Trade Shield Portal
The Trade Shield Portal your platform for managing credit applications, workflows, and buyer risk. Find quick guides, FAQs, and training resources to help you set up, manage credit limits, and stay updated on new features.
CIPC Business Statuses – South Africa
CIPC Company Codes, Types & Status: The Complete Guide
Credit Application: Review Cheat Sheet for Controllers
Do I Need to Inform My Customer of a Credit Limit Increase?
Document Storage — New Feature
Does Adding A New User Have Additional Costs?
Does the Credit Bureau track active Court Cases?
FAQ: Initial Risk Check — What It Is & What to Do
Glossary: ECL, IFRS 9, Basel, and Related Risk Concepts
Group Limit Reviews — Common Questions
How Trade Shield Uses Bank Statements
Important POPIA Points for Trading on Credit
Level 1 Approver Playbook & Checklist
Navigating the Workflow Overview Section
POPIA Compliance in Credit Risk Management: Shared Responsibilities Between Trade Shield and Clients
The Object Reference Error
Top 5 Things Credit Controllers Miss
Track Workflow Stages for New Buyer Credit Applications in Trade Shield
Track Workflow Stages for Limit Review Applications in Trade Shield
Trade Shield Glossary
Trade Shield Models- Payment Risk and Default Risk -How our predictive models work
Understanding The Requirements When Using Skip Application for New Customers
Understanding The Risk Knockout Checks
What Information Is Required To Do A Limit Recommendation?
What is “Correction Request - Incomplete Submission” – End Application Verification
What is the Application Validation Alert and How to resolve it
What Is The Confirm Subject Details Stage in the Application Process
What Is The Digital Signature and How To Verify It
What's the flow of a workflow
Where Do I Find My Research Report?
See all 35 articles in FAQs
Credit Insurance Step: Limit Recommendation Workflow
FreshDesk: Your Single Source of Truth
How to Access the Action Center & View a Status Report on All Workflows
How to Add a Company That Is Not in the Database
How to approve a Legal Dispute
How to Approve an Application
How to Cancel a Credit Application
How to clear my Cache - Hard Reload Solution
How to do a Group Limit Review
How to Initiate a Limit Review
How To Initiate A Skip Application With A Paper-Based Application
How to reassign or resend an application
How To Send a New Credit Application
Inter-Team Ticket Communication Protocol
Letter of Demand template
Workflow Stages and Names — Where Is My Application?
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