HOW TO SETUP CLIENT ACCOUNT

1. From the Home page of the application click on the “Create New Account” button to open the “Provide Client Information” page.
2. Provide information and click on “Submit” button to open the “Business Registration Information” page.
3. Provide details for your Business Profile and complete the “Administrator” Profile.
4. Upload mandatory files where applicable.
5. Enter the same image text on the “Security Check” page in the box provided and click on the “Submit Registration” button.
6. After successful submission, a confirmation message is displayed with registration number details.
7. Wait for an approval email message from the Collateral Registry when the account set-up request is approved, and the account is created.

HOW TO CREATE BUSINESS CLIENT USERS

1. Sign into the application with your “Username” and “Password” as Client Administrator or Group Administrator.
2. Click on the “Administrator” menu tab.
3. Select “My Users” from the drop-down list to load the Users page.
4. Click the “Create New User” button and complete the form with the User Profile.
5. Click the “Save” button to create a new user and complete.

HOW TO ASSIGN ROLES TO USERS

1. Log in to the application as the Client Administrator
2. Click on the Administration menu tab and Select My Users from the drop-down list.
3. This takes you to the Users page.
4. Move to the List of Users Section and Click on the Edit button of the preferred User.
5. When the Edit User page is displayed, click on the Modify Roles button to load the Roles page.
6. Click in the box of a role to assign to user depending his/her responsibilities and then click the “Save Role” button to complete.

HOW TO CREATE GROUPS

1. Login to the application as the Client Administrator
2. Click on Administration menu tab and Select Groups from the drop-down list.
3. The Groups/Classification page opens.
4. Click on the Create New Group/Classification button to load the Group Registration page.
5. Enter group details and click on Save button to create group.

HOW TO RESET YOUR PASSWORD

1. From the Login page, click the link Forgot Password? Click Here.
2. The Password Reset page loads requesting your email address.
3. Enter your email address in the email box and the same text on the security image box.
4. Click on the Submit button to send request for password reset.
5. After successfully submitting password reset request, go to the inbox of the email address you provided above and open the system generated email received from the Collateral Registry.
6. Click on the Reset Password link to take you to the Change Password page.
7. Enter a new password in the New Password box and enter the same password in the Confirm New Password box.
8. Enter the text in the Security Check box and Submit.

HOW TO CHANGE YOUR PASSWORD

1. Option 1 - For Existing Users
   1. Log into the application with your Username and Password.
   2. Click on the My Profile (User) tab located on the Navigational bar.
   3. This displays the User page
   4. Click on the Change Password button.
   5. This displays the Change Password page.
   6. Enter your old password in the Old Password box.
   7. Move to the New Password box and enter your new password.
   8. Confirm your new password in the Confirm New Password box.
   9. At Security Check section, enter the text in the security image into the box.
   10. Next Click on the Submit button.
   11. Confirmation message dialog is displayed.
2. Option 2 - For New Users
   1. On the Change Password page, enter a new password in the New Password box.
   2. Enter the same password in the Confirm New Password box.
   3. At Security Check section, enter the text in the security image into the box.
   4. Click on the Submit button.
   5. Confirmation message dialog is displayed.

HOW TO REGISTER NOTICE OF A SECURITY INTEREST (AS INDIVIDUAL LENDER)

1. Log into the application with your “Username” and “Password”.
2. Click on the “Notices” Menu and select “Register Initial Notice” option from the drop down.
3. Select “Security Interest” as Transaction Type and select your major role and click the Continue button.
4. Provide information for the Loan Information in the notice/form.
5. Go to the “Lender” tab under the “Registration Information” column to view the “Lender” profile details captured during the account setup stage.
6. To enter additional Lender details, click on the appropriate button on the form to add an additional business lender or individual lender.
7. Click on the “Borrower” and “Collateral” tabs to fill the forms. Make sure information for all mandatory fields are provided.
8. If you desire (this field is not mandatory), click on the “Add File” button to attach a file document in Word or PDF formats and then click on the “Upload” button to upload the file attachment.
9. Select the Declaration box and then Click “Register Initial Notice” to register the notice.
10. Select payment option to complete the payment process.

