DI Online solution: Quick guide to Certificates of Origin

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1 DI Online solution: Quick guide to Certificates of Origin This guide is an introduction to the online solution for Certificates of Origin offered by the Confederation of Danish Industry (DI), which allows DI members and users to create and apply for Certificates of Origin. This guide contains an overall introduction and illustration of the key features of the solution. The solution is accessible through DI homepage and supports the most common Internet-browsers such as Google Chrome and Microsoft Edge that is replacing Internet Explorer. Login The solution is Integrated with DI s Membercare system, which means you must be a registered DI-user to access the solution. To log in you must use the that is assigned to your DI-account, that is most likely the you have been assigned by the company you work for. Please follow the link below either by clicking on the link or inserting the link in your favourite browser. Use the e- mail and password assigned to your DI-account. Link: Please use the user name and password assigned to your DI-account. When you log in to the solution you will have access to the organisation(s) that you are assigned/ have access to in DI s Membercare. The organisation(s) will be visible on your logindashboard. If you have access to more than one organisation or company you will see these on your dashboard. To access an organisation and apply for Certificates of Origin on behalf of the organisation you must select the Manage button. Once you selected Manage you will see a tab named Certificates of Origin please select this tab to create and administer your Certificates of Origin applications.

2 Certificate of Origin tab - Overview and creation of new applications On the Certificate of Origin tab, you will see all the Certificate of Origin applications created by the organisation you have selected. To create a new Certificate of Origin application please select the button New Certificate of Origin (see the illustration below) this will open an online application form allowing you to create and submit an Certificate of Origin application.. Search, filtering and sorting To enable the search menu in the Certificate of Origin tab please click the funnel-icon to the right (please see below).

3 The Certificate of Origin online application form You can access the Certificate of Origin application form by clicking the button New Certificate of Origin. In the first section of the form you must specify consignor and consignee, mode of transport, country of origin etc. In the middel section you add the item lines to the Certificate of Origin, to add a new item line you must press Add goods item. You can insert or remove item lines using the +/- buttons to the right. In the last section you must enter information about what you wish to apply for, in other words you must specify if you wish to pick-up or postal delivery of the certificate, add delivery or invoice addresses (if they are different from the applicant) etc. If you want to enclose document for endorsement (DI stamp and signature) you can upload your documents in this section as well.

4 Preview of Certificate of Origin Please remember to allow pop-up windows in your browser otherwise your browser might prevent the Certificate of Origin preview window from appearing (please see the appendix for more information on this). Certificate of Origin - functions On the Certificate of Origin form you have a list of options or functions you can activate using the buttons in the bottom of the form: NAVN PREVIEW PRINT SAVE SAVE & CLOSE SEND CLOSE FUNKTION Preview of the Certificate of Origin in PDF-format, which gives you the ability to see what the certificate will look like before you submit your application. The option to print the Certificate of Origin certificate using a certificate template. Saves the Certificate of Origin and any changes made in the application. Saves the Certificate of Origin and closes the application form. You will return to the Certificate of Origin tab. Sends your digital Certificate of Origin application to DI. Closes the Certificate of Origin application form without saving any changes made.

5 Sending digital applications to Dansk Industri You may submit your digital application to DI either by using the send button on the application form or by clicking the send icon in the Certificate of Origin tab. Cancelling digital applications You can cancel an application until it has been approved by DI once DI has approved your application it is no longer possible to cancel the application. You cancel the clicking the cancel icon in the Certificate of Origin tab, the icon will disappear once the application has been approved by DI. Link to preview in pdf A unique link is assigned to your Certificate of Origins when they are created. You can shear the document link with colleagues, customers and other trading partners if you like. When you press the link icon the link-address is copied to your clipboard, now the link can be inserted in a browser or copied to an (the short cut key to copy the link is ctrl+v). Copying Certificate of Origin You can create a copy of an Certificate of Origin by using the copy-icon. A copy is created allowing you to re-use or modify the contents of the Certificate of Origin you have copied. Add comments You can add comments to your applications when you click the comment icon a free type field appears allowing you to enter comments. Each comment gets a time and name stamp showing when the comment was posted and by whom.

6 Set-up default number of decimals for gross and net weights You have the option to set-up a default number of decimals used for gross and net weights when you create a new Certificate of Origin. You have the option to set-up between 0 and 5 decimals, and strip/remove trailing zeros. If you chose to strip the trailing zeros, zeros will be removed if they are the last digit(s) in a number, e.g. 2,100 becomes 2,1 and 2,110 becomes 2,11. If you chose two decimals without stripping trailing zeros 2,100 becomes 2,10, 2,110 becomes 2,11, and 1 becomes 1,00. Please note that these setting apply on the organization level, which means that the settings will apply to all the users in our organization when they create a new Certificate of Origin. Set default delivery mode Under the Settings menu you have the option to set-up a default delivery mode, e.g. if you per default want to collect your certificates, you can set Collect as your default delivery mode. When you create a new Certificate of Origin the delivery mode is set as Collect.

7 Set default unit of measure (weight) You have the option to create and set-up a standard unit of measure for your weight. If you create and set a default unit of measure for you weight units, this could be KG or Ton as examples. The default unit will be used when you create a new item line, e.g. if you create and set KG as default unit under settings, the weight field will contain KG when you create a new item on the Certificate of Origin, you can edit and change the content of the field. Addresses search and insert The solution is integrated with DI s Membercare solution this allows you to re-use and access the addresses registered under your company in Membercare. Addresses including updates are loaded from Membercare. You can search for addresses using the search input-fields (see the invoice, delivery and applicant addresses).

8 Addresses add and update time you need to use this address you can re-use the address. You can add a new address to your online address book. When you add a new address, it is saved in the online solution allowing you to search for, and insert the address in your online applications (both Certificate of Origin and Certificate of Origin). When you enter an address, you press Add address and now the address is added to the online address book, the next If you want to update or make changes to an existing address, you must make the changes and then press Update Address. Your changes will be saved in the online address book. You find the online address book in the settings menu. In the settings menu, you have the option to update and delete addresses.

9 Archiving of certificates and documents To improve the performance of the online platform we store old certificates and documents on a separate archive database. The certificates and documents are still accessible and searchable, meaning the documents in the archive are included in your searches. When you go to the achieve you can search and filter similar to what you can do in the other lists on the platform. You can bring back or restore documents and certificates stored in the achieve. You must select the documents you want to restore and click the restore button in the top left corner, this will move the selected documents from the archive to the production database.

10 Appendix: Pop-up blocker can prevent preview of certificates If your browser doesn t allow pop-ups it can block your preview of certificates to allow pop-ups from DI s online solution please follow the instructions in this appendix. Allow you browser to show pop-ups from eksportcertifikater.di.dk and now you should be able to preview your certificates.

11 Appendix: How to insert larger pieces of text for Letter of Credits etc. You can insert larger pieces of text up to 1000 characters in the field Description of Goods. This can be very useful if your are work with Letter of Credit. You can copy text from s, Word and other programs, and insert the text in the description field. You may use the preview function to preview the certificate with your text (see example below):