. 7
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Step 14. Set up is complete. You will be brought to this page:
Cash on H,,,,d
0.00
$0.00
$0 1 0 1
00 0
Fig. 8
$0.00
$0.00
$0.00
The link for the Campaign Finance Portal is:
Multiple Accounts:
Actiorl Required
**If you will have multiple accounts, you can add these additional accounts by
clicking on 'New Campaign' from your existing account and the multiple
campaigns will all be housed in one account under the same email/password.**
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Cash on Hand DOLA
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Create a PAC Profile Account
Step 1. Go to: https.l�ele�tior�s,sos,id�ho.govCTE����rr�pinPortalfL�ndin .�s
Step 2: Click on `Create an Account.' (for multiple campaigns see directions at the end
of these instructions on page 15) Please Note: If you have a Lobbyist Account you will
use that same email and password and go straight to Login.
D llw) 1ii Il have aii I
III rt , ;I Click tune bouttcrn below to start creatir�rg;� olur-
canipalign postal icccaurnt�.
''ap
I r1VIiIfl i ',1dArl rp'i'' MIIIIIIIIIIIII III
Fig. 1
Step 3: Enter your first name, last name and email address, then click `Submit.'
Enter first nzarnne, Ila.st n.irr-ne Ord er-ruziil address &. ello - An �rrr illl ^w il1lIll be sent tc>
yc>u.e Wltth ilrnSUw-actlir)lrIS to cornpllete cr-e idrig yc>u_ir :Ic:cc>u.arlt.
rlhu� c r-ruw-r li ll ycnu-A prckvlfd4 will cwrrnly h- LA-,K't fCc lr ^scarndlirli,+g crklr-r-moo rrricatirrrnrr.; tcw yenu.. IIt will
nc>t be :iwvailzaV lIe fc.w IgraULOIC. rr-cram-c!.
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c::v"6y
------------------------------------------------
Fig. 2
Step 4: Close window or minimize.
An le-IrrlallllV has, been sent wilth triStleUCtiOnS W complete creath-ig youir acccarrnt.
Fig. 3
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Step 5: In your email account locate the email from SSj t ,@tenexsolutions.com
entitled Campaign Finance Account Pending.
E
Step 6: Once you locate the Campaign Finance Account Pending email, open and view
the link shown in Fig. 4.
Step 7: Click `Complete Creating Account' link.
Campaign Finance Account Pending Inir=u e
aystem(Ntenexsalut ons.com noel
gewr C-dy.
Your JI.I.. of Idnlne Cwnpalgn Fllroance Partel account is pending.
Yot •Ill need t,, nmplete the acc f eatlon pnac, t —the roM---pig, fi—pI,rfl,g syeVem.Usothn CmmplPm C,eatng A—,,,tl n k lbd— ro mmpl-thIs µrmcess.
A., pert of accd. t cr..at on. yoc w'll h nl,-I to pa 'rY_ ,, optI—,I tnPrnama. Yo i ca Y u„ -- .1 ao it er it a Idre.,s to lagyn to tlrc aywtPrn. Tlrc narrre i, not—jiired.
Y., Il be axked lao yor-call pMorc rrembe-a rdd SPh- nI- The .... -1lmf nelontYat yaup,,,de trn nccoi 4E-cetu�n.'r clyd gtteene'I eddi s, ,II orllyb oa IX account ve C ator uid co r un ceN'rg rvthy efga rd'rg �uu account.
Tht^, Intourn.xt2n �ryllll - be —da a—I.bl. tau public roe M
Please Note: TIN, III AII erp!,. Ai 24 hu - at hid, pd,,t you MII I, t nler yo nd e—III ap i"
EYtE Crc,atirlcl.nr.c...r..:�.u.i.l:]
W,r are N®ppy to II if you Ira— zny gveotlorrs. Please c ,n - ug al .gI4°.Ell4r5g. l 4'I u',u3 ga.
uln early.
Idaho Secretary W st3f5
EI—i— Office
Fig. 4
Step 8: After clicking the link you will be redirected.
Step 9: Fill in the following information to `Create Your Account.'
First Name=
Last Name=
Email=
USERNi:
PASSWORD=
CELL (optional)
BUSINESS PHONE (optional)
HOME PHONE (optional)
Step 10: Once the information has been filled in click `Create Account.'
Step 11: Once Create Account is complete you will start the Candidate campaign
profile. Click on `Political Action Committee.' The page will expand. Fill in the
Chairperson's General Information.
10
i ia ir pe r -,c) irC, e irn o n i o
P.yt—
I ", " I I " A r A I
Pally—rd
i ,t j,,ii jr ,,, i ^i ,c,,i )i
Oth.,
P,11MI)LI NJAP,OL
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p.y t,,, n 2. t — (, y . V, .
Fig. 5
Step 12: Fill out the Chairperson's Address Information then click 'Next.'
nfc)
75 ','V.,t IEdgf—ld Dn—
Al
B—S. 11 D B3,704
NA", rtM, ril '�`-- 1—y
Fig. 6
Step 13: Click on the appropriate choice to Assign Treasurer.
y— Q,-�
11
CV�oose to either assign yol-firs,ealf as a treasurer, or assign soin-Ieone, else and
�let them confirm via emall.
Treasu, re l-,Ala-) ,vtlrr�&n t
.................................................................. ............................................................................................................................... I", ...............
Assign Myself as a Ti-eMUrer
Assilgri Soi-neore else as a 7reaSUI-el'
Fig. 7
Step 14: Fill in the Treasurer information then click 'Next.'
Choose to either assogn yOL,11'S,Plf as ZA treasureir, or assiwgn sorreane else and
Ilet them conflrm via ernail.
11 reasair eir A�p 11 in t irne In t
0 Assig,i ii Myself as a Treasurer Assign Scirneone else as a Tie,isLflel'
11 rieaswrefir 's 1',Jaiirie ,und
F iI I NA"",41 W,I `,�Al',/H
Peyton
Packard
I MA I 11`-jF 1
75 West Edgefjeld Di ive
P,I ,Wd "ji-F L. 11`-iF ,,
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Bc,ise 11 ID 63704
USA
I PRIHIAC)� .,I,-1 1101111, W a
Fig. 8
Step 15: Confirm the information is correct and click `Submit.'
12
• C'onfirm the il-IfO[I-Ilatbl�l Y'OU enteire.d below.
• If &nythirig liis ir� icorrect, go lbac�k to thiit step and correct it.
• When evei-
ything looks good, click SUIDMiI,.
C (,)� II i, f III Ir "n i-,i t II o
N I C L, ) R I'di / I I () NI
�Peyton Packard
p,eyton2.tei��ex@y-ali�oo.ci,i-i
75 West End gefielld Drive
Bois,e, ID 83704
� )" 1, l i J, I P�J, i ( �1 1,,' vI A I VC)
Peyton Packard
","I A I L
p,eyton2.tei,iex@yah�oo.coi,i-i
E: """IA N E::"J, r /I Fr". [:: SS
75 West Edgefielld Drive
Boise, ID 83704
Rt-�4I I Rlie�,,iii ie %Pi
C) ",J E ',J 1, J M D, I: R(S,)
(208) 045-7454 (bUs�ness)
75 West Edgefielld Drive
Boli'se, ID 83704
aC) `,I E �,I 1, J M S,)
(208) 045-7454 (bUslness)
75 West Edgefielld Drive
Boise, ID 83704
Carefti,�Iy re0ew the C- "I C f0irrn 1-4�ow before signing and SUbl�-rfttil-lg to the
,7,t,�tp
< P II 1,, I::V° ) u ) IS
Fig. 9
Step 16: Click on the PDF icon embeded in the screen that comes next to view and
verify the info on the C-1 C.