HOW TO REGISTER NOTICE OF A SECURITY INTEREST (AS A BUSINESS LENDER)

1. Log into the application with your “Username” and “Password”.
2. Click on the “Notices” Menu and select “Register Initial Notice” option from the drop down.
3. Select “Security Interest” as Transaction Type and select your major role and click the Continue button.
4. Provide information for the Loan Information in the notice/form.
5. Go to the “Lender” tab under the “Registration Information” column to view the “Lender” profile details captured during the account setup stage.
6. To enter additional Lender details, click on the appropriate button on the form to add an additional business lender or individual lender.
7. Click on the “Borrower” and “Collateral” tabs to fill the forms. Make sure information for all mandatory fields are provided.
8. If you desire (this field is not mandatory), click on the “Add File” button to attach a file document in Word or PDF formats and then click on the “Upload” button to upload the file attachment.
9. Select the Declaration box and then Click “Submit Initial Notice” to submit the notice for approval.

HOW TO AUTHORIZE A REGISTRATION FOR BUSINESS CLIENTS

1. Log in to the application with your “Username” and “Password” as a Client Authorizer.
2. Click on “My Tasks” Menu and select “My Pending Tasks” from the dropdown.
3. Click on the “Handle” button of the Registration.
4. This opens the “Handle Task” page to review registration details.
5. Scroll down to the Authorization section. Select “Authorize” to approve, “Deny” to disapprove or “Resend to Submitter” to return to the Submitter for correction and resubmission.
6. Click the “Submit” button when done.
7. Select payment option to complete the payment process.

HOW TO REGISTER AN AMENDMENT NOTICE

1. Log into the application and click on the “Notices” menu.
2. Select “View Registered Notices” option from the drop down list.
3. From the Actions column of the list of active notices displayed, click on the Post Registration Activities icon of the Security Interest notice that needs to be amended.
4. Select Amendment Notice on the Post Registration Activity Type page and click the Continue button.
5. From the Add New Amendment drop down list, select the amendment type.
6. Provide details for the amendment and then click the Register Amendment button to submit the amendment for registration.
7. Confirmation message is generated.

HOW TO REGISTER A DISCHARGE NOTICE

1. Login to the application with your “Username” and “Password”.
2. Click on the “Security Interest Notices” menu tab
3. Select “View Registered Notices” option from the drop-down list.
4. From the Actions column of the list of active notices displayed, click on the Post Registration Activities icon of the Security Interest notice that needs to be discharged.
5. Select Discharge Notice on the Post Registration Activity Type page and click the Continue button.
6. Select type of discharge, full or partial
7. Provide information for all required fields and then click the Submit Discharge of Notice button to complete.

HOW TO SEARCH REGISTRATIONS

1. Option 1 - FOR REGISTERED USER
   1. Login to the application with Username and Password.
   2. Click on the Search menu and Select Search from the dropdown list.
   3. The Search Registrations page is displayed.
   4. Select the Search criteria. Search may be conducted by the following criteria:
      1. Borrower
      2. Serial Numbered Collateral
      3. Collateral Owner
   5. Click on the “Submit Search” button.
   6. Select payment type and follow the payment process.
   7. If payment verification is successful, the Search Results will be displayed.
   8. Click OK to open the Search Results page.
   9. Select the Registrations of choice and click Generate Search Report button to generate the Search Certificate and view the details of the search.
2. Option 2 - FOR PUBLIC USER
   1. From the homepage of the application, click on the Search menu and Select Search from the dropdown list.
   2. The Search Registrations page is displayed.
   3. Select the Search criteria. Search may be conducted by the following criteria:
      1. Borrower
      2. Serial Numbered Collateral
      3. Collateral Owner
   4. Enter security check details.
   5. Click on the “Submit Search” button.
   6. Select payment type and follow the payment process.
   7. If payment verification is successful, the Search Results will be displayed.
   8. Click OK to open the Search Results page.
   9. Select the Registrations of choice and click Generate Search Report button to generate the Search Certificate and view the details of the search.