Certify - Support Center

Frequently Asked Questions


SUPPLIER | old LAYOUT

The module that automates your approval process and allows you to create a private network with organizations important to your business.

  • Configure forms and approval workflow according to your profile and criticality of your approval process;

  • Request documents and forms by supplier profile, category or items. Define mandatory workflow, recurrence and approval;

  • Invite your suppliers or find new ones on the Nimbi Network and organize them by markers, status, segments or any registration information;

  • Integrated with the Receita Federal and Caixa Econômica Federal, Nimbi guarantees the veracity of each supplier's registration data through public consultations;

  • Access Serasa Experian information directly on the Nimbi platform and ensure greater security and agility in the approval of your suppliers;

  • Our control panel allows a complete and detailed view of your connections. Locate all approved companies in your network and track their activities.

Attention: It is only possible to update the registration if the status of your registration with the customer is Updating.

Access your registration with the desired client in Certify > My Company > Click on the button Edit Register;

In the Profile side menu, located in the left corner of the panel, browse the available options and fill in all the data requested for your company.

After filling, click on the next tab to proceed.

After filling in all the available tabs, check the information filled in and click on Save Register, in this way your client will have access to the information sent by your company and will be able to carry out the approval of your registration.

 

This company data is automatically synchronized with the Internal Revenue Service.

The synchronism with the Revenue is an external service and, for this reason, we can not guarantee the proper functioning of the same, even in cases where, apparently, there are no systemic impediments to the sending.

As an option to send invitations, we indicate to use the load by the template of Excel during the period of unavailability.

  • Approved: The company (Supplier/Business Partner) is connected to the Certify and up-to-date with the Buyer/Customer certification process.

  • In Approval: Supplier/Business Partner certification is in approval by the Buyer/Customer.

  • In Check: The documentation sent by the Supplier/Business Partner, for certification, is in conference by the Buyer/Customer.

  • In Update: Any documentation or information requested by the Buyer/Customer, for the approval of the Supplier/Business Partner registration, is being updated.

  • Connected: The company (Supplier/Business Partner) has a basic connection, that is, not homologated in the Certify, with a Buyer / Customer. This connection status is defined based on the registration form associated with the connection (basic or custom forms without approval workflow, will result in connections between companies under this status). With this, the invited company (Supplier/Business Partner) will have to update the registration in the Certify after the acceptance of the invitation of connection.

  • Pending: Supplier/Business Partner received the invitation for certification with Buyer/Customer but has not yet accepted it. 

  • Returned: The documentation sent by the Supplier/Business Partner was not accepted by the Buyer/Customer, and was returned, so that the necessary adjustments can be made.

  • Refused: The documentation sent by Supplier/Business Partner to Buyer/Customer was declined and not approved.

  • Inactive: The Supplier/Business Partner has been blocked by the Buyer/Customer, but not by the Nimbi Network.

Waiting Confirmation - The Administrator user has already approved but the user has not yet accepted or reset the password in the new company;

Validated - The new user of the company has accepted and reset the password;

Discarded - Request for access was generated via another action, in duplicate form, thus discarding the others after approval;

Pending Approval - The request is awaiting acceptance of the company’s account Administrator at Nimbi Network;

Refused - Request was declined by the company account Administrator at Nimbi Network.

Important: The status will be available in Certify > Invites > Request Accesses.

 

 

SUPPLIER | NEW LAYOUT

 



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