13
�Z AM;, �, C- t C
Rcv 1,11
S I A 1: 1 DA HCI
OFFICE OF I'l 11, SIA'R 11 A R Y OF S, IA I
LAWL.R].,NCIDiANiN
APPOINTMENT' AND CLATIVICATION OF
FOR COM NI ITTEES
1911earse Print w TVpe)
hkfs,uaw To secr4ml 67-1660 4t. 4, Idaho C,odc, No C'urimribuii,"pm Jwffl be eeeevcd uvr I'llade. b-"; cm, Lw b&6A rof a cavdjkbw Or
loxwkilcht ubirldhillee U0,16, I 1w m Aw Afufm)iIHS ;",I pqxhfiujl� mea%u I el aad Lefrifw% zhe. fuutte "mid ad'd0e%s CA f Ibe U'!LLAAHCI 7.0 IfiC SetterAM
cd Supe.
N gime: o f
(
Idahm ForestrNCo aPition
Nomeof Ctpmmmalce
l"arty
(
Peyton Packard
Affihialion:
1r](Atw,
Win k
ell
1'20S 045- 74 S4
orml liftee
7S We�st: Edgpfteld lDrive
Muld ing
Boise. ID 83704
pe`V`ton2.teinexPVahtro c:om
Fk,EVtr.)n Packard du heleby ccrld'$, mmil x6,111 thIC 1'61,11KWinl indi'VildLI'Mir Who MS 0
regkUTured uluc[(w of IhF. mtlle, of I&IFIcp as 1,1110, polifical treastrru- fim- 1he
J110VU: 11"11-11-od Calm(lid"Ile: oll- Conmilitlee:
CERTIFICATION r AND D A PPO I NTM E�'N'I`
qq
party� 011.0er El
imeaisure'�:
N f
I'Olril iC911
Peyton Packard
Wtvrk,
C0,11
Vholw: (208) 045-74S4
I'lume: 1209� 045-7454
75 West: Ed afield IDrive
Mailing ddresoc:
BoiseID 83704
75 West: Edgufield IDrve
Residonce A ddrus
s: Boise, ID 83704
p-yton2,.1G'Enex' �pyahoo.icr.)m
Peylon Packard
du heleby acicept the appoinITTICIIA 91S 1101ifiCIRI FACW"LLIVIr RV17 the above
1101111Cd CqUILlidake.
Inavarer
ikrrmw{"MIS FORNII RX:
dsullc Hcuiam E)vvkuvn
FrIO Box S372Y) Imp' 837204)(KO
r]4JH:r334,2%52 Fxc r20s334,22%.2
- 11 -
Fig. 10
14
Step 17: Electronically sign and click `Submit.'
F"irial IRievulevv
Car-ekflIy i-eOew tlhe C-I C f(Di�'rn bek-Poi I'Defoi-e signing and SUbir-nftting t(D the
,-Aate,,
a
S li t in i L r i Ire
1, Peyton IPackard, do heir-e-by accept the alpp,Dlllitr`rient as Ipolitiiical
fc-)ir. t[ie ahc�vp, inamed committee.
Peyton IF icka n d
1, Peyton IPackard, do he r-eby certify air-rd alp-Djpc-)mintthe fo I lovvi rig, incflVdll�ual
whi.) iiis a ir-egister'ed elllectc)ir- of the state :J Ildaho as the pi:flitiical ti-easur-eir- fc)r
the abc)ve nair-nee cc)irrir-r�fttee,,
rt "If HF'fl::: � H� (D
PeYton IPickand
Fig. 11
Step 18: You will get a green bar confirming the registration is complete.
Registrogdon has been completed! YOU Will Ibe sent an &-nall granting YOU
aa.-ess to the portal orice, the Office, of Elei.tions apP'I"OVF-'S your applii.-ation.
Fig. 12
15
Step 19: The Idaho Secretary of State office will need to verify both the Candidate and
the Treasurer are registered voters in Idaho and then approve their submission. This
process will normally be done once daily on scheduled days of business.
