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eManifest Portal User Guide

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1. Updated profile information is displayed on My Profile page 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 PROTECTION SERVICE INTEGRITY 131 of 147 A A O 4 A User Account Deletion confirmation message will appear select Yes see Figure 8 4 Delete User Account x Are you sure you want to permanently delete your User Account You will no longer have access to the eManifest Portal and the following Business Accounts PORTAL 17 2471 PORTAL 18 5472 PORTAL FREIGHT FORWARDER 3 8666 a Ce Dre 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 PROTECTION SERVICE INTEGRITY 132 of 147 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 s
2. Business Accounts My Profile Home gt Business Accounts gt PORTAL 17 2471 Portal User URN PU029479 eManifest Portal Help and Support LE Log out LESTES Trade Documents Lookups User Access View Submitted Highway Conveyance Document Print Download Lead Sheet PDF 885KB Print Download Document PDF 3167KB lt Back Carrier Name PORTAL 17 Carrier Code 2471 Effective Status Accepted 2013 03 28 09 40 Conveyance Reference Number CRI 2471123456789 General BC Mic Show Trade Document Shortcuts Estimated Date of Arrival 2013 04 25 Estimated Time and Time Zone of Arrival 01 00 Eastern First Port of Arrival St Stephen Commercial 0211 Empty Loaded Status Loaded General BICOL Mic Edit Document Cancel Submission Print Download Lead Sheet PDF 885KB Print Download Document PDF 3167KB lt Back Preferred Time Zone Eastern Figure 6 28 Trade Documents tab Submitted Trade Documents Search Results If no matching document is found you can either change your search criteria or cancel the search If the Trade Document is found in archived status the details will not be available for viewing in the Portal If you require a copy contact the CBSA s Technical Support Unit TSU PROTECTION SERVICE INTEGRITY 84 of 147 M Rey 6 5 4 Customizing the Submitted Documents List Tab You can ch
3. Conveyance Reference Number Num ro de r f rence du moyen de transport 2471123456783 Est Date Time of Arval Oste et heure d amiv e pr vues Efecive Status st Printng Statut en vigeur limpression Date Time of Status Date et heure du statut 2013 05 25 01 00 Eastem Accepted 2013 03 28 0940 Ease First Port of Amival Premier bureau d arriv e Comveyance Empty or Loaded Moyen de transport vide ou Charg 211 amp Stephen Commercial C Emptyvice E Loadeaicharge Tractor Information information sur le tracteur Tractor Seal Number s Num ro s du Ges scesu du tracteur Courier Low Value Shipment Exp dition de fabie valeur Flying Trucks Exp ditions s riennez ransporites par camion instrument of intemagonai Trade instrument pour le commerce intemationsi Postel Postales Emergency Repairs R parations d urgence Courier Low Value Shipment Exp dition de sibie valeur Frying Trucks Exp ditons a riennes transport es par camion instrument of internagonai Trade instrument pour le commerce ntematons Poza Postaies Emergency Repairs R parations dungence Courier Low Vaiue Shipment Exp dition de fsbie valeur Frying Trucks Expeditions s nennes ransportees par camion instrument of internadonai Trade instrument pour le commerce intematonsi Postal Postaies Emergency Repars R parations d urgence Canada Figure 6 39 Highway Conveyance Document P
4. User Role Account Browser a Account User Proxy Account Owner Show Trade Document Shortcuts o User Sta we Suspended gt Preferred Time Zone Eastern 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 eManifest Portal Canad Business Accounts My Profile Home gt Business Accounts gt PORTAL 17 2471 Portal User URN PU029479 eManifest Portal Help and Support Log out CSS Me ee eee ee user Access User Access Add User Users 1 2 of 2 Show Trade Document Shortcuts Family Name 4 First Name URN User Role ae Doe John james 3D411833 Proxy Account Owner Suspended User Portal PU029479 Account Owner ACTE Preferred Time Zone Eastern Figure 9 6 User Access tab Suspend User User Role Suspended PROTECTION SERVICE INTEGRITY 137 of 147 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 uncha
5. highway carriers and is the current Close Messages for freight forwarders The list is sorted by the Status Date Time column with the most recent date time at the top of the list If your company submits a very high volume of Trade Documents to the CBSA whether through the Portal or EDI the CBSA system may not be able to present a list of your most recent Trade Documents If this is the case use the Search Submitted Trade Documents feature in the Trade Documents tab to locate documents by Cargo Control Number or Conveyance Reference Number for highway carriers and by Cargo Control Number or Close Message Number for freight forwarders PROTECTION SERVICE INTEGRITY 73 of 147 The following table provides an overview of the data presented for each view of Submitted Documents Highway Conveyance Highway Cargo Column Name Current Historical Current Historical Conveyance Reference v v Number CRN aa aa aa Number of Associated CCNs Tractor Plate Status Date Time Effective Status lt lt Consignee Name Matched Submitted Date Time Consolidated Freight Sows ortan v v v lt I lt I lt I lt lt I lt I lt I lt I lt Number of Associated CONS v v Tractor Plate wT Status DateTime wT Effective Status y vy Submitted DateTime v y lt I lt I lt I lt I lt lt I lt I lt I lt PROTECTION SERVICE INTEGRITY 74 of 147 6 5 1 Navigating the Submitted
