Question 1

Forgot Password

Accepted Answer

In case you encounter difficulties in accessing your account due to a forgotten or misplaced password, you can easily resolve this issue by utilizing the "forgot password" feature.

Click - Forgot your password
Upon initiating the process, you will receive an email containing a link to ** reset your password.**

| TIP: Check your Junk/Spam folder if you did not receive an email from the system.

Question 2

Signing, Printing & Submitting Documentation

Accepted Answer

Signing, Printing & Submitting Documentation

After filling out the initial form, please click "Submit". You will have a dropdown to start the signature process.

"Draw it" lets you create a signature using your mouse or trackpad.
"Type it" generates a signature based on the details you have entered in the fields above.
"Upload File" lets you upload an image of a signature.

You can also share it with someone else who is required to sign the document. They will receive an email to sign the document.

Once you have completed either of these steps, you will be directed to a document upload page. If applicable, this page lets you upload the necessary files, including your printed and signed application.
Alternatively, if necessary, you can choose to **print **the document and sign it manually.

||| If you require a physical copy for signature, you have the option to print the pre-filled document that was generated during the online process. To complete the signing process, follow these steps: Print the document, sign it manually, scan the signed document, and finally, submit the scanned document via the **Document Center **

![](https://storage.crisp.chat/us

Question 3

Bank Codes & CV4B Report

Accepted Answer

Creditvision for a Business score to replace bank codes

When clicking on the button to order a bank code, you will find a summary as provided by Transunion Credit Bureau of the C4B report made available by them to replace bank codes. You will note that on the second page of the brochure, a breakdown is given of the risk profile based on whether the subject is a small to medium size business or a large one. The score is made up by, amongst other things, taking into account the risk profile of the principals of the enterprise as well as that of the enterprise itself.

We are of the firm view that bank codes are no longer that relevant. It is also a fact that the majority of banks no longer make bank codes available. It is for that reason that other tools such as the CreditRisk system to assist businesses have become even more important.

Report Name:

CV4B no Consent – where the Principal has not provided consent
CV4B Sacrra – includes payment profile data in the score
CV4B non-Saccra – excludes payment profile data in the score

Principal Segment: • Non-Sacrra

Sacrra
No Consent – no principal score can be returned as consent has not been provided to review how the principals conduct their personal affairs.

| Example and Guide to the CV4B report

Large Company (SM) Non-Saccra and No Consent

|Score|Risk Band| | --- | ---| |999 - 999|C1-Very Low Risk| |998-998|C2-Low Risk| |98

Question 4

Clearing Browser Cache

Accepted Answer

||| Occasionally, issues may arise that necessitate the clearing of outdated cached data from the browser.

Google Chrome

Open Google Chrome and navigate to the|| __website __for which you want to clear the cache.
Click on the Lock/Info Icon:

Look to the left of the address bar. You’ll see a lock or an info icon (depending on the site’s security settings).
Click on this icon.

Example

Site Settings:

In the dropdown menu that appears, click on Site settings.

Clear Data:

You’ll be taken to a settings page specifically for that site. Scroll down to find the Clear data button and click on it.

Reload the Site:

Go back to the site tab and reload the page. You may do this by clicking on the circular arrow icon located near the address bar or by pressing F5 on your keyboard (Windows) or Cmd + R for Mac

Microsoft Edge

In Microsoft Edge, clearing the cache for a specific site can be done with the following steps:

Open Microsoft Edge and navigate to the website for which you want to clear the cache.
Click on the Lock/Info Icon:

To the left of the address bar, you’ll find a lock or an info icon (depending on the site’s security settings).
Click on this icon.

Site Permissions:

In the dropdown that appears, click on Site permissions.

Clear Data:

You wi

Question 5

Update/Edit customer account details

Accepted Answer

To modify or make changes to your account details, follow these steps:

Access the account you want to update.
Locate and click on the three dots (or ellipsis) symbol.
Select the option to edit the account.
Proceed to make the necessary changes, such as modifying the registration number, address, account number, and so on.
Presss Update

Edit Account

Question 6

How to send a Blank Application

Accepted Answer

Send a blank application

| To send a blank application to your customer, you can follow the steps below:

Access the Side Navigation Bar.
Expand the Application Menu.
Choose the "All Application" option.
If you are a Multi-Grantor, select the appropriate Company under "For Grantor" (you can skip this step if you're not).
Click on the "Blank Applications" button.
Select the desired Company Type and Credit Type.
Press the Print button, and a Print-to-PDF or Printer dialogue will appear.

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