Once approved the Candidate will receive the following email:
a m cam^ i II 9 in F i m ""II a ni Tr chi a u. J9 re" r A lip lid Ir-c>v d', o u u u rIcm o�r
s,yrsiterv"n(cL)t ln,exsoilu.utiior,ns..COIMI ia:se,r7 grlidnef
l I Ix �..:.� Ira 1 �'::B Yid � � ,'",�^•
Dear Candy,
TM�e lnf€arrnaVon f•ar �rcaUr appoWit:ed t.reasUr-ers has be.ein reve�vved .a incu accepte-d.,
YOU cain now cc replete treasUrer appomtrrre,nt and .add trine cuesT_nated trearsurer t:0,,I€ Uf- carnpalgn.
Log Iback in to the State of IIldalho Campaigns IFinanc:e- Reporting system to s.ompiete trine Iprocess.
Fig. 13
Step 20: The Candidate will then need to go back into the system and approve you as
their Treasurer.
Step 21: Go to:hits:ff�l�ctic�rls,sos,idho.ov�TEDlC�rrri nPortsllL�ndinspx
Step 22: From the Launchpad click on the Campaign Desk tile.
Step 23: You will see a message that states `Click here to approve them.'
Ellectmn 'Year 2019 IV
YOU have treasurers awaiting voter registration approval l��r 41���w�� p������ pn I()lvel�n.
ndUde Completed
Fig. 14
Step 24: In Committee information you will see an option for `Self Assigned.'
16
Coin-mrnittee Iri1Farmrdation
Deg iier.I w.-ull.iiii,.m „ I.iI.;,,u,.u.i r.uV imi ua._r mm;i Self Assigned r j
�; m.m.Il urn-3 PIER, a AIGIE: •d.
Fig. 15
Step 25: Once Self Assigned is clicked you will see a list of Self Assigned candidates to
approve.
t i ho om,.. Yac n<dg 7ti s �dgeueld 3oiyw IU "177A V ➢9 :(i9
h Y�'rrsy ! ;rgee¢dd
Ft< rtarrJ rs�h4un Yes ���d�rq drrvr 1oLe IU �3. 6. f:, LG2019
Fig. 16
Step 26: Click on the Treasures name you would like to approve.
Step 27: The appointed Treasurer will then receive the following email:
Campaign Finance Treasurer Approved By Candidate u
system (otenexsolutions. com via sendgincl ret
Dear Trisha,
'v'raro treasurer" atpomtmen't is now complete, You can, novr log in to the the .State of Idaho Campaign Finance Rt porting system tofide reports,
Fig. 17
Step 28: The process is now complete and you can proceed to the Campaign Finance
portal at:
tt se,[/�I�r:tions.sas.idaho. ov/�EC3 C��It�ai�nPortal Landin .�spx
**If you are a candidate/chairperson for multiple accounts you will add the
additional accounts by clicking on `New Campaign' from the account you have
just created and the multiple campaigns will all be housed in one account.**
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ar ao,d,uad
4:;tsh on Hand C)clht
17
Create a Treasurer Profile Account
*Treasurers must be registered to vote in the State of Idaho and provide their residence
address as listed on their voter record.*
Step 1: The Candidate must first create their account and list you as the
Treasurer. In doing so you will be sent an email from System@tenexsolutions.com
entitled Campaign Finance Account Pending.
Step 2: Once you locate the Campaign Finance Account Pending email, open and view
the link shown:
**Helpful tip: When a candidate and a treasurer share a computer the candidate must
logout before the treasurer creates their account, otherwise the treasurer will be brought
to the candidates financial screen rather than their account creation screen.
Campaign Finance Account Pending
cyetem(Ntenaxealua onc.aom d �e,
�. rrn re lea -
Fig. 1
Il
I 1 , I I ?d2 old 7�4' T
Your State of Idg,,, Campaign fiurence YoHal account is pe,rding.
Yo, ,,,III teed W cerplete th.... [ .W., I... to t.:e th."" as nP.pgr fir-- Pz Iflh,gJ,. V,xC-plet.,C—til Accuutt lrl, lde— t. coirpte4. Itv.;yveew.
A., p ,t f acct MII b. eJ-1 to p a ld. a, oPtl n,4 t ame. Yot ca . tk e uu.srT a ne n1 p ema11 add .5, W Ioglh t. they. ey,t.,, They. name 1,rot i q, li d.
