eManifest Portal
eManifest Portal User Guide

This document is also available in PDF (16.8 Mb) [help with PDF files]

eManifest Portal Overview

1.0 Introduction

The eManifest Portal User Guide provides users of the Canada Border Services Agency's (CBSA) eManifest Portal with instructions for completing tasks in the eManifest Portal. This version of the Guide supports clients that will be transmitting their pre-arrival data electronically to the CBSA using the eManifest Portal. The term "Portal" is used as a short-form reference to the eManifest Portal.

The eManifest Portal is a secure data transmission option developed by the CBSA that allows the trade community to electronically transmit their pre-arrival data through the Internet.

For more information on eManifest and business requirements, including exemptions and exceptions, refer to the Commercial reporting requirements of the CBSA Web site.

1.1 What is in this Guide?

This Guide is a reference tool for using the eManifest Portal. It includes step-by-step instructions for using key features of the Portal such as:

• navigating in the Portal;
• creating and managing User and Business Accounts;
• creating and managing Trade Documents;
• viewing and printing status information for Trade Documents; and
• creating and printing Lead Sheets to present at the border.

1.2 Technical requirements

To access the Portal, you must have an Internet connection and one of the following Web browsers:

• Internet Explorer 8 and higher;
• Firefox 34 and above (recommended).

For more information about the technical requirements for using the Portal, highway carriers may refer to the ECCRD - Chapter 7: Advance Commercial Information (ACI)/eManifest Highway Portal  and freight forwarders may refer to the Electronic Commerce Client Requirements Document (ECCRD) – Chapter 8: Advance Commercial Information (ACI)/eManifest Portal - House Bills in the eManifest section of the CBSA Web site.

1.3 Client support

The CBSA has established client support units to assist trade chain partners with the implementation of and compliance with eManifest. These units can be contacted by e-mail and/or telephone.

• The Border Information Service (BIS) is a telephone service that provides general information on most CBSA programs, including eManifest.
• The eManifest Helpdesk provides support by e-mail on eManifest policy and operational-related inquiries.
• The Technical Commercial Client Unit (TCCU) provides Electronic Data Interchange (EDI) and Portal technical support by e-mail and telephone for air, marine, highway and rail carriers, freight forwarders, importers, brokers and service providers.

Complete contact information is available in the Commercial reporting requirements section of the CBSA Web site.

1.4 Features used in this Guide

The legend below shows the features used in this Guide.

1.5 Symbols used in the Portal

The following symbols are used throughout the Portal.

Icon	Description
	This symbol indicates there is help available online. Select the icon to view the content of the field level help.
	This symbol indicates there is help available online. Select the icon to view help content of the screen level help.
	This symbol indicates that when you select the link, the information will be displayed in a new browser window.
	This may be displayed next to a Status. The symbol is displayed if: a Change, an Amendment or a Cancellation made to a Trade Document was Rejected by the CBSA system. If a Change, Amendment or Cancel of a Trade Document is Rejected, the original version of your Submitted Document remains in the CBSA system until you resubmit a Change or Amendment and it is Accepted by the CBSA. Duplicate document number of the same document type has been submitted, In order to use the duplicate document data, a change to the document’s number will need to be done and resubmitted.

1.6 Other reference information

For additional information on eManifest and the CBSA's advance reporting requirements for businesses, refer to the following:

• Commercial reporting requirements of the CBSA Web site
  For information on eManifest as well as links to related information.
• Client support
  For information on the eManifest Portal as well as links to related information.

For information on the requirements for electronic data transmission using the Portal refer to the Electronic Commerce Client Requirements Document (ECCRD).

• ECCRD - Chapter 7: Advance Commercial Information (ACI)/eManifest Highway Portal (for highway carriers).
• Electronic Commerce Client Requirements Document (ECCRD) – Chapter 8: Advance Commercial Information (ACI)/eManifest Portal - House Bills (for freight forwarders).

2.0 Getting started

2.1 Getting set up in the Portal

The following diagram provides an overview of the steps that both individuals and businesses must take to access the Portal. This multi-step process was developed by the CBSA to ensure the security and integrity of data in the Portal, in accordance with Government of Canada requirements.

Figure 2-1 Getting set up in the Portal

There are two types of accounts in the Portal - the User Account and the Business Account. All Portal users must first obtain a credential and then create a Portal User Account. Only the authorized representative of your company, known as the Account Owner, can create a Portal Business Account.

Once both the User Account and Business Account have been established, the Account Owner or Proxy Account Owner can add users to the Business Account and assign each user a role and a status. For a list of the tasks that each user role can perform in the Portal, see section 2.5.3 of this Guide.

2.2 Before Starting

The following chart summarizes what you need to do before you can create a Portal account.

2.2.1 Credentials

In order to create an eManifest Portal User Account, all users must first obtain a credential that protects their communications with online government programs and services. There are two credential options: a commercial credential service (Sign-In Partner) and a government-issued credential service (GCKey). If you wish to find out more information about each credential option available please refer to the Cyber Authentication Renewal Initiative Frequently Asked Questions or the eManifest Portal - Frequently Asked Questions (FAQs) addressed to your company type.

To obtain a credential, see section 2.3 of this Guide.

2.2.2 Client Identifier

If you are the authorized representative of your business, you must ensure that your business has a valid Client Identifier.

For additional information about client identifiers, please refer to the commercial reporting requirements of the CBSA Web site.

2.2.3 Shared Secret

A Shared Secret is a temporary access code that a business requires to create a Portal Business Account in the eManifest Portal. The CBSA issues it to businesses that request access to the Portal and must be used within 90 days of the issue date. The Shared Secret is used to authenticate and validate a client when creating an eManifest Portal Business Account. Only the CBSA and the authorized representative of the company have access to this information. For additional information, refer to the commercial reporting requirements of the CBSA Web site.

New companies
For new companies that must apply for both a client identifier and a Shared Secret, the application form includes a section that allows you to request both. For additional information, refer to the Shared Secret page on the CBSA Web site.

Existing companies
If you currently have a valid client identifier, you will not be required to re-apply using the client identifier application form to obtain your Shared Secret. Existing companies can apply for a Shared Secret by submitting a signed letter request to the CBSA on company letterhead. The letter must be signed by an authorized representative (someone with signing authority) who must be a company contact identified in the CBSA's client identifier records. For additional information, refer to the commercial reporting requirements of the CBSA Web site.

2.3 Obtaining a credential

As outlined in section 2.2, all users of the eManifest Portal are required to obtain a credential before they can access the Portal. A credential, in the information systems context, is an attestation of identity authentication that protects your communications with online government programs and services. The two credential options currently available are Sign-In Partner and GCKey.

For specific information on logging in to the eManifest Portal with either Sign-In Partner or GCKey, or to transfer credentials, please refer to the eManifest Portal - Quick Reference Guide (QRG).

2.4 Logging in to the Portal

This section outlines the steps to log in to the Portal.

Start at: eManifest Portal Log In.

1. Select the credential option with which you would like to log in, either Sign-In Partner or GCKey.
2. Enter your credential information.
3. Review the eManifest Portal Terms and Conditions of Use (see Figure 2-2).
4. Select I Accept. You can now create your User Account. See section 2.5.1 of this Guide.

   Figure 2-2 eManifest Portal Terms and Conditions page

   

2.5 Account set up

As shown in Figure 2-1, there are two types of Portal accounts that must be set up before you can enter data in Trade Documents:

2.5.1 Setting up a User Account

This section outlines the steps for creating a Portal User Account.

The first time you log in to the Portal with your credential, and accept the Terms and Conditions, the eManifest Portal Welcome (Create User Account) page will be displayed(see Figure 2-3).

