Processing New Registrations

Modified on Thu, 15 Oct 2015 21:01 by Administrator — Categorized as: eCert Chamber

Review a Registration Request

Learn how to process new eCertify company and signatory registrations using eCert Chamber by watching this demonstration and consulting the user guide below.

Each time an exporter or freight forwarder completes a registration form to register with your chamber, a Pending Registration record will be created awaiting your chamber’s approval.

Step 1. From the Pending menu, select Registrations. The Pending Registrations window opens up displaying the list of registration requests pending your approval.

Step 2. Click the

icon to view the details of the registration request.

Step 3. Review the registration details.

Note:- Please take note of the Request Type as this tells you why the person is trying to register with your chamber. Further, the terms and conditions that the registrant agreed to at the time of registering are displayed at the bottom of the screen.

Approve a registration for a brand new member / non member

Step 1. Select if this member is a member or non member of your chamber. If the company is a member, you can opt to enter when their membership will expire.

Step 2. Either select a reply template to use as an email response to the registrant and click Add, or type the message you wish to send.

Step 3. Click Approve. This will then take you to review the member details and configure the fees applicable to this member. Please see Member Details section of this User Guide.

The registrant will then receive an email to advise that their registration request has been approved.

Approve an additional signatory for a company that has already registered

To approve an additional signatory for a company that has already registered repeat steps 2 and 3. The registrant will receive an email advising their registration request is approved.

Reject a New Registration

If you wish to reject a company's registrations request:

Step 1. Click the Reject button in the top right hand corner.

Step 2. Either select a reply template from the dropdown list and click Add; or type the message you wish to send.

Step 3. Click Reject. The registrant will receive an email to advise that their registration request has not been approved.

Mark a New Registration as Pending

If there is additional information required from an exporter or freight forwarder registering for the first time, or the information provided requires correction you can mark the registration as pending rather than reject it.

This will enable the exporter/freight forwarder the ability to amend their initial registration request, and resubmit it for approval.

Step 1. Click the Mark as Pending button in the top right hand corner.

Step 2. You can select a reply template from the dropdown list and click Add, or type the message you wish to send.

Step 3. Click the Mark as Pending button. The registrant will receive an email to advise that their registration request has been marked as pending for the moment.