6. SERVICE INTEGRITY 71 of 147 eManifest Portal Canada Business Accounts My Profile Home gt Business Accounts gt PORTAL 17 2471 Portal User URN PU029479 eManifest Portal Help and Support aza Log out UEST E Trade Documents EKZILU RS Customize List Tab Customize Draft Documents List Number of items to display per page Ho 25 50 Customize Trade Document Tab Default Trade Document Sub Tab Ras GERS Draft Documents Received Documents Default Submitted Documents List Filtering ay Current Highway Conveyance Document Preferred Time Zone Eastern Show Trade Document Shortcuts Figure 6 21 Trade Documents tab Draft Document Save Customization 4 Select OK to save your customized settings O You can customize the Trade Document sub tab default in the Trade Documents tab with the Customize Trade Document Tab function By default the Submitted Documents sub tab will appear when selecting the Trade Documents tab 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 Received Documents see Figure 6 21 3 Select Save see Figure 6 21 4 Select OK to save your customized settings You can customize the Submi
7. Search Tractor Lookups Tractor Lookups 1 2 of 2 Tractor Lookup Name 4 Tractor Identifier Tractor Plate reno Look up 1 Tractorplate1 Nova Scotia Newplate Nova Scotia Show Trade Document Shortcuts Preferred Time Zone Eastern Figure 7 14 Lookups tab Tractor sub tab 3 The Tractor Lookup Details page will be displayed PROTECTION SERVICE INTEGRITY 126 of 147 A C Iw 4 Select Edit see Figure 7 15 eManifest Portal Canada Business Accounts My Profile Home gt Business Accounts gt PORTAL 17 2471 Portal User URN PU029479 eManifest Portal Help and Support Log out Messages Trade Documents Lookups User Access Tractor Lookup Details Tractor Lookup Name Look up 2 Tractor Identifier Tractor Plate Newplate Tractor Plate Province State Nova Scotia Tractor Plate Country Canada Show Trade Document Shortcuts Delete lt lt Back Preferred Time Zone Eastern 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 eManifest Portal Canad Business Accounts My Profile Home gt Business Accounts gt PORTAL 17 2471 Portal User URN PU029479 eManifest Portal Help and Support Log out TTET ee ete Lookups MERE Edit Tractor Lookup All
8. prescribed information and Useful Links in its associated Business Account User statuses in the Portal An Active status gives the user the ability to benefit from the functionality they have been granted by the Account Owner or Proxy Account Owner of the Business Account Active A Suspended status removes the user s ability to benefit Suspended from the functionality initially granted by the Account Owner or Proxy Account Owner of the Business Account PROTECTION SERVICE INTEGRITY 29 of 147 Ss 4 y Q Lg gt d vert 2 5 4 Assigning user roles and statuses This section outlines the steps for assigning user roles and statuses Only an Account Owner or Proxy Account Owner can assign user roles or statuses Features by user role Comment SK1 For HTML version ee ee check marks will need Available to be coded in the background for Account Proxy Account Account ISELIN PUPSSES Features Owner Account User Browser Owner Create edit My Profile v v v v Add update a Business Account v Add edit suspend remove a Proxy V Account Owner Add edit suspend remove an Account v Vv User and an Account Browser Create submit edit save a Trade V v Vv Document Search view a Trade Document V v Vv V Search view a Received Document v Vv V v Delete a Received Document Vv V v Print download a Lead Sheet v v v v Print download a Se
9. 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 PROTECTION SERVICE INTEGRITY 94 of 147 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 eManifest Portal Canada Business Accounts My Profile Home 2 Business Accounts gt PORTAL 17 2471 Portal User URN PU029479 eManifest Portal Help and Support O Log out eee Trade Documents RETE User Access Trade Document Submitted Documents BETTER Bese ee ee Filter Submitted Documents list to view the following All Curent ie Highway Conveyance Document Renesh Note An A icon will be displayed if an update to a Trade Document has been rejected by the CBSA An icon will
10. Create Business Account Portal User URN PU029479 Manifest Portal Help and Support MH Loa out Create Business Account Step 3 of 3 Review Business Information Business Name PORTAL 18 Client Identifier 5472 Business Type Bonded Highway Carrier Please review your existing business information below If this information is incorrