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Invite Exporter to acknowledge an Exporter-Freight Forwarder Relationships

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eCertify allows exporters and freight forwarders to manage their relationship for processing of electronic trade documentation using eCertify. To do this, exporters are presented with a page named Freight Forwarders; while Freight Forwarders are presented with a page named Exporters.

If you are a Freight Forwarder approved to use eCertify, and will be processing trade documents on an exporter’s behalf, this is where you can manage that relationship.

From the Menu Select Maintenance – Exporters

INVITING AN EXPORTER TO ALLOW A FREIGHT FORWARDER TO ACT ON THEIR BEHALF

To invite an exporter to aknowledge and accept you as their Freight Forwarder you must be logged into eCertify as the Authorised Officer of the chamber that you wish to submit documentation to.

Step 1. Select the Chamber that you intend to process with on behalf of the exporter that you are inviting.

Note:- You must be the Authorised Officer for that chamber for it to appear in the list.

Step 2. Enter the First Name, Last name and email address of the contact person with the exporter that you wish to invite.

Step 3. Click on the Invite Exporter button.

Note:- eCertify will check if this email address is already registered with eCertify. If it is it will check that it has the relevant permissions to accept the invitation. If it doesn’t an error message will be displayed at the top of the screen as per below.

A record of the invitation will also be placed in the Pending Exporters section.

Note:- As the invitation moves through the various approval processes the status will be updated with the current status of the invitation.

This will then send an email to the contact with details on how to accept the invitation.For example, in the example below Sue has now accepted the invitation and it is pending approval from the chamber.

Once the relationship has been accepted by both the Exporter and the Chamber they will then appear in the Approved Exporters section.

Accepting the Freight Forwarder Invitation

The person that you sent the invitation then needs to accept the invitation to send the request to the chamber for the relationship between the two companies to be approved.

Contact already registered with the nominated Chamber

Step 1.Click on the accept link in the email received.

Step 2.If the contact is not currently logged into eCertify, the login page for the relevant Chamber will be displayed and the contact will need to login OR if they are currently logged in they will be taken to the Freight Forwarders page with a message to advise that they have accepted the invitation.

Exporter not registered with the nominated Chamber but is registered with eCertify

Step 1.Click on the accept link in the email received.

Step 2. If the contact is not currently logged into eCertify the login page for the relevant Chamber will be displayed and the contact will need to login OR if they are currently logged in they will be taken to the My Details page. This also occurs if the user needed to login first.

Once they have completed the registration form, this will send an email to the chamber to advise them there is a new registration request. As part of approving this request they will also be required to accept/reject the Freight Forwarder Relationship.

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Invite Exporter to acknowledge an Exporter-Freight Forwarder Relationships

eCertify allows exporters and freight forwarders to manage their relationship for processing of electronic trade documentation using eCertify. To do this, exporters are presented with a page named Freight Forwarders; while Freight Forwarders are presented with a page named Exporters.

If you are a Freight Forwarder approved to use eCertify, and will be processing trade documents on an exporter’s behalf, this is where you can manage that relationship.

From the Menu Select Maintenance – Exporters

INVITING AN EXPORTER TO ALLOW A FREIGHT FORWARDER TO ACT ON THEIR BEHALF

To invite an exporter to aknowledge and accept you as their Freight Forwarder you must be logged into eCertify as the Authorised Officer of the chamber that you wish to submit documentation to.

Step 1. Select the Chamber that you intend to process with on behalf of the exporter that you are inviting.

Note:- You must be the Authorised Officer for that chamber for it to appear in the list.

Step 2. Enter the First Name, Last name and email address of the contact person with the exporter that you wish to invite.

Step 3. Click on the Invite Exporter button.

Note:- eCertify will check if this email address is already registered with eCertify. If it is it will check that it has the relevant permissions to accept the invitation. If it doesn’t an error message will be displayed at the top of the screen as per below.

A record of the invitation will also be placed in the Pending Exporters section.

Note:- As the invitation moves through the various approval processes the status will be updated with the current status of the invitation.

This will then send an email to the contact with details on how to accept the invitation.For example, in the example below Sue has now accepted the invitation and it is pending approval from the chamber.

Once the relationship has been accepted by both the Exporter and the Chamber they will then appear in the Approved Exporters section.

Accepting the Freight Forwarder Invitation

The person that you sent the invitation then needs to accept the invitation to send the request to the chamber for the relationship between the two companies to be approved.

Contact already registered with the nominated Chamber

Step 1.Click on the accept link in the email received.

Exporter not registered with the nominated Chamber but is registered with eCertify

Step 1.Click on the accept link in the email received.

Step 2. If the contact is not currently logged into eCertify the login page for the relevant Chamber will be displayed and the contact will need to login OR if they are currently logged in they will be taken to the My Details page. This also occurs if the user needed to login first.

Once they have completed the registration form, this will send an email to the chamber to advise them there is a new registration request. As part of approving this request they will also be required to accept/reject the Freight Forwarder Relationship.