Coface Trade Credit Insurance
  • Client Tool Kit

Client Tool Kit

Downloads

Guides

CofaNet Essentials 3.5 Basics
PDF
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This guide will illustrate how to use the basic CofaNet Essentials 3.5 functions, including portfolio management, company search and exports.

(PDF - 3.17 MB)
CofaNet Essentials 3.5 Updates
PDF
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A quick review of the updates provided in the CofaNet Essentials 3.5 release.

(PDF - 1.15 MB)
CofaNet Essentials FAQs
PDF
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Frequently asked questions about CofaNet Essentials

(PDF - 114.77 kB)
CofaNet Essentials User Guide: Bulk Actions
PDF
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Learn how to manage multiple products via a single file.

(PDF - 389.10 kB)
CofaNet Essentials Guide: Adverse Information Declaration
PDF
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An introduction to the Adverse Information Declaration form

(PDF - 146.18 kB)
Customer Field Import Guide
PDF
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Load or update your client reference fields in Cofanet with one file.

(PDF - 450.99 kB)
Extension of Due Date: Getting Started Guide
PDF
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How to file extension of due date or payment schedules using your Cofanet account.

(PDF - 348.22 kB)
CofaMove: Getting Started Guide
PDF
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(PDF - 886.51 kB)
CofaNet: TopLiner Cover Guide
PDF
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TopLiner is an optional module allowing you to buy more cover from Coface in cases where our risk-underwriters have provided you with a restrictive credit limit decision, be it a partial credit limit, a reduction, a refusal or cancellation.

(PDF - 1.48 MB)

Forms

Cofanet Services Terms and Conditions
PDF
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The current services terms and conditions as found on your Cofanet account

(PDF - 64.93 kB)

Guides

Please find below downloadable instructions for the Notification of an Overdue Account.

CofaNet Essentials Guide: Notification of Overdue Account (NOA)
PDF
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A step by step guide to help you post your NOAs in CofaNet Essentials.  Revised 6/25/18

(PDF - 2.64 MB)
NOA FAQs
PDF
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Notification of Overdue Accounts Frequently Asked Questions

(PDF - 127.91 kB)
Importing and Attaching Files in NOA
PDF
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How to Import Invoices and Payments and Attach Supporting Docs to your NOA. Revised 6/25/18

(PDF - 259.55 kB)
Claim Filing Guide
PDF
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Learn how to file your claim with Coface.

(PDF - 605.39 kB)
Claim Filing Guide Letters USA
DOCX
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(DOC - 14.16 kB)

Forms

Notification of Claim Form (pdf)
PDF
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Fillable Notification of Claim Form allows clients to submit and save their claims in standard format.

(PDF - 38.43 kB)
Notification Forms Instructions (pdf)
PDF
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How to complete an NOA Form

(PDF - 52.48 kB)
Notification of Overdue Account Form (pdf)
PDF
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(PDF - 156.42 kB)

Guides

Declaring Sales in CofaNet - Quick Guide
PDF
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Quick Guide to start working with Sales Declarations

(PDF - 193.29 kB)
Sales Declaration User Guide
PDF
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Step by step instructions using the online Sales Declaration utility

(PDF - 1.46 MB)
Messages In Cofanet Regarding Sales Declarations
PDF
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(PDF - 283.86 kB)

Forms

Sales Declaration Form (pdf)
PDF
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A fillable pdf form that allows the entry of sales declaration data. The form can be saved, emailed as an attachment and printed.

(PDF - 81.78 kB)

Guides

Policy Master Getting Started Guide
PDF
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Learn how to quickly configure your Policy Master service with this getting started guide.

(PDF - 851.92 kB)

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