The screenshot shows how documents will appear for creditors on the portal. Note: If specific access is configured to a document, only those specific recipients will be able to view the documents. If you want to change user access to a document, you first need to “take down” the document from the portal. Taking down a document from the portal To take down a document or a message: Navigate to the “Messages and Publishing” tab. Filter the Messages and Publishing list by Messages - Sent Click Take Down Click “OK” to confirm The document is now removed from the portal The document is now taken down from the portal Web Users and Counterparty access by an alternative user In normal circumstances the Counterparty Email will determine the admin user for the creditors’ portal. If you want to add a different user to access the counterparty record then you can set the Contact Person for Correspondence. The contacts email will be set to the admin user. Adding a different admin user for a creditor claim (not using the counterparty email) To add an addition recipient for the creditor: Open the creditor record Click Additional Recipients Select a contact Enter the user details for a contact Make sure ‘Send notices via email’ is ticked The creditor should require uploading to the web. Upload the creditor
The screenshot shows how documents will appear for creditors on the portal. Note: If specific access is configured to a document, only those specific recipients will be able to view the documents. If you want to change user access to a document, you first need to “take down” the document from the portal. Taking down a document from the portal To take down a document or a message: Navigate to the “Messages and Publishing” tab. Filter the Messages and Publishing list by Messages - Sent Click Take Down Click “OK” to confirm The document is now removed from the portal The document is now taken down from the portal Web Users and Counterparty access by an alternative user In normal circumstances the Counterparty Email will determine the admin user for the creditors’ portal. If you want to add a different user to access the counterparty record then you can set the Contact Person for Correspondence. The contacts email will be set to the admin user. Adding a different admin user for a creditor claim (not using the counterparty email) To add an addition recipient for the creditor: Open the creditor record Click Additional Recipients Select a contact Enter the user details for a contact Make sure ‘Send notices via email’ is ticked The creditor should require uploading to the web. Upload the creditor
Web_Portal_Description_of_Functionality.docx