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💡 Manage all your pending issues

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Status
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titleMy To-dos

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titleHow do I update the company's partner data?
Note

Attention:

This company's data is automatically synced with the IRS.

Synchronization with the IRS is an external service and therefore we cannot guarantee its proper functioning, not even in cases where there are no systemic impediments to sending.

However, to update your registration, go to: My To-Dos > click on Registration updates;

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Scroll the mouse cursor down and select the customer and check its registration status, which should be In Update;

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Then click Edit Register

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Click on the “Sections” tab > Register.

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Scroll down to the “Board Members and Administrators” panel.

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When you finish filling out, click Save Register and Send to Evaluation, at the top of the page.

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titleOperation

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titleHow do I add performance categories?

To add new activity categories for your company, navigate to My Register > Sections tab > click on the Operation tab > Edit Register button;

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In the Category panel, click Add;

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Select the category(ies) you want to include in the search field and click the Add button to complete the operation.

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In Field(s) of Business, panel, click Add;

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Select the regions of operation you want to include through the search field and click the Add button to complete the operation.

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  • We emphasize that we work with the UNSPSC standard (United Nations Standard Products and Services Code). It is a hierarchical convention, defined and adopted by the United Nations, with worldwide scope and application, used to classify all types of products (including materials) and services.

  • In the search field, when adding categories of your company's activity, search for the keywords linked to your activity and check the category your company falls into.

Remark:

If you can't find it exactly, select the categories that come closest to the scope of your company.

Finally, click Save Register to save the changes made;

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titleHow do I add or delete region of operation in my company registration?

To add new field(s) of business for your company, navigate to My Register > Sections tab > click on the Operation tab > Edit Register button;

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In Field(s) of Business, panel, click Add;

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Add a region of operation by clicking on the Continent and then on the + button to add the Country and State/Province or Region.

Then click Save;

If you choose the wrong region, click the “X” at the bottom of the window so the selected region can be deleted.

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To delete an activity category, click the Actions in List link, select the desired category, and click Delete.

After adding the desired regions of operation, click Save Registration so that the added information can be saved in your company's registration.

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titleDocuments

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titleHow do I activate automatic validation of Public documents on the Nimbi Network?

To activate automatic validation of public documents, access the Nimbi network and on the left side of the screen click on My documents;

Note

Important:

Activating data validation is a private option on the Nimbi platform and to acquire it you must pay 10x R$9.00.

After clicking on My Documents, a message will be displayed on the screen with information about purchasing automatic document validation. If you wish to purchase, click on Buy Documents;

Fill in your payment method details and finally click Confirm;

The list of documents that will have automatic validation in your registration will be listed below.

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titleHow do I update the data requested by my business partner?

To add/attach documents requested by your client, go to: My Clients > Locate and click on the company you want to update the registration;

Note

Important:

If the registration status is Approved, there is no need to update it and, if it is Pending, you must first accept the connection invitation.

Check the Tracking tab to see if your business partner entered comments to help with the record update response, and click Edit Record.

Comply with the requirements requested in the available guides;

With each completed section, it is important to save the inclusion to proceed to the next update.

After filling in all the necessary information, click Submit for evaluation.

Note

Important:

This option will not be displayed if the company that invited you does not request the inclusion of this data.

Still needs help?

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Our Support channels:

Our support is from Monday to Friday from 9am to 6pm - Brasilia Time (Except weekends and holidays).