Getting Started With ecratum As A Trader

1.How Do I Become A Trader On ecratum?

 To become a trader on ecratum you need to take the following steps:

• Go to the My Company tab (either by Configuration in the sidebar or the user menu at the top right).
• Click on the Company type tab and Edit Profile 
• Select I represent other companies. I am a trader and finish the process by clicking on update

• Once you flagged your company as a trader successfully, the menu item Producer Tasks appears in the sidebar.

For more details read this article: How Do I Become A Trader On ecratum?

2. How Do I Add Producers To My Company-Account?

 To add your producers to your ecratum account you can follow different approaches.

You have two options to create that producer: 

You can add the producer-companies to your account directly while editing the task. Simply enter the name of the producer in the text box Select a company in order to share and click on the create option.

The second option is to add a single producer through My Producers group. To add a single producer, follow the given steps:

• Click on the Supplier Groups entry from the sidebar.
• Then, click on My Producers out of listed groups.
• Press the Add A Single Producer button to add a producer on My Producers page.

To have more details, read this article: How Do I Add Producers To My Company-Account?

 3. How Can I Work On Tasks On Behalf Of My Producers? 

After you received a new task you have the opinion to upload a document by yourself or to upload a document on behalf of a producer. 

• After you clicked on the Upload as  producer button a new window appears.

To upload a file for a producer you need to take the following steps:

• select or create a producer 
• select a file
• enter a expiration date (if the document type requires it)

By clicking on the Upload file for another producer, button you can select multiple producers to upload a document. 

• You finish the progress by clicking the Upload File button. 

 To have more details, read this article: How Can I Work On Tasks On Behalf Of My Producers?

4. How Can I Keep Track Of My Producers' Tasks?

Once you uploaded a file on behalf of a producer. You can view the status of the task in the Producer Tasks page.

If you are a trader, this list shows all initial requests you received, that you answered with a file on behalf of a producer.

 By clicking Show Producer-Tasks you expand a detailed list of the tasks per producer. 

On the detailed list for the producer task, you can:

• view the status of all uploaded documents
• view the expiration date
• access the individual tasks

 To have more details, read this article: How Can I Keep Track Of My Producer´s Tasks?