Coface Trade Credit Insurance
  • Client Tool Kit

Client Tool Kit

Online CofaNet Training

CofaNet Essentials on-demand video tutorials:
CofaNet Essentials 3.5 Introduction

Downloads

Guides

CofaNet Essentials 3.5 Basics
PDF
Download

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
Download

A quick review of the updates provided in the CofaNet Essentials 3.5 release.

(PDF - 1.15 MB)
CofaNet Essentials FAQs
PDF
Download

Frequently asked questions about CofaNet Essentials

(PDF - 114.77 kB)
CofaNet Essentials User Guide: Bulk Actions
PDF
Download

Learn how to manage multiple products via a single file.

(PDF - 389.10 kB)
CofaNet Essentials Guide: Adverse Information Declaration
PDF
Download

An introduction to the Adverse Information Declaration form

(PDF - 146.18 kB)
Customer Field Import Guide
PDF
Download

Load or update your client reference fields in Cofanet with one file.

(PDF - 450.99 kB)
Extension of Due Date: Getting Started Guide
PDF
Download

How to file extension of due date or payment schedules using your Cofanet account.

(PDF - 348.22 kB)
CofaMove: Getting Started Guide
PDF
Download

(PDF - 886.51 kB)
CofaNet: TopLiner Cover Guide
PDF
Download

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
Download

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
Download

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
Download

Notification of Overdue Accounts Frequently Asked Questions

(PDF - 127.91 kB)
Importing and Attaching Files in NOA
PDF
Download

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
Download

Learn how to file your claim with Coface.

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

(DOC - 14.16 kB)

Forms

Notification of Claim Form (pdf)
PDF
Download

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
Download

How to complete an NOA Form

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

(PDF - 156.42 kB)

Guides

Declaring Sales in CofaNet - Quick Guide
PDF
Download

Quick Guide to start working with Sales Declarations

(PDF - 193.29 kB)
Sales Declaration User Guide
PDF
Download

Step by step instructions using the online Sales Declaration utility

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

(PDF - 283.86 kB)

Forms

Sales Declaration Form (pdf)
PDF
Download

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
Download

Learn how to quickly configure your Policy Master service with this getting started guide.

(PDF - 851.92 kB)

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