Manage Exporters

Create a New Exporter

To create a new exporter in the system:

1. Login to your portal.
2. From the left side navigation menu, navigate to “Address Book” and click on “Exporters”.
3. On the top action menu, you will fine a “Add New” button.
4. Fill in the form to create a new exporter and press on “Save” when done.

Link and Unlink Parties

Once a contact is created it will unlock the linking options for contacts. You can link contacts to the exporter as a general contact, consignee, or notification party.

Contact – Is a normal contact and and will show the contact as an option when sending  emails and notifications manually or by the system.

Consignee – The contact will be linked as consignee of the exporter. Contacts assigned as consignees will show on the consignee selection list for the exporter.

Notify Parties – Contacts linked in notify parties will be included in some of the legal documents when sent out automatically by the system.

Upload Documents to Exporter

Once a contact is created it will unlock the documents section. Click on the “Documents” tab and you can drag and drop or press the “Upload” button to select files to upload.

Update an Exporter

To update an exporter in the system:

1. Login to your portal.
2. From the left side navigation menu, navigate to “Address Book” and click on “Exporters”.
3. Use the smart search bar on top to find the exporter.
4. Press on the edit action button on the right side.
5. Edit the form as you wish then navigate to the bottom and press on “Save”.

Delete an Export

Once an exporter is created in the system it cannot be deleted but you can update the “Active status” field to inactivate the exporter account. Once an exporter is set to be inactive, it will not show as a selection on new entry but it will show on old records if it is related.