TABLE OF CONTENTS

• Navigation Overview
• Cases
• Documents
• Renewals
• Reports
• Settings

Navigation Overview

When you first log into your account you will see this screen:

This landing page can be broken down into 3 main sections:

1. Dashboard: In this example, you can see the default dashboard. Yours might look different or contain different information. The dashboard, is interactive, and in this example, that means you can click on different countries on the map, and be given a list of all of your cases in that jurisdiction!

2. Left-hand Toolbar: This will list the different areas that contain information you can access. When you click on any of the links, you will be taken to that area. Note that you may not see all of the options listed in the example.

3. Top Toolbar: Here you will find the 'Search' function, which allows you to use keywords to search the whole of your portal, as well as your profile, which we will go into more detail on further into this article

Cases

Depending on the access level of your portal, you will be able to see your case information. When you click into a case, you will see something similar to the following:

This section is for reference only, and you aren't able to interact with or change any of the data. If you have issues with the data presented, please contact your provider to resolve.

Below is a list of tabs that may be available to you, and a description of information these contain. Please note that not all of the information within the tabs may be available:

Documents

As explained in the previous section, you can view certain document details (if applicable), through viewing a case.

If your provider has enabled Document Collaboration and Messaging, you will have access to additional functionality via the 'Documents' button on the left hand toolbar.

When you select the Documents section, you will be given a list of files that are available for you to see:

You will see that on the right hand side (circled in red above), the download and preview icons are the same as when you view a document through a case. 

You will also see 'Collaboration Status' (circled in blue above), which indicates whether collaboration for that file is activated, as well as indicting whether the file is awaiting your approval.

If I click into a file with the Collaboration status 'Awaiting Approval', you will see the following:

Here you will see file details, a preview, as well as an Approval box (circled in red above), with the option to Approve or Reject a document. When you select to Approve or Reject a document, this approval is fed back to your provider.

If your provider has also enabled messaging, this approval response will be logged in the message thread (circled in red below):

Following this approval decision, depending on the settings determined by your provider, you will then see an option to upload a new version of the document (circled in blue above). If you have Rejected the original document, this is how you would upload a version of the document you approve to be sent to your provider

Renewals

If your provider has allowed you to manage renewals through the portal, you will have a 'Manage Renewals' option on the left-hand toolbar (circled in red below):

When you click into this section, you will be given a list of cases as below:

From this screen, you can filter, search, instruct and bulk instruct your renewals.

If we look more closely, you can see that there are 'switch' buttons, which allow for the renewal of individual cases, as well as an indication if a renewal has been previously instructed:

Once the changes have been made, and you proceed with confirming instructions, you will be given a pop-up asking you to confirm again before proceeding, and letting you know the only way to reverse action taken is to contact your provider directly outside of the portal:

Reports

To view existing reports that have been made available to you, or reports you have created, select the reports dropdown (circled in red below):

When you click into these reports, you will see the report displayed like this:

Here you can filter, order and even export reports.

If you have permission to do so, you can create your own reports. To create a report, you need to select the 'Create Report' drop down, circled in red below, and select one of the options for report type. The options available to select here will be dependant on what data your provider has given you permission to see:

When you click in to create a report, you will be met with a completely blank report, and will need to fill in all details including adding columns and giving the report a name:

Settings

To access any settings you can change yourself, click on your name in the top right hand corner:

Above, you can see this user has options to change their own password, and toggle dark mode. This is also where you can sign out.

If you do not have permission to change your password, that option will not show, and you will need to contact your provider for this.

Any queries around what data you can see, and which of the tools mentioned in this guide that you can use, please contact your provider directly