Start at: eManifest Portal - Welcome (Create User Account) page.

1. Select Create User Account (see Figure 2-3).

   Figure 2-3 eManifest Portal (Create User Account) page

   
2. Enter your profile information. All fields are mandatory unless otherwise indicated on the screen.
3. Select Submit (see Figure 2-4).

   Figure 2-4 Create User Account page

   
4. Select Continue (see Figure 2-5).

   Figure 2-5 User Account Created

   

   Once you have created a Portal User Account you will be provided with a User Reference Number (URN). A URN is a system-generated number uniquely associated with a Portal User Account.

   An e-mail confirming that your User Account has been created will be sent to the e-mail address you provided when creating your User Account. The e-mail will contain the same information displayed on the User Account Created - Profile Information Saved page (see Figure 2-5).

   The User Account information in the e-mail should be saved for future reference (see Figure 2-6).

   If you are the authorized representative for your company, you may create a Business Account and register yourself as the Account Owner. If you are not the authorized representative, you must provide your URN, e-mail address and family name to the person who is the Account Owner so they can add you as a user to your company's Business Account.

   Figure 2-6 User Account creation confirmation e-mail

   

2.5.2 Creating a Business Account

This section outlines the steps for creating a Business Account in the Portal.

Start at: eManifest Portal - Welcome page (see Figure 2-7).

1. Select Business Accounts (see Figure 2-7).

   Figure 2-7 eManifest Portal - Welcome page

   
2. Select Create Business Account (see Figure 2-8).

   Figure 2-8 Business Accounts - Create Business Account

   
3. Enter your Client Identifier (e.g. carrier code), Business Type (e.g. carrier) and Shared Secret.
4. Select Submit (see Figure 2-9).

   Figure 2-9 Create Business Account - Step 1 of 3

   
5. Enter all mandatory Account Owner Information. Optional fields are indicated on the page.
6. Select Submit (see Figure 2-10).

   Figure 2-10 Create Business Account - Step 2 of 3

   
7. Review the business information displayed (see Figure 2-11).
8. Select Continue (see Figure 2-11).

   Figure 2-11 Create Business Account - Step 3 of 3

   

   If the business information displayed is incorrect, select Request Update and refer to section 8.0 of this Guide for instructions on updating profile information.

9. Select OK (see Figure 2-12).

   Figure 2-12 Business Account Created page

   
10. The Business Accounts page is displayed with your Business Account name listed as well as your Client Identifier, Business Type and Role (see Figure 2-13).

    Figure 2-13 Business Accounts page

    

    An e-mail will be sent to the Account Owner's e-mail address confirming that the Business Account was successfully created (see Figure 2-14).

    The Business Account information in the e-mail should be saved for future reference.

    Figure 2-14 Business Account confirmation e-mail

    

2.5.3 Adding users to the Business Account

As an Account Owner you are responsible for adding users to your Business Account and assigning user roles and statuses. These user roles and statuses define what the user can do in your Business Account.

The Account Owner has the option to delegate the responsibility of setting up and managing user access by assigning the Proxy Account Owner role to one or more users within the Business Account.

User roles in the Portal:

User statuses in the Portal:

2.5.4 Assigning user roles and statuses

This section outlines the steps for assigning user roles and statuses.

Features by user role:

User Role:

Before you start: You will need the user's URN, family name and e-mail address entered in their profile.

1. Select the Business Account from the Business Accounts top bar menu (see Figure 2-15).

   Figure 2-15 Business Account Tab

   
2. Select User Access tab (see Figure 2-16).

   Figure 2-16 User Access tab

   
3. Select Add User (see Figure 2-17).

   Figure 2-17 User Access tab - Add User page

   
4. Enter the user's URN, last name and e-mail address (see Figure 2-18).
5. Select Submit (see Figure 2-18).

   Figure 2-18 User Access tab - Add User - Step 1 of 2

   
6. Review the user information displayed (see Figure 2-19).
7. Select a user role for the user.
8. Select Submit (see Figure 2-19).

   Figure 2-19 User Access tab - Add User - Step 2 of 2

   
9. A User Added message will appear to confirm that the user has been added.
10. Select OK.

3.0 Using the Portal

3.1 Navigating the Portal

The following are the standard information and navigation features that you will find on every Portal page. You will see this page after your User Account has been created and the Account Owner has added you to a Business Account (see Figure 3-1).

Figure 3-1 Messages tab - System Messages and Useful Links

Option	Description
1. CBSA Top and bottom Menu Bar	If you select any of the CBSA menu bar options you will be prompted to confirm that you want to close your Portal session before being taken to the selected web site.
2. Navigation Path	Provides links back to the previous pages that you navigated through in order to get to the current page. You can select any of the links in the path to go directly to that page.
3. Portal Top Bar	Provides access to your Business Accounts and to your profile information (My Profile).
4. Show/Hide Trade Document Shortcuts Sidebar	Show Trade Document Shortcuts Sidebar - Allows you to show the sidebar and consists of a shortcut to create Trade Documents. The sidebar remains open until you select Hide Trade Document Shortcuts Sidebar. Hide Trade Document Shortcuts Sidebar - Allows you to hide the sidebar. The sidebar remains hidden until you select Show Trade Document Shortcuts Sidebar or until your next Portal session.
5.	Provides access to help information for this screen.
6. Tabs	A navigation tool that allows you to quickly access a major area of functionality in the Portal, e.g. Trade Documents.
7. eManifest Portal Help and Support	Takes you to the eManifest Portal Help and Support page on the CBSA Web site to access Portal help information and documents. A new browser window will open when this link is selected.
8. Log out	Allows you to log out of the Portal and end your session.
9. Name and URN (User Reference Number)	Your name and URN. Your URN is a system-generated number that uniquely identifies you as a Portal user.
10. Terms and conditions	Takes you to the terms and conditions of the CBSA web site (previously Important notices).
11. Transparency	Takes you to the Proactive Disclosure on the CBSA Web site.

4.0 System Messages

When beginning your Portal session it will open by default to the Messages tab.

Under the Messages tab, you will see System Messages sent by the CBSA to Portal users of a Business Account. These messages include, for example, changes to regulations or policy and systems maintenance messages and are not related to the status of Trade Documents.

You can view, print and download System Messages.

4.1 Viewing System Messages

Start at: Messages tab for the selected Business Account (see Figure 4-1).

To view the body of a message, select the applicable link in the Subject column (see Figure 4-1).

Figure 4-1 Messages tab - System Messages List

4.2 Navigating System Messages

The navigation options outlined below are available on all System Messages (see Figure 4-2).

Figure 4-2 Messages tab - System Message

5.0 Useful Links

Useful Links are similar to bookmarks or favourites in a Web browser. They can be created by users in a Business Account or by the CBSA.

Useful Links are found on the Messages tab of the Portal.

User-created Useful Links are displayed alphabetically.

5.1 Opening a Useful Link

Start at: Messages tab for the selected Business Account (see Figure 5-1).

1. From the Link Name column, select the link that you want to open (see Figure 5-1).

   Figure 5-1 Messages tab - Useful Links section

   
2. The associated Web site will open in a new browser window.
3. Close the new browser window when you have finished viewing the information (see Figure 5-2).

   Figure 5-2 Messages tab - Useful Links and new browser window

   

5.2 Creating a Useful Link

This section outlines the steps for creating a Useful Link for your selected Business Account.

Start at: Messages tab for the selected business account (see Figure 5-3).

