Follow the status of the files

This is the first status for any new file that has been accepted. The checkbox File Accepted is automatically checked by the system when you accept a new file. The date and time are displayed.

For more details, refer to the section Accepting a New File.

The Preliminary Report Transmitted box is automatically checked by the system when the preliminary report has been generated, signed and sent. The date and time the report has been transmitted is always indicated to the right of the status confirming that the bank has received it.

For more details on the generation and signing processes, refer to the Generating Documents and Signing Documents.

The Final Report Transmitted box is automatically checked by the system when the preliminary report has been generated, signed and sent. The date and time the report has been transmitted is always indicated to the right of the status confirming that that bank has received it.

You can generate the final report as soon as your documents are registered and all your signatures are received.

For more details on the generation and signing processes, refer to the Generating Documents and Signing Documents.

* FILE CLOSED BY THE FINANCIAL INSTITUTION  - Available when the financial institution is registered to this service.

This is the last step in the file handling process. You have to activate yourself this status when you are ready to close the file. When you check the File Closed box, the date and time the file is closed is saved. The file is removed from the list of your files.

 Make sure to keep a copy of your documents and to have the latest version of the specific mandate before closing a file because you will not be able to access once it will be closed.

For more details on closing files, refer to the Closing File section.

 A file is automatically closed and removed from the list of your files 6 months after the final report has been generated, signed and sent.