How To Initiate A Skip Application With A Paper-Based Application

Created by Roxanne Fourie, Modified on Wed, 17 Jun at 2:40 PM by Amy Sara Price

Trade Shield | Knowledge Centre HOW-TO MANUAL

How to Initiate a Skip Application With a Paper-Based Application

? 5 min read 9 steps

ⓘ About this guide

Use this guide when a credit application was completed on paper and you need to initiate it in Trade Shield using the Skip Application route. You will upload the completed paper-based application and any supporting documents, then submit for vetting and credit limit assessment.

⚠ Before You Begin

✓ Access to the Trade Shield platform	✓ A fully completed paper-based credit application
✓ Supporting documents (bank / financial statements)	✓ Permission to start and submit applications in Trade Shield

In this article

1. Start a New Credit Application	2. Search for the Applicant
3. Complete Applicant Information	4. Enter Payment Information
5. Select Skip Application	6. Upload Supporting Documents
7. Select Document Types	8. Click Initiate to Submit
9. What Happens Next	Tips & FAQs

Start a New Credit Application

Log in to Trade Shield at app.fabricworkflows.com and navigate to the Start Workflow button. Select the credit application type that matches your applicant's request.

TRADE SHIELD — START WORKFLOW

app.fabricworkflows.com

Workflow Overview

+ Start Workflow

Select Application Type

✓ New Credit Application

Limit Review

COD Application

ⓘ Tip: The application type you select must match the paper-based form the applicant completed.

↓

Search for the Applicant

Use the search bar to find the applicant as you normally would. Type the company name or registration number to locate the correct entity.

APPLICANT SEARCH

app.fabricworkflows.com

Search for applicant

? ABC Projects

ABC Projects (Pty) Ltd

Reg: 2012/034567/07

Active

↓

Complete the Applicant Information Page

Fill in the Applicant Information page using the details from the paper-based application. Verify that all fields — trading name, registered address, and contact details — match the paper form exactly before continuing.

APPLICANT INFORMATION

app.fabricworkflows.com

Applicant Information

Trading Name *

ABC Projects (Pty) Ltd

Registration Number *

2012/034567/07

Contact Person *

John Smith

Email Address *

john@abcprojects.co.za

Continue →

ⓘ Tip: Always cross-reference the applicant information with the paper form before proceeding. Discrepancies may cause delays during vetting.

↓

Enter Payment Information

Enter the required Payment Information as captured on the paper-based application or request form. This includes the requested credit limit and payment terms.

PAYMENT INFORMATION

app.fabricworkflows.com

Payment Information

Requested Credit Limit (ZAR) *

R 50,000.00

Payment Terms *

30 Days

↓

Select the Skip Application Button

On the credit application form, locate and click the Skip Application button. A motivation field will appear — enter a brief, clear explanation of why the application is being submitted via paper documentation rather than the digital form.

SKIP APPLICATION — MOTIVATION

app.fabricworkflows.com

⚠ You are initiating a Skip Application. The digital credit application form will not be completed. Please provide a motivation below and attach the paper-based application as a supporting document.

Motivation for Skip Application *

Applicant submitted a completed paper-based credit application form. All required information is available on the attached document.

Skip Application

⚠ Note: Keep your motivation brief but specific. State that the full application was completed on paper and will be uploaded as a supporting document.

↓

Upload Supporting Documents

Click Upload Document to attach your files. The paper-based application must be uploaded first — this is the primary verification document. Additional documents can be uploaded in subsequent steps.

DOCUMENT UPLOAD

app.fabricworkflows.com

Supporting Documents

↥

Drag and drop files here, or

Upload Document

Accepted formats: PDF, JPG, PNG | Max file size: 10MB per file

ⓘ Tip: If you uploaded the wrong document, you can remove and re-upload before clicking Initiate. Documents can also be attached at the Final Approval stage.

↓

Select the Appropriate Document Types

For each document you upload, select the correct Document Type from the dropdown. Upload priority order:

Document	Priority	Notes
Paper-Based Credit Application	Required	Upload this first — primary verification document
Bank Statements	Recommended	Speeds up assessment and improves limit accuracy
Financial Statements	Recommended	Include when available for more accurate limit recommendation
Other Supporting Documents	Optional	Upload additional documents as needed

↓

Click Initiate to Submit the Application

Once all documents are uploaded and tagged with the correct document types, click the Initiate button to submit the application. Your part of the process is now complete.

SUBMIT APPLICATION

app.fabricworkflows.com

Application Initiated

Your Skip Application has been submitted successfully.

✓ Initiate

↓

What Happens Next

Vetting

The application is sent to Trade Shield for vetting and credit limit assessment.

Final Approval

The application moves to your Final Approval Team for a credit decision.

Notification

You will be notified once the approval flow is completed.

ⓘ Need help? If you need a walkthrough, contact the Trade Shield support team to arrange a Teams screen-share session.

Tips & Best Practices

✓

Always upload the paper-based application first — it is the primary document used for verification and must be present before Initiate is clicked.

✓

Include financial statements whenever available — this speeds up assessment and provides a more accurate credit limit recommendation.

✓

Keep your motivation brief but clear — state specifically that the full application was completed on paper and is being uploaded as a supporting document.

Frequently Asked Questions

Q: Why do I need to use Skip Application?

This option is used when the full application was completed on paper and does not need to be captured again digitally. It allows you to initiate the workflow and attach the paper form without re-entering all data.

Q: Which documents are mandatory?

The paper-based application is required. Bank statements and financial statements are recommended — including them results in a more accurate credit limit recommendation and speeds up the assessment process.

Q: What if I uploaded the wrong document?

You can remove and re-upload documents at any point before clicking Initiate. If a document is missed, it can also be attached at the Final Approval stage.

Q: What happens after I click Initiate?

The application is sent to Trade Shield for vetting and credit limit assessment. Once assessed, it moves to your Final Approval Team for a decision. You will receive a notification once the approval flow is complete.

Need more help?

The support team is ready to assist

support@tradeshield.ai

+27 (0) 10 753 1630