1. Select Create Useful Link (see Figure 5-3).

   Figure 5-3 Messages tab - Useful Links section (Create Useful Link)

   
2. In the Link Name field, enter a name for the link that you want displayed in the Portal.
3. In the Address field, enter or copy and paste the URL (Web site address) that you want to be associated with the link name.
4. Select Create (see Figure 5-4).

   Figure 5-4 Messages tab - Create Useful Link page

   
5. The Useful Link Created page is displayed, confirming that the link has been created.
6. Select OK. The Messages tab is displayed and the new Useful Link will now be visible on the list of Useful Links.

5.3 Modifying a Useful Link

This section outlines the steps for modifying an existing Useful Link for your selected Business Account.

Start at: Useful Links section on the Messages tab for the selected Business Account.

1. Under the Action column, select Modify for the link that you want to change (see Figure 5-5).

   Figure 5-5 Messages tab - Modify Useful Links

   
2. The Modify Useful Link page is displayed (see Figure 5-6).
3. Select Edit.

   Figure 5-6 Messages tab - Modify Useful Link page

   
4. The Edit Useful Link page is displayed (see Figure 5-6).
5. Make the changes to the Link Name and/or Address fields, as required.
6. Select Save (see Figure 5-7).
7. The Useful Link Updated page is displayed, confirming that the link has been updated.

   Figure 5-7 Messages tab - Edit Useful Link page

   
8. Select OK. The Messages tab for the selected Business Account is displayed.

5.4 Deleting a Useful Link

This section outlines the steps for deleting an existing Useful Link.

Start at: Useful Links section of the Messages tab.

1. Under the Action column, select Modify for the link that you want to delete (see Figure 5-3). The Modify Useful Link page is displayed (see Figure 5-8).
2. Select Delete (see Figure 5-8).

   Figure 5-8 Messages tab - Delete Useful Link

   
3. The Delete Useful Link page is displayed.
4. Confirm that you want to delete the link by selecting Yes. The Messages tab for the selected Business Account is displayed.

6.0 Trade Documents

Highway carriers:

Highway carriers using the Portal to transmit pre-arrival data to the CBSA will complete and submit Trade Documents (Highway Cargo Documents, Highway Conveyance Documents and Combined Highway Documents).

This section of the user guide outlines the steps for creating, submitting, editing, and cancelling your Trade Documents.

Freight forwarders:

Freight forwarders using the Portal to transmit pre-arrival data to the CBSA will complete and submit Trade Documents (House bills and Close Messages).

Although this section of the user guide only outlines the steps for creating, submitting and editing Trade Documents used by carriers, it can be useful in assisting with the creation, submission and edits of Trade Documents used by Freight Forwarders.

6.1 Types of Trade Documents created in the Portal

The three different Trade Documents used by highway carriers in the Portal are:

For a complete description of the data elements and the business rules for Trade Documents, highway carriers may refer to the ECCRD - Chapter 7: Advance Commercial Information (ACI)/eManifest Highway Portal  and freight forwarders may refer to the Electronic Commerce Client Requirements Document (ECCRD) – Chapter 8: Advance Commercial Information (ACI)/eManifest Portal - House Bills.

6.2 Navigating the Trade Documents tab

The navigation options outlined below are available when working in the Trade Documents tab (see Figure 6-1).

Refer to individual sections within this Guide for details on each option.

Figure 6-1 Trade Documents tab

6.3 Creating a Trade Document - Highway Carriers

This section outlines the information within the Trade Documents tab and how to navigate within the tab to create different types of Trade Documents.

6.3.1 Creating a Trade Document - Highway Carriers

The following are the required data elements and navigation features within the Trade Documents tab when creating Trade Documents (see Figure 6-2).

Figure 6-2 Trade Documents tab - Create Combined Highway Document

6.3.2 Creating a Combined Highway Document

This section outlines the steps for creating and submitting a Combined Highway Document to the CBSA.

Start at: Trade Documents tab.

1. Select Create Trade Document (see Figure 6-3).

   Figure 6-3 Trade Documents tab - Create Trade Document

   
2. From the selection box, select Combined Highway Document (see Figure 6-4).
3. Select Submit (see Figure 6-4).

   Figure 6-4 Trade Documents tab - Create Trade Document (Combined Highway Document)

   

   Another path to creating a Trade Document is as follows: starting from any of the main tabs (Messages, Trade Documents, Lookups or User Access), select the "Show Trade Document Shortcuts" side bar and select Create Combined Highway Document (see Figure 6-1, item 6).

4. Complete all tabs (General, Ports, Tractor, Trailer, Addresses, and Cargo) and mandatory fields (see Figure 6-5).

   If you have additional cargo being transported under one CCN (one consignee and one shipper), select Enter Cargo Information.

5. Select Submit to the CBSA (see Figure 6-5).

   Figure 6-5 Trade Documents tab - Create Combined Highway Document (Cargo tab)

   
6. If no errors are detected, a submission confirmation message will appear. Select Yes to continue or No to cancel the Trade Document submission.
7. If Yes was selected, a Submitted to the CBSA message will be displayed under the Trade Documents tab confirming the Combined Highway Document was successfully submitted.
8. Select OK (see Figure 6-6).

Figure 6-6 Trade Documents tab - Submitted to the CBSA (Combined Highway Document)

6.3.3 Creating a Highway Cargo Document

This section outlines the steps for creating and submitting a Highway Cargo Document to the CBSA.

Start at: Trade Documents tab.

1. Select Create Trade Document (see Figure 6-3).
2. From the selection box, select Highway Cargo Document (see Figure 6-7).
3. Select Submit (see Figure 6-7).

   Figure 6-7 Trade Documents tab - Create Trade Document (Highway Cargo Document)

   

   Another path to creating a Trade Document is as follows: starting from any of the main tabs (Messages, Trade Documents, Lookups or User Access), select the "Show Trade Document Shortcuts" side bar and select "Create Highway Cargo Document" (see Figure 6-1, item 6).

4. Complete all tabs (General, Ports, Addresses, Cargo) and mandatory fields (see Figure 6-8).
5. Select Submit to the CBSA (see Figure 6-8).

   Figure 6-8 Trade Documents tab - Create Highway Cargo Document (Cargo tab)

   
6. If no errors are detected, a submission confirmation will appear. Select Yes to continue or No to cancel the Trade Document submission.
7. If Yes was selected, a Submitted to the CBSA message will be displayed under the Trade Documents tab confirming the Highway Cargo Document was successfully submitted (see Figure 6-9).
8. Select OK (see Figure 6-9).

   Figure 6-9 Trade Documents tab - Submit to the CBSA (Highway Cargo Document)

   

6.3.4 Creating a Highway Conveyance Document

This section outlines the steps for creating, adding Cargo and submitting a Highway Conveyance Document to the CBSA.

Start at: Trade Documents tab.

1. Select Create Trade Document (see Figure 6-3).
2. From the selection box, select Highway Conveyance Document (see Figure 6-10).
3. Select Submit (see Figure 6-10).

   Figure 6-10 Trade Documents tab - Create Trade Document (Highway Conveyance Document)

   

   Another path to creating a Trade Document is as follows: starting from any of the main tabs (Messages, Trade Documents, Lookups or User Access), select the "Show Trade Document Shortcuts" side bar and select Create Highway Conveyance Document (see Figure 6-1, item 6).

4. Complete all mandatory fields within the General tab (see Figure 6-11).

   Figure 6-11 Trade Documents tab - Create Highway Conveyance Document

   
5. You will need to complete the fields within either or both the Tractor and Trailer tabs as required.

   All submitted and accepted Highway Cargo Documents (CCNs) should be linked to either one, or both of, the Tractor and Trailer tabs as required. The process and available options for linking CCN(s) are the same in both tabs. For the purpose of this example, the Trailer tab has been selected to describe how to link cargo to the Highway Conveyance Document and add another container.

