Please follow the below instructions on initiating a new application for a client where you have the completed paper based application and supporting documents:
- Please initiate a new application as per the normal procedure - Start workflow and start the desired credit application.
2. You will then search for the company as per the normal process - we have used ABC Projects as an example.
3. Please complete the customer information accordingly and continue.
4. Complete the required Payment Information as per your Paper based application/or request.
5. Please select the "Skip Application" button and type a Motivation to your approval team.
5. This step is important as this is here you will be uploading the supporting document - Please click "Upload Document".
6. There are multiple "Document Types" to choose from. The most important document to upload would be the Paper based application and preferably bank/financial statements (for a more comprehensive limit recommendation) After-which you may upload any other supporting documentation.
6. You will then click the "Initiate" button.
From here your part in the process is complete.
The application will then come to Trade Shield for vetting review and credit limit assessment before going to the Limit Recommendation stages.
Once done at Trade Shield the application will go to your Final Approval Team for a decision.
Please feel free to contact us if you would like to do a Teams Meeting and screen share so that we can walk you through this process.
We trust the above is in order.
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