Submit an Extend or Pay Request to a Client

Characteristics

Client

Client receiving the request.

Corporate Guarantee Reference

Reference of the guarantee for the client.

Guarantor Guarantee Reference

Enter the reference of the guarantee for the guarantor.

Entity

Select the Business Unit in charge of the request.

Due Date

Indicate the date by which the extend or pay request must be processed.

Request Date

Indicate the date on which the beneficiary made the request.

New Expiry Date

Indicate the new expiry date of the guarantee requested by the beneficiary.

Current Guarantee Amount

Specify the outstanding amount for the guarantee.

Claimed Amount

Specify the refund amount claimed by the beneficiary.

Instructions / Comments

Enter specific instructions or comments related to the request.

Document

This section includes all the documents linked to the request and available for both the internal parties and the client.

Add documents to the request on the Documents section. To do so:

1. Click Add document.
2. Specify the fields on the popup window as follows:
   • Label: enter a label for the document
   • Type: select the type of document
   • Visibility: select the document visibility. The shared documents are visible by the client whereas the internal documents are only visible by the internal parties.
   • Description: enter a description for the document
3. Browse a path to upload a file or drag-and-drop a file in the dedicated area.
   

   Note: The file size must not exceed 10 MB.

4. When the uploaded document is in DOCX format, you can select the Collaborative option if you wish to allow all parties to update the content.
5. Click Add.

Download all the documents on the Documents section in a ZIP file by clicking on Download all.

Click a document in the list on the Documents section to get further information on a dedicated window. You can then:

• get a preview of the document (except for documents in DOCX, XLSX and TXT formats)
• view and edit the main characteristics. The updates can be tracked on the History panel.
• when the collaborative mode has been enabled for a document in DOCX format, get a preview and update the content in a built-in text editor mode. It will then be possible to convert to PDF the updated version.
  

  Note: The document must be locked in the text editor before performing changes.

• download the document (except for collaborative documents in SFDT format)

Important:

Any document on this section can be downloaded (except for collaborative documents in SFDT format and documents tagged as infected or in error by the antivirus analysis).

Any document shared by the client cannot be deleted (whether this document is in collaborative mode or not).

Any internal document can be deleted. The content of a collaborative internal document can be edited but only the characteristics of the non-collaborative internal document can be edited.

Any internal document can be shared.

You cannot delete or edit the characteristics of a non-collaborative document you added and shared to the client once the expected actions were performed and you reassigned the request to the client.

You can edit the content or delete a collaborative document you added and shared to the client at anytime.