Installation support

Get the filing assistant connected.

After installing

1. Return to the OpenBooks filing queue.
2. Confirm the extension card says Filing assistant installed.
3. Approve one transaction with no missing fields.
4. Select Enter in CFS.
5. Sign in to CFS yourself and review the transaction beside the state form.

If OpenBooks cannot detect it

• Use Chrome or Edge on a desktop computer.
• Open chrome://extensions and confirm the assistant is enabled.
• Reload the OpenBooks tab after enabling or updating it.
• Confirm you are not using an Incognito window unless the extension was explicitly allowed there.

Still blocked?

Email support@openbooks.fyi. Include the OpenBooks page you were on and the exact message shown. Do not send your state password.

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