Creditors' Portal

General

• Online Creditors' Portal
• What to do on the creditors portal when a job is finalised
• How does the creditors portal operate?

Registration

• Skipping the ABN lookup step when individuals register on the portal
• Creditors portal logo dimensions and file types
• Registering as a practice user (creditors' portal)
• Prerequisites for setting up the Creditors' Portal
• Creditors' portal access permissions
• Creditors' Portal Home page monitoring

Creditors

• Bulk Downloading Creditor Portal documents
• Creditors' portal: Allowing creditors to enter their bank account details when submitting online proofs of debt

Documents

• How do you create a HTML email signature?
• Creditor portal document reads (Portal Activity tab)
• How do you set up a HTML email signature when sending external emails?
• Outputting documents using letterpacks
• Edit/Update a document once uploaded to the Creditors Portal

Voting online

• Conducting Polls at Virtual Meetings (Software Features)
• Conducting online polls at virtual meetings (Overview)
• Online polls: Adding an online meeting
• Online polls: UTC meeting date for an online polls
• Online polls: Add resolutions
• Online Resolution State - Hide, Lock and Lock (with show results)

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Trouble Shooting

• Creditors Portal Errors - Execution Timeout Expired. The timeout period elapsed prior to completion
• Creditors portal error - Portal service failed to upload payload
• Error: String or binary data would be truncated when uploading creditors to the creditor portal
• Creditors' Portal Maintenance (The portal failed to respond)
• Creditors' Portal - Portal Service Unable to access file. Accessible UNC Job document folder required.