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EXPORTER REGISTRATION

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EXPORTER REGISTRATION Powered By Docstoc
					     e-Cert Version 3

A Presentation by Maggie Chilton
               for
 Surrey Chambers of Commerce
EXPORTER REGISTRATION
  www.cofo.org.uk/surrey

               • From the opening
                 page read the terms
                 and conditions and
                 find out the
                 software
                 requirements
               • Before you can
                 access the site you
                 must complete the
                 registration details
• The exporter
  completes all the
  company details
  and accepts the
  terms and
  conditions
• Issuing Body
  Password is:
   puddle
• The user
  password must
  be at least 7
  digits including
  at least 1
  number.
• Once completed
  hit the submit
  button.
• If any field has not
  been completed a
  prompt will be
  shown on screen
• The exporter will
  receive a message
  giving login details
  and the Chamber
  will receive a copy
  by email – please
  keep a note of this
  ID for future use
www.cofo.org.uk/surrey

                • Using the login
                  details that have
                  been received log in
                  to the Chamber site
Main Screen

         • This is the first
           screen that the
           exporter sees.
           The message is
           controlled by the
           Chamber.
           ALWAYS READ
           THIS MESSAGE
           BEFORE
           PROCEEDING
Administration

           • User Settings –
             The main user of
             the system can
             add additional
             users, edit
             existing users or
             delete users
Administration - Signatures

                 • A scanned
                   signature must be
                   uploaded before
                   an application
                   can be submitted
                 • The Chamber can
                   help with the
                   signature if you
                   require
             Scanned Signatures
• The format for the signature must be:
• Microsoft .bmp format
• Maximum size- half inch high x two inches wide
• Black and White, 300dpi
• Maximum size 30Kb
• When signature has been scanned and saved go to the
  administration – signature page.
• Name of signatory should be shown in full (this is what
  will appear on the documents)
• Upload the signature by browsing and clicking on the
  saved signature file.
Database Files

             • All information
               stored in these
               files can be
               drawn on for
               future
               applications
Database Files-Exporters,
   Buyers,Consignees

                • The information
                  given in the
                  database files is
                  the information
                  that will appear
                  on the documents
Invoice Declarations

                • As many
                  declarations
                  as required
                  can be stored
                  in the
                  database
  Charge Template and Item Templates

• These templates are used when the
  exporter has regular line items that they
  ship
• The Charge template is for charges other
  than for the goods eg. freight , insurance,
  post and packing etc.
Applications

      • ‘Applications’ is
        where you view, edit,
        create and delete
        applications.
      • The applications can
        be sorted by using
        the fields on the left
Creating a New Application using database
              information
                     • Click on new
                       application and give
                       the application a new
                       and unique
                       reference,
                     • Indicate what
                       documents you want
                       to create
                     • Save changes- this
                       takes you to the
                       completion screen
New application

             • A new application
               can be made by
               either using
               information
               already stored in
               the database or
               by creating new
               details or by
               using an
               application
               template that has
               already been set
               up.
Always save changes


              • To get
                information into
                the application
                from the
                database click on
                the headings on
                the left
• Select the record
  required and then
  ‘associate’
• Select the next
  area of the
  database that you
  wish to access and
  associate.
• Alternatively you
  may have created
  application
  templates in which
  case click on the
  template required
  and edit that
  accordingly
• You can add a
  new
  exporter/consignee
  /buyer by using
  the headings on
  the left instead of
  accessing the
  database files
• Once the
  application has
  been completed
  the exporter can
  save it for future
  use or save it and
  send to the
  Chamber
i2i Document Viewer
          • Click on Download
            Viewer
          • This is done only
            once but must be
            done before viewing
            or printing
I2i Document Viewer



          • Follow the on
            screen instructions
Sending the documents to the Chamber

                  • Select which
                    application is to be
                    sent and click on
                    ‘send button’
• You can copy and
  edit previous
  applications
• You can also print
  the documents
  onto white paper
  for reference
  purposes
Printing the documents
           • Click Print
           • Select which
             documents
           • Click Print Preview
           • Select open
• View, Adjust Settings
  and Print
• The positioning of
  the document on the
  Certificate of Origin
  can be adjusted by
  using ‘Settings’
• To print the
  documents click
  ‘print’. A box will
  tell you which
  stationery to load.
            EXPORTER BENEFITS
• FREE to access
• Allows you to create a range of documents including
  EC Certificates of Origin, Arab Certificates of
  Origin and Invoices
• Stores information on a database for future access
• Saves time and money
• No more repetitive typing
• Professional end product
• No need to fax back ‘pink’ applications
• Available for use 24 hours a day
• Docs can now be returned in minutes and printed
  by exporter on e-Cert eXpress

				
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