6. Select Enter Trailer Information (see Figure 6-12).

   Figure 6-12 Trade Documents tab - Enter Trailer Information

   
7. Enter the Trailer information (see Figure 6-13).

   Figure 6-13 Trade Documents tab - Enter Trailer Information #01

   
8. Link all related Cargo Documents to this conveyance and select Select (see Figure 6-14).

   You can add Highway Cargo Documents to the Highway Conveyance Document manually by entering the known CCN(s), or you can use the Select a CCN(s) option to link to the Highway Conveyance Document from the Unassociated CCN(s) list (see Figure 6-14).

   Figure 6-14 Trade Documents tab - Select a CCN(s)

   
9. Enter any Cargo Exceptions if applicable (see Figure 6-15).

   If cargo is loaded on Trailer #01, the Cargo Control Number(s) (CCN) for these goods must be identified unless exception(s) apply.

   Figure 6-15 Trade Documents tab - Highway Conveyance Document (Trailer tab)

   
10. Select Save (see Figure 6-15).
11. Select Submit to the CBSA.
12. If no errors are detected, a submission confirmation will appear. Select Yes to continue or No to cancel the Trade Document submission.
13. If Yes was selected, a Submitted to the CBSA message will be displayed under the Trade Documents tab confirming the Highway Conveyance Document was successfully submitted.
14. Select OK (see Figure 6-16).

    Figure 6-16 Trade Documents tab - Highway Conveyance Document (Submit to the CBSA)

    

    You can print or download the Lead Sheet and/or the Highway Conveyance Document by selecting the associated link (see section 6.8 of this Guide).

    You can also choose to select the option Use submitted Highway Conveyance Document information to create Trade Document Lookup for which you need to provide a Lookup name (see section 7.2.3 of this Guide).

6.4 Draft Documents tab

The Draft Documents tab provides you with a list of all Draft Trade Documents previously saved by all users in your Business Account.

When you select the option to Save and Finish Later or Save and Continue while creating a Trade Document, your document is saved as a Draft Trade Document in the Portal and is available for future editing.

The figure below provides an overview of the column heading names within the Draft Documents tab (see Figure 6-17).

Figure 6-17 Trade Documents tab - Draft Documents tab (Column Headings)

6.4.1 Completing a Draft Trade Document

Start at: Trade Documents tab.

1. Select the Draft Documents sub-tab. In the first column of the Draft Trade Documents, select the Document Number of the Trade Document that you want to complete (see Figure 6-18).

   Figure 6-18 Trade Documents tab - Draft Documents tab

   
2. Complete all tabs and remaining fields in the selected Trade Document.
3. Select Submit to the CBSA (see Figure 6-19).

   Figure 6-19 Trade Documents tab - Combined Highway Document

   

6.4.2 Customizing the Draft Documents List/Tab

You can change the number of documents displayed on the Draft Documents list with the Customize Draft Documents List function.

Start at: Trade Documents tab.

1. Select the Draft Documents sub-tab and then Customize List/Tab (see Figure 6-20).

   Figure 6-20 Trade Documents tab - Draft Document - Customized List/Tab

   
2. Under Customize Draft Documents List, select the number (10, 25 or 50) of documents you want to be displayed (see Figure 6-21).
3. Select Save (see Figure 6-21).

   Figure 6-21 Trade Documents tab - Draft Document - Save Customization

   
4. Select OK to save your customized settings.

Start at: Trade Documents tab.

1. Select the Draft Documents sub-tab and then Customize List/Tab (see Figure 6-20).
2. Under Customize Trade Document Tab, select the default sub-tab between: Submitted Documents, Draft Documents and Secondary Noticess (see Figure 6-21).
3. Select Save (see Figure 6-21).
4. Select OK to save your customized settings.

Start at: Trade Documents tab.

1. Select the Draft Documents sub-tab and then Customize List/Tab (see Figure 6-20).
2. Under Customize Trade Document Tab, select your default Submitted Documents List filtering preferences by selecting the:
   • Status (All, Accepted, Acquitted, Arrived, Authorized to Deliver, Cancelled, Cargo Complete, Deconsolidated, Document Package Complete, Held for CBSA, Matched, Not Matched, Rejected, Released, Reported or Updating…)
   • Status (Current or Historical); and,
   • Trade Document type (Highway Conveyance Document or Highway Cargo Document) (see Figure 6-21).
3. Select Save (see Figure 6-21).
4. Select OK to save your customized settings.

6.5 Submitted Documents tab

All electronic data transmitted to the CBSA will be available in the Portal, whether submitted through the Portal or by EDI. Electronic data can be viewed, changed/amended or cancelled and their status verified within the Submitted Documents tab.

The following table provides an overview of the data presented for each view of Submitted Documents:

6.5.1 Navigating the Submitted Documents tab

This section contains figures and tables that provide an overview of the Submitted Documents tab, navigation features, the data that can be accessed and the available functions (see Figure 6-22 and Figure 6-23).

Figure 6-22 Trade Documents tab - Submitted Documents tab (Highway Conveyance Documents)

Figure 6-23 Trade Documents tab - Submitted Documents tab (Highway Cargo Documents)

Filtering Submitted Documents allows you to specify criteria which will narrow the type of Trade Documents displayed in the list. The following table summarizes the filter options, the column headings for the different lists and the available functions.

6.5.2 Checking the status of Submitted Trade Documents

The status of your Submitted Trade Documents with the CBSA can be found under the Trade Documents tab. To view details of a particular document, including its status history, select and open the desired document.

Status refers to the status of the latest version of a Trade Document received by the CBSA.

This section provides an overview of statuses only detailed business rules are outlined in the ECCRD - Chapter 7: Advance Commercial Information (ACI)/eManifest Highway Portal.

6.5.2.1 Status History

This section outlines the data contained within the Status History page. The Status History page provides a list of all statuses related to the selected Trade Documents as well as associated messages, including error messages (see Figure 6-24).

The Status History page can be accessed by selecting the Status of a Submitted Trade Document (see Figure 6-23, item 17).

The Status History for a Trade Document can also be downloaded and/or printed when viewing the Status History page (see Figure 6-24).

Figure 6-24 Trade Documents tab - Status History (Highway Conveyance Document)

6.5.2.2 Section 12 (1) Report

Section 12(1) is part of the Customs Act. A Section 12(1) Report is available for print and/or downloads once your goods have arrived on the conveyance at the First Canadian Port of Arrival. This report is used for auditing and record-keeping purposes and is proof the imported goods have been reported to the CBSA (see Figure 6-26).

For more information, see the ECCRD - Chapter 7: Advance Commercial Information (ACI)/eManifest Highway Portal (for highway carriers).

You will be able to print and download the Section 12(1) Report by viewing the Submitted Highway Conveyance Document after the conveyance has arrived (see Figure 6-25).

Figure 6-25 Trade Documents tab - Submitted Highway Conveyance Document (Status)

Figure 6-26 Section 12(1) Report

6.5.3 Searching Submitted Trade Documents

This section outlines the different ways to search for a Submitted Document.

The Search Submitted Trade Documents function allows you to search for a specific Highway Cargo or Highway Conveyance Document that has been submitted to the CBSA. The Trade Document number (CRN or CCN) is required and only exact matches of the number will be displayed.

Start at: Trade Documents tab.

