Trade Shield – New Features Training (July 2025)

To watch the full video, click here https://youtu.be/c_yDosKR4fQ

1. Workflow Initiation Enhancements

• New guidance text during initiation: clearly asks for the name and contact details of the person responsible for completing the credit application.

• Helps sales or credit control teams provide correct information upfront

2. Improved Workflow Visibility

• Requester visibility added: salespeople or credit initiators now get email updates at key stages:

  • Application sent back (with reason, e.g., missing bank statements).

  • Application resubmitted by the customer.

  • Application failed again but is still being processed.

• Keeps both sales teams and customers informed, reducing confusion.

3. Validation and Risk Knockout

• Risk knockout checks: judgments, business age, payment history, etc.

• Configurable: companies can choose to only see failures or all results.

• Validation step ensures correct supporting documents (bank statements, audited financials) are provided before progressing

4. Research Report & Approval Flow

• Trade Shield compiles a research report for financial analysis.

• Optional credit insurance step: request and upload confirmation of cover.

• Up to five approval levels, configurable by value thresholds (e.g., under R50k → Credit Controller; above R1m → Finance Manager).

• New Data Capture Step: assign team members to open accounts in ERP systems

5. User Interface & Customer Experience Updates

• Pop-ups and guidance:

  • Requirements for valid bank statements and financials clearly displayed.

  • "Click here" links for POPIA consent and T&Cs made more visible and colour-coded in company branding.

• Did You Know? and training pop-ups on the home screen (can be closed).

• Customers now have a Help button to chat directly with Trade Shield support

  
  

  .
  6. System Access & Support

  • Single Sign-On (SSO): “Remember Me” option remembers email for easier login.

  • Expanded Help options:

    • In-platform help button.

    • Ability to book one-on-one training sessions directly via the system.

    • AI assistant available for quick support.

    • Customers and users can now also contact Trade Shield via WhatsApp.

7. Workflow Stage Names (Coming Soon)

• Stages will use friendly, descriptive names (e.g., “Send to Customer to Complete Application” instead of “Request to Complete Information”).

• Companies can customise step names (e.g., “Amy Price’s Approval” instead of “Level 1 Approval”).

• Workflow overview will display:

  • Current stage and current step.

  • Hover descriptions of what each step means and who is responsible

    
    

8. Other Updates

• New Trade Shield portal link in use (old links may cause errors).

• Q&A functionality in training sessions for live interaction.

• Dark mode for questionnaires has been raised as a future feature request