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💡 Manage all your pending issues
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However, to update your registration, go to: My To-Dos > click on Registration updates; Scroll the mouse cursor down and select the customer and check its registration status, which should be In Update; Then click Edit Register . Click on the “Sections” tab > Register. Scroll down to the “Board Members and Administrators” panel. When you finish filling out, click Save Register and Send to Evaluation, at the top of the page. |
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To add new activity categories for your company, navigate to My Register > Sections tab > click on the Operation tab > Edit Register button; In the Category panel, click Add; Select the category(ies) you want to include in the search field and click the Add button to complete the operation.
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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To add new field(s) of business for your company, navigate to My Register > Sections tab > click on the Operation tab > Edit Register button; In Field(s) of Business, panel, click Add; 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 Add; If you choose the wrong region, click the “X” at the bottom of the window so the selected region can be deleted. 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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To activate automatic validation of public documents, access the Nimbi network and on the left side of the screen click on My documents;
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 Purchase Documents; Image AddedFill in your payment method details and finally click Confirm; Image AddedThe list of documents that will have automatic validation in your registration will be listed below. |
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To add/attach documents requested by your client, go to: My Clients Customers > Locate and click on the company you want to update the registrationregister;
Check the Tracking tab to see if your business partner entered comments to help with the record update response, and click Edit RecordRegister. Image AddedComply 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 Send to evaluation.
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To update documents for a client, access the My Customers tab > in the list that will be displayed, click on the name of the desired client; Image AddedClick on Edit Register and on the next page, click on the Documents tab; Image AddedYou can use the Advanced Filter to help manage your customer's documentation, and these filters do not include public documentation. Private documents only. Click on the title to open the desired documentation area; Image Added
Pay attention to the File Status column, where you can check whether the document has already been sent for customer validation (“Published” status). In this state it will not be possible to change the current document. In the Action column, each icon represents a process in the following order: upload, download, delete and comment. Image AddedTo attach a document, click the Upload icon to insert the file; Image AddedAfter publication, confirmation will be displayed, finally Send to your customers evaluation: Image Added |
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