1. Select Search Submitted Trade Documents (see Figure 6-22 - item 1).
2. In Search in, select either Submitted Highway Conveyance Documents or Submitted Highway Cargo Documents.  Then enter the Document Number, either the CCN or the CRN of the Trade Document you want to find (see Figure 6-27).
3. Select Search (see Figure 6-27).

   Figure 6-27 Trade Documents tab - Search Submitted Trade Documents

   
4. The matching Trade Document will be displayed (see Figure 6-28).

   Figure 6-28 Trade Documents tab - Submitted Trade Documents Search Results

   

6.5.4 Customizing the Submitted Documents List/Tab

You can change the number of documents displayed on the Submitted Documents list with the Customize List/Tab function. By using your filter, you can choose to customize your Submitted Documents tab differently by selecting the status, version type (current or historical) and Submitted Document type.

Start at: Trade Documents tab.

1. From the Submitted Documents sub-tab, by using the filter, select the Document Type you would like to customize. As an example, select All, Current and Highway Conveyance Document.
2. Select Refresh.
3. Select Customize List/Tab (see Figure 6-23 - item 12).
4. Under Customize Submitted Current Highway Conveyance Documents List, select the number (10, 25 or 50) of documents you want displayed (see Figure 6-29).
5. Select Save (see Figure 6-29).

   Figure 6-29 Trade Documents tab - Customize List View

   
6. Select OK to save your customized settings.

You can customize the List Columns displayed in the Submitted Documents tab with the List Columns function.

Start at: Trade Documents tab.

1. From the Submitted Documents sub-tab, select Customize List/Tab (see Figure 6-22 - item 12).
2. Under List Columns, select the columns you would like displayed from the following list:
   • Submitted Conveyance Documents: Conveyance Reference Number, Estimated Date/Time of Arrival, Number of Associated CCNs, Status Date/Time, Status, Tractor Plate, Source of Transmission and Submitted Date/Time (see Figure 6-29).
   • Submitted Cargo Documents: Cargo Control Number, Consignee Name, Status Date/Time, Status, Submitted Date/Time, Consolidated Freight, Estimated Date/Time of Arrival, First Port of Arrival, Shipper Name and Source of Transmission.
3. Select Save (see Figure 6-29).
4. Select OK to save your customized settings.

You can customize the Trade Document sub-tab default in the Trade Documents tab with the Customize Trade Document Tab function.

Start at: Trade Documents tab.

1. From the Submitted Documents sub-tab, select Customize List/Tab (see Figure 6-22 - item 12).
2. Under Customize Trade Document Tab, select the default sub-tab between: Submitted Documents, Draft Documents and Secondary Notices (see Figure 6-29).
3. Select Save (see Figure 6-29).
4. Select OK to save your customized settings.

You can customize the Submitted Documents list-filtering default in the Trade Documents tab with the Customize Trade Document Tab function.

Start at: Trade Documents tab.

1. From the Submitted Documents sub-tab, select Customize List/Tab (see Figure 6-22 - item 12).
2. Under Customize Trade Document Tab, select your default Submitted Documents List-filtering preferences by selecting the:
   • Status All, Accepted, Acquitted, Arrived, Authorized to Deliver, Cancelled, Cargo Complete, Deconsolidated, Document Package Complete, Held for CBSA, Matched, Not Matched, Rejected, Released, Reported or Updating…);
   • Status (Current or Historical); and,
   • Trade Document type (Highway Conveyance Document or Highway Cargo Document (see Figure 6-29).
3. Select Save (see Figure 6-29).
4. Select OK to save your customized settings.

6.6 Editing a Submitted Document

This section outlines how to edit (change or amend) a Submitted Trade Document. All Highway Cargo and Highway Conveyance Documents can be edited after being submitted to the CBSA.

For additional information on the Change/Amendment rules for Highway Cargo and Highway Conveyance Documents, refer to the ECCRD - Chapter 7: Advance Commercial Information (ACI)/eManifest Highway Portal.

The following example provides instructions for making an Amendment to a Submitted Highway Conveyance Document.

Start at: Trade Documents tab.

1. From the Submitted Documents tab, select: Accepted, Current, Highway Conveyance Document from filter list (see Figure 6-22).
2. Select Refresh.
3. Select the Trade Document that you want to edit from the list of available Trade Documents (see Figure 6-22 - Item 11).
4. Select Edit Document (see Figure 6-30).

   Figure 6-30 Trade Documents tab - Submitted Highway Conveyance Document (Edit Document)

   
5. Select Amendment as the Document Change/Amendment Indicator

   Change or Amendment can be selected depending on the status of the Document. Refer to the ECCRD - Chapter 7: Advance Commercial Information (ACI)/eManifest Highway Portal for more information.

6. Enter the correct information in the fields that need to be amended.
7. Run the Check for Errors function (see Figure 6-31).
8. If no errors are detected, select Resubmit to the CBSA (see Figure 6-31).

   Figure 6-31 Trade Documents tab - Edit Submitted Highway Conveyance Document

   
9. A list of Conveyance Amendment Reasons will be displayed. Select the appropriate reason (see Figure 6-32).

   When submitting a post-arrival change, you must select only one reason for amendment. The amendment reasons will be listed in order of priority. When more than one reason applies to a single amendment, use only the reason that is closest to the top of the available list.

   Figure 6-32 Trade Documents tab - Edit Submitted Highway Conveyance Document (Select Reason for the Amendment)

   
10. A Resubmitted to the CBSA message will be displayed confirming that the Highway Conveyance Document was successfully resubmitted.
11. Select OK (see Figure 6-33).

    Figure 6-33 Trade Documents tab - Resubmitted to the CBSA

    

6.7 Cancelling a Submitted Document

This section outlines how to Cancel a Submitted Document.

There is a specific sequence that must be followed when cancelling a Submitted Document. The sequence depends on the status of the Trade Document, and whether it is associated with another Trade Document.

The rules and sequence for cancelling (deleting) a Submitted Document are outlined in the ECCRD - Chapter 7: Advance Commercial Information (ACI)/eManifest Highway Portal.

The following example provides instructions for cancelling a Submitted Highway Conveyance Document.

Start at: Trade Documents tab.

1. From the Submitted Documents tab, select: All, Current and Highway Conveyance Document from filter list (see Figure 6-22).
2. Select the Trade Document that you want to cancel from the list of available Trade Documents (see Figure 6-22 - Item 11).
3. Select Cancel Submission… (see Figure 6-34).

   Figure 6-34 Trade Documents tab - Submitted Highway Conveyance Document (Cancel Submission)

   
4. Select Yes to confirm your action (see Figure 6-35).

   Figure 6-35 Trade Documents tab - Cancel Submission

   
5. A Request to Cancel Submission Sent message will be displayed confirming that the request to cancel the Highway Conveyance Document was sent to the CBSA.
6. Select OK.

6.8 Printing/Downloading

The Print/Download option is available throughout the Trade Documents tab. It allows the user to print or download (save) Trade Documents or Lead Sheets in PDF format.

Users are encouraged to place a copy of downloaded Trade Documents on their own computer for record-keeping purposes.

6.8.1 Printing/Downloading a Trade Document

This section outlines how to open and print or download (save) a submitted Trade Document.

Start at: Trade Documents tab.

1. Select the Draft Documents tab or the Submitted Documents tab to find the Trade Document you want to Print/Download.
2. Select the Trade Document you want to Print/Download (see Figure 6-36).

   Figure 6-36 Trade Documents tab - Submitted Documents tab

   
3. Select Print/Download Document (see Figure 6-37).
   

   Figure 6-37 Trade Documents tab - Submitted Highway Conveyance Document

   
4. Select Open if you want to print the Submitted Highway Conveyance Document (see Figure 6-38). Proceed to step 6 if you want to Save the document.
   