Y.t MII he n.a4ed taa yt�rc.ell pRtane ruvmbE x,d d,. Wlt e re.nbei. Th, e,n—lM titan that yeerp 'de fu, ncm t mam.'n Jtd gthee tt'I, iddr till crOy b. era IY i cweont—i 1 nand ec�'� 'cat ng et th yte ege tl'ng tntrxecut nt.
Thee li,lo apon"i"notbamEede — 4able too p,9,111, record.
Pl.—, Nurt7. ThN MI,II x,plua Al,ii 24 h at hl B t 'mt you w'll f —, t, -,, Yr loaf emt'll 'galin.
ltlirKil=
L ire Ili®ppy t. I if Y. i have y I ieetlans. ple -t uy of I , d ,, r fin. gay.
slh eely.
Idxha Ss,ntxty of Slate
El—i— Office
Step 3: Click `Complete Creating Account' link. (for multiple campaigns see instructions
in the middle of page 19)
Step 4: Fill in the information to Create Your Account.
First Name=
Last Name=
Email=
Username=
Password=
CELL (optional)
in
BUSINESS PHONE (optional)
HOME PHONE (optional)
Step 5: Click `Next.'
Step 6: Add the address then click 'Next.'
Einte i *,/(DL.11- narne aind a ddi ess be III �w. If YOU have a selparat l- I I! I -I g, a did I C-5s, PISr-,II t h � -Y--S- "JI In a IN I d pil - that addil as eII.
I
s-- 1--ct
i Few, I I,J "d"t I
1 4 1 g I
%, I , v I I 1 1: 1 1 T (J I fig^ I: I I f " I! 1 11 1 III , r I I I f1,1 II I I, I f I I ye. 4* NIJ
Fig. 2
Step 7: Click on the PDF icon embeded in the screen that comes next to view and verify
the info on the C-1 C.
Step 8: Electronically sign and click `Submit.'
19
III IF" [71F Ili, kf Evit—,
Y-111 I t 1'' 11-11,9 1 f h',m k -—lilt _I, t —11
F I I IF, !I
f " 11111 t I I rye-.'. f 1 11 1 F i, i I I t t i-, � t ,, t I
Fig. 3
Step 9: You will get a green bar confirming the registration is complete.
Registrogdon has been completed! YOU Will Ibe sent an &-nall granting YOU
aa.-ess to the portal once, the Office, of Elei.tions apP'1`0VF_'S your applii.-ation.
Fig. 4
Step 10. The Idaho Secretary of State office will need to verify both the Candidate and
the Treasurer are registered voters in Idaho and then approve their submission. This
process will normally be done once daily on scheduled days of business.
Once approved the Candidate will receive the following email:
Campaligin FinanI Trt-_alsurer Ip Ip irc> dI lirII l,."„Ictxow
systerv"i(cL)I,ein,exsoilLitior,as.COIMI ia se'lidgirlid ne�
I Caindy,
TMe inforimatlon f-0.1 �,eOUr appolrited treafU.,ers has beein revevved ail accepted.
YOU cain now coril tireafLllrer appolintme nt and add trine desIgnated treFusurer t:0 ",IoILIf caril
Log Iback lin to the State of Ildalho Campaign IFInaince Reporting systeril to comll trine process.
Fig. 5
20
Step 11. The Candidate will then need to go back into the system and approve you as
their Treasurer..
The appointed Treasurer will then receive the following email:
Campaign Finance Treasurer Approved By Candidate
sy stern CO)tenexso I uti a ns. com vii ,Ir
D.— Tnsha,
'Y"" Pp .. rt"""It 11 r1011 —rnpIte Y- -, kcg ui,, to t1— t1r Stjte. rrf ld.,hc, C.-,p.,ign Finm—, Rtporting systern to fide repoi,ts
The process is now complete and you can proceed to the Campaign Finance portal at:
**If you are a treasurer for multiple campaigns, each subsequent email you
receive to create your treasurer account will only require you to sign the C1 and
the multiple accounts will all be housed together in this one account.**