   Figure 6-38 File Download

   

   File Download (see Figure 6-38)

   • Open: Opens a PDF document and allows the user to print or save the document.
   • Save: Allows the user to save a copy of the document.
   • Cancel: Cancels the Print/Download request.
5. The Highway Conveyance Document will open in a PDF file format and will be available to print (see Figures 6-39, 6-40 6-41).

   Figure 6-39 Highway Conveyance Document - Page 1

   

   Figure 6-40 Highway Conveyance Document - Page 2

   

   Figure 6-41 Highway Conveyance Document - Page 3

   
6. To download (save) the Highway Conveyance Document on your computer, select Save.

6.8.2 Printing/Downloading a Lead Sheet

To print a Lead Sheet, follow steps 1 through 4 in section 6.8.1 of this Guide and select Print/Download Lead Sheet instead of Print/Download Document (see Figure 6-37).

The Portal-generated Lead Sheet includes a machine-readable bar code of the Conveyance Reference Number (CRN) as well as a list of all associated Cargo Control Numbers (CCN) (see Figure 6-42).

Figure 6-42 eManifest Portal Lead Sheet

6.9 Secondary Notices

This section outlines the information in regards to Secondary Notices (Manifest Forwards and Document Not on File notices).

• It is the user's responsibility to manage the Secondary Notices in their Business Account.

6.9.1 What are Secondary Notices?

Secondary Notices are Trade Document related notices that are forwarded to your attention on behalf of another Trade Chain Partner (Manifest Forward) or the CBSA (Document Not on File notices).

• Manifest Forward is an electronic copy of a House bill submitted to the CBSA, by a freight forwarder, which has been sent to your client identifier (carrier code).
• Document Not on File notice indicates that a Cargo Control Number containing your carrier code was quoted on a submitted Trade Document. This could be a Release or a House bill Close Message, but note that Document Not on File would not relate to a Conveyance quoting a CCN that is not on file.

6.9.2 Navigating the Secondary Notices Tab

This section contains figures and tables that provide an overview of the Secondary Notices tab, navigation features, the data that can be accessed and the available functions (see Figure 6-43).

Figure 6-43 Secondary Notices Tab

Filtering Secondary Notices allows you to specify criteria which will narrow the type of Secondary Notices displayed in the list. The following table summarizes the filter options, the column headings for the different lists and the available functions.

6.9.3 Searching Secondary Notices

This section outlines the different ways to search for a Secondary Notice.

The Search Secondary Notices function allows you to search for a specific Secondary Notice that has been sent to you. The Document number (CCN) is required and only exact matches of the number will be displayed.

Start at: Trade Documents tab.

1. Select Secondary Notices tab.
2. Select Search Secondary Notices (see Figure 6 43 – item 1).
3. Enter the Document Number (CCN) of the Secondary Notice you want to find (see Figure 6 44).
4. Select Search (see Figure 6 44).

Figure 6-44 Search Secondary Notices

5. The matching Secondary Notice will be displayed, either a Manifest Forward (see Figure 6-45) or a Document Not on File notice (see Figure 6-46).

Figure 6-45 Search Secondary Notices Search Results – Manifest Forward

Figure 6-46 Search Secondary Notices Search Results – Document Not on File notice

6.9.4 Customizing the Secondary Notices List/Tab

You can change the number of documents displayed on the Secondary Notices list with the Customize Secondary Notices List function.

Start at:Trade Documents tab.

1. Select the Secondary Notices sub-tab and then Customize List/Tab (see Figure 6 47).

Figure 6-47 Secondary Notices Tab

2. Under Customize Secondary Notices List, select the number (10, 25 or 50) of documents you want to be displayed (see Figure 6 48).

Figure 6-48 Customize Secondary Notices

3. Select Save (see Figure 6 48).

4. Select OK to save your customized settings.

You can customize the Trade Document sub-tab default in the Trade Documents tab with the Customize Trade Document Tab function.

Start at: Trade Documents tab.

1.  Select the Secondary Notices sub-tab and then Customize List/Tab (see Figure 6-43).
2. Under Customize Trade Document section, select the default sub-tab between: Submitted Documents, Draft Documents and Secondary Notices (see Figure 6-48).
3. Select Save (see Figure 6-48).
4. Select OK to save your customized settings.

You can customize the Submitted Documents list filtering default in the Trade Documents tab with the Customize Trade Document Tab function.

Start at: Trade Documents tab.

1. From the Secondary Notices sub-tab, select Customize List/Tab (see Figure 6-43).
2. Under Customize Trade Document section, select the default sub-tab between: Submitted Documents, Draft Documents and Secondary Notices (see Figure 6-48).
3. Select Save (see Figure 6-48).
4. Select OK to save your customized settings.

You can customize the Submitted Documents list filtering default in the Trade Documents tab with the Customize Trade Document Tab function.

Start at: Trade Documents tab.

1. From the Secondary Notices sub-tab, select Customize List/Tab (see Figure 6-43).
2. Under Customize Trade Document section, select your default Submitted Documents List filtering preferences by selecting the:
   • Status;
   • Status (Current or Historical); and,
   • Trade Document type (Cargo document or Conveyance document) (see Figure 6-48).
3. Select Save (see Figure 6-48).
4. Select OK to save your customized settings.

6.9.5 Deleting a Secondary Notice

This section outlines how to delete a Secondary Notice.

The following example provides instructions for deleting a Manifest Forward (Secondary Notice).

Start at: Trade Documents tab.

1. Select the Secondary Notice sub-tab (see Figure 6-49).

   Figure 6-49 Trade Document tab - Secondary Notices

   
2. Under the Action column, select Delete aligned to the Document Number of the Manifest Forward you want to delete (see Figure 6-49).
3. Select Yes to confirm your action (see Figure 6-50).

   Figure 6-50 Trade Document tab - Delete Secondary Notices

   
4. Select OK to delete your Secondary Notice.

7.0 Lookups

This section outlines how to create, search for and delete a Lookup.

A Lookup is a Portal feature designed to save time by allowing both highway carrier and freight forwarder Account Users to create and store frequently used information: Tractor, Trailer, Shipper, Consignee, Notify Party, Delivery Address and Trade Documents for highway carriers and Shipper, Consignee, Notify Party, Delivery Address, Consolidator, SNP ID and Trade Documents for freight forwarders. A Lookup can be created when you are working in a Trade Document, or within the Lookup tab.

7.1 Types of Lookups

The Lookups tab contains five sub-tabs. Each sub-tab allows the Account User to create a new Lookup, search for an existing Lookup and/or display a list of previously created Lookups.

The following table outlines the mandatory fields within each of the five different Lookup types.

Figure 7-1 Lookups tab

7.2 Creating a Lookup

This section outlines how to create a Lookup.

A Lookup can be created within the Lookups tab (see Figure 7-1), or when working in a Trade Document (see Figure 6-2, item 6).

7.2.1 Creating a Lookup from within the Lookups tab

Account Users can create Lookups for a Business Account before creating a Trade Document.

The following example provides instructions for creating a Trailer Lookup. The same process would be used to create any other Lookup (Tractor, Shipper, Consignee, Notify Party, Delivery address, Consolidator, SNP or Trade Document) within the Lookups tab.

Start at: Lookups tab.

1. Select the Trailer tab.
2. Select Create Trailer Lookup (see Figure 7-2).

   Figure 7-2 Lookups tab - Trailer tab (Create Trailer Lookup)

   
3. Enter all mandatory information in the Lookup fields (see Figure 7-3).
4. Select Create (see Figure 7-3).

   Figure 7-3 Lookups tab - Create Trailer Lookup

   
5. A Trailer Lookup Created message will be displayed confirming that the Lookup has been created.
6. Select OK .

7.2.2 Creating a Lookup when working in a Trade Document

Creating a Lookup while working in a Trade Document follows the same steps as creating a Lookup within the Lookups tab. See section 6.3 of this Guide for details on creating Trade Documents.

The following example provides instructions for creating a Shipper Lookup. The same process would be used to create any other Lookup type except a Trade Document Lookup, see section 7.3.3 for instructions on creating a Trade Document Lookup when in a Trade Document.

Start at: Trade Documents tab.

1. Select Create Trade Document.
2. Select Highway Cargo Document.
3. Select Submit.
4. Enter the Trade Document information.
5. Select Addresses tab.
6. Enter data in all mandatory fields in the Shipper section.
7. Select Create a Shipper Lookup (See Figure 7-4).
8. A Shipper Lookup Created message will be displayed confirming that the Lookup has been created.
9. Select OK.

   Figure 7-4 Trade Documents tab - Addresses tab (Shipper section, Create a Shipper Lookup)

   
10. The Shipper Lookup is created and you can continue creating your Trade Document.

7.2.3 Creating a Trade Document Lookup when submitting a Trade Document

You are able to create a Trade Document Lookup when submitting a Trade Document.  You would use this function when you frequently send similar Trade Documents with the same information.

Start at: Trade Documents tab.

1. Select Create Trade Document.
2. Select Trade Document of choice.
3. Select Submit.
4. Enter the required information for your trade document submission (see section 6.3.1).
5. Select Submit to the CBSA.
6. Verify the information submitted is correct, select Yes if correct or No if any changes are required.
7. Select Use submitted Highway Document information to create Trade Document Lookup (see Figure 7-5).

   Figure 7-5 Trade Documents tab - Create a Lookup from a submitted Trade Document

   
8. Enter a Lookup name.
9. Select Create Lookup (see figure 7-5).
10. A confirmation message will appear to let you know that a new Lookup has been created.
11. Select OK.

7.3 Searching for and using a Lookup

This section outlines how to search for and use Lookups.

Searching for a Lookup is useful in the following instances:

• using a Lookup in a Trade Document;
• updating the details of a Lookup; and/or
• deleting a Lookup.

You can search for a Lookup in the Lookups tab (see Figure 7-1), or when creating a Trade Document (see Figure 6-2, item 5).

7.3.1 Searching for Lookups Criteria

The following table outlines the information fields that can be used to search all the different Lookup types. For example, if you are looking for a Shipper Lookup, you can filter and sort the existing list by: Name, City, or Province/State.

The Lookup search criteria do not have to be an exact spelling to the saved Lookup name. For example, searching with letter "S" will return all Lookups starting with the letter "S"

7.3.2 From the Lookups tab

The following example provides instructions on searching for a Consignee Lookup. The process is the same to search any other Lookup (Tractor, Trailer, Shipper, Notify Party, Delivery Address, Consolidator and SNP).

Start at: Lookups tab.

1. Select the Addresses tab.
2. Select the Consignee sub-tab.
3. Select the Search Consignee Lookups field, enter the name of the Consignee you want to find under "Search for:" (see Figure 7-6).
4. Select Search (see Figure 7-6).

   Figure 7-6 Lookups tab - Search Consignee Lookups

   
5. The results of the search Consignee Lookups will be displayed.
6. Select the appropriate Consignee Lookup from the available list (see Figure 7-7). Should no similar company exist, you will be brought directly to the Consignee Lookup Details page.

   Figure 7-7 Lookups tab - Consignee Lookup Search Results

   

7.3.3 Using a Lookup While Working in a Trade Document

The following example provides instructions for using the Shipper Lookup while creating a Combined Highway Document. The process is the same for using any other Lookup (Tractor, Trailer, Consignee, Notify Party, Delivery Address, Consolidator and SNP) in any of the following Trade Document types: Conveyance, Cargo, Combined or House bill.

Start at: Trade Documents tab.

1. Select Create Trade Document.
2. Select Combined Highway Document.
3. Select the Addresses tab.
4. Select a Select a Shipper Lookup in the Shipper section to find a Lookup to use within this Trade Document (see Figure 7-8).

   Figure 7-8 Trade Documents tab - Create Combined Highway Document (Select Shipper Lookup)

   
5. The Select a Shipper Lookup page will be displayed.
6. Select the appropriate Lookup from the available list or use the Search Shipper Lookups option (see Figure 7-9).

   Figure 7-9 Trade Documents tab - Shipper Lookup Search Results

   
7. The information from the selected Lookup will be displayed in the Shipper fields (see Figure 7-10).

   Figure 7-10 Trade Documents tab - Shipper Information Populated by Selected Lookup

   

7.3.4 Using a Trade Document Lookup to create a Trade Document

The following example provides instructions for using the Trade Document Lookup to create a Combined Highway Document.

Start at: Trade Documents tab.

1. Select Create Trade Document.
2. Select Use Trade Document Lookup.
3. Select Submit (see Figure 7-11).

   Figure 7-11 Use Trade Documents Lookup

   
4. Select the Trade Document Lookup you would like to use and select Select (See Figure 7-12).

   Figure 7-12 Select Trade Documents Lookup

   
5. Enter the CRN, CCN, Estimated Date of Arrival and Estimated Time and Time Zone of Arrival and any other missing mandatory elements (See Figure 7-13).
6. Select each of the tabs to verify that the information is complete and valid. Make any changes needed (See Figure 7-13).
7. Select Submit to the CBSA (See Figure 7-13).

   Figure 7-13 Use Trade Documents Lookup

   

7.4 Editing a Lookup

This section outlines how to edit a previously created Lookup. To find a previously created Lookup, refer to section 7.3 in this Guide.

The following example provides instructions for editing the Tractor Lookup. The process is the same for any other Lookup (Trailer, Shipper, Consignee and Notify Party, Delivery Address, SNP or Trade Document).

Start at: Lookups tab.

1. Select Tractor tab.
2. Select the Lookup you want to edit (see Figure 7-14).

   Figure 7-14 Lookups tab - Tractor sub-tab

   
3. The Tractor Lookup Details page will be displayed.
4. Select Edit (see Figure 7-15).

   Figure 7-15 Lookups tab - Tractor Lookup Details

   
5. Edit Tractor Lookup information and select Submit (see Figure 7-16).

   Information edited within the Lookup will not be saved if the Cancel option is selected.

   Figure 7-16 Lookups tab - Edit Tractor Lookup

   
6. A Tractor Lookup Updated message will be displayed confirming that the Lookup has been updated.
7. Select OK.

7.5 Deleting a Lookup

This section provides instructions for deleting a previously created Lookup. To find a previously saved Lookup, refer to section 7.4 in this Guide.

The following example provides instructions for deleting a Tractor Lookup. The process is the same for any other Lookup (Trailer, Shipper, Consignee, Delivery Address, Notify Party, Consolidator, SNP and Trade Documents).

Start at: Lookups tab.

1. Select Tractor tab.
2. Select the Lookup you want to delete (see Figure 7-14).
3. The Tractor Lookup Details page will be displayed.
4. Select Delete (see Figure 7-17).

   Figure 7-17 Lookups tab - Tractor Lookup Details

   
5. A Delete Tractor Lookup message will be displayed prompting you to confirm that you want to delete the Lookup.
6. Select Yes to continue or No to cancel deleting the Lookup (see Figure 7-18).

   Figure 7-18 Lookups tab - Delete Tractor Lookup

   

8.0 Updating Profile Information

This section outlines how to update the Account User and Account Owner information.

Whenever there is a change to your personal information (i.e. name, telephone number, e-mail address, etc.), you are required to make these changes in your My Profile.

You are responsible for keeping your Profile information up to date.

8.1 Updating User Account Profile Information

This section outlines the steps for updating your profile information.

Start at: eManifest Portal.

1. Select My Profile in the top menu bar (see Figure 8-1).

   Figure 8-1 Updating Profile Information

   
2. The My Profile page will be displayed.
3. Select Edit (see Figure 8-2).

   Figure 8-2 My Profile - Edit

   
4. Edit the information as needed.
5. Select Save to save the changes or Cancel saving the changes (see Figure 8-3).

   Figure 8-3 Edit My Profile - Edit Profile Information

   
6. My Profile Updated message will be displayed confirming that your profile has been updated.
7. Select OK.

8.2 Deleting a User Account

This section outlines the steps to delete your User Account.

Start at: eManifest Portal.

1. Select My Profile in the top menu bar (see Figure 8-1).
2. The My Profile page will be displayed (see Figure 8-2).
3. Select Delete User Account.
4. A User Account Deletion confirmation message will appear, select Yes (see Figure 8-4).

   Figure 8-4 Edit My Profile - Delete User Account

   
5. A User Account Deleted page will be displayed confirming that your User Account has been deleted.
6. An e-mail will be sent to the user's e-mail address to confirm the User Account deletion.
7. Select OK and your eManifest Portal session will end.

9.0 Managing User Accounts

This section outlines how to edit the role of an Account User, and the steps to suspend or remove Account Users associated with your Business Account.

Only Account Owners or Proxy Account Owners will be able to perform these administrative functions.

9.1 Editing an Account User Role

This section outlines the steps to edit the role of an Account User associated with your Business Account. To modify the Account Owner of a Business Account, the Business Contact will need to contact the Technical Commercial Client Unit (TCCU) by telephone, see the eManifest Portal - Frequently Asked Questions (FAQs) addressed to your company type. For more information on user roles, see section 2.5.4 of this Guide.

Start at: eManifest Portal.

1. Select User Access tab (see Figure 9-1).
2. A list of all Account Users will be displayed, including their assigned user role and user status. The list of Account Users is sorted alphabetically by default.
3. If the Account User you are looking for is not displayed, select the first letter of the Account User's family name to see a list of all Account Users whose family name begins with the same letter.
4. Select the User (see Figure 9-1).

   Figure 9-1 User Access tab - User Access (Account Users)

   
5. Select Edit (see Figure 9-2).

   Figure 9-2 User Access tab - User Details (Edit)

   
6. Edit the Account User Role and/or the User Status (see Figure 9-3).
7. Select Submit (see Figure 9-3).

   Figure 9-3 User Access tab - Edit User Role

   
8. A User Profile Updated message will be displayed confirming the User Role and Status has been updated.
9. Select OK.

9.2 Suspending an Account User

This section outlines the steps to Suspend an Account User associated with your Business Account.

Start at: eManifest Portal.

1. Select User Access tab.
2. Select the User (see Figure 9-1).
3. Select Edit (see Figure 9-4).

   Figure 9-4 User Access tab - User Details (Modify)

   
4. Select Suspended as the User Status (see Figure 9-5).

   Figure 9-5 User Access tab - Edit User Role and Status (Suspend)

   
5. Select Submit (see Figure 9-5).
6. A User Profile Updated message will be displayed confirming the User Role and Status has been updated.
7. Select OK.
8. The Account User role will be displayed as suspended (see Figure 9-6).

   Figure 9-6 User Access tab - Suspend User (User Role Suspended)

   

9.3 Removing an Account User

This section outlines the steps to remove an Account User associated with your Business Account.

Once an Account User has been removed from a Business Account, they will no longer have access to the Business Account and their association with that Business Account will be severed. The Account User's own Portal profile will remain unchanged and the user will still have access to other authorized business accounts.

Start at: eManifest Portal.

1. Select User Access tab.
2. Select the User (see Figure 9-1).
3. Select Remove (see Figure 9-7).

   Figure 9-7 User Access tab - User Details (Remove)

   
4. A Remove User message will be displayed prompting you to confirm that you want to remove the user (see Figure 9-8).
5. Select Yes to remove the Account User or No to cancel removing the Account User (see Figure 9-8).

   Figure 9-8 User Access tab - User Details (Remove User)

   
6. The User Account is successfully removed and will no longer be displayed in the User Access list (see Figure 9-9).

   Figure 9-9 User Access tab - User Access (Account User Removed)

   

10.0 Managing Business Accounts

This section outlines how to edit the Account Owner or Business Account Information and how to delete the Business Account.

Only Account Owners will be able to perform these administrative functions.

10.1 Updating Business Account Information

This section outlines how to update the Account Owner and Business Account information. All updates made to the Business Account information will be sent to the CBSA to be verified before the information is updated in the Portal. You will receive an e-mail when the updates have been processed by the CBSA.

10.1.1 Edit the Account Owner Information

Start at: eManifest Portal.

1. Select Business Accounts in the top menu bar.
2. Select Modify from the Action column next to the Business Account you want to update (see Figure 10-1).

   Figure 10-1 Business Accounts - Updating Business Account Information

   
3. The Modify Business Account page will be displayed which will default to the Account Owner Information page.
4. Select Modify (see Figure 10-2).

   Figure 10-2 Business Accounts - Account Owner Information tab

   

   Figure 10-3 Business Accounts - Editing Account Owner Information

   
5. Update the required information and select Save (see Figure 10-3).
6. A confirmation message will appear, select OK.

10.1.2 Edit the Business Account Information

Start at: eManifest Portal.

1. Select Business Accounts in the top menu bar.
2. Select Modify from the Action column next to the Business Account you want to update (see Figure 10-1).
3. The Modify Business Account page will be displayed.
4. Select the Business Information tab (see Figure 10-4).

   Figure 10-4 Business Accounts - Request Business Account Update

   
5. Select Request Update.
6. Update the required information and select Submit (see Figure 10-5).

   Figure 10-5 Business Accounts - Request Business Account Update

   
7. A confirmation message will appear, select OK.

10.2 Setting a Default Business Account

This section outlines the steps for setting one Business Account as the default in cases when you are managing several Business Accounts.

Start at: eManifest Portal.

1. Select Business Accounts (see Figure 10-6).

   Figure 10-6 Business Accounts - Default log in Business Account

   
2. Select the default Business Account from the drop-down list and select Save (see Figure 10-6).
3. A Default Log In Preference Updated message will be displayed confirming the default Business Account has been updated.
4. Select OK.

10.3 Deleting a Business Account

This section outlines the steps to delete your Business Account.

Start at: eManifest Portal.

1. Select Modify under the Action column next to the Business Account you want to delete (see Figure 10-7).

   Figure 10-7 Business Accounts - Modifying a business account

   
2. The Modify Business Account page will be displayed.
3. Select Delete Business Account. (see Figure 10-8)

   Figure 10-8 Business Accounts - Deleting a business account

   
4. A Business Account Deletion confirmation message will appear, select Yes (see Figure 10-9).

   Figure 10-9 Business Accounts - Delete Business Account confirmation message

   
5. A Business Account Deleted page will be displayed confirming that your Business Account has been deleted.
6. Select OK.
7. An e-mail will be sent to the Account Owner e-mail address provided to confirm the Business Account deletion.

Date modified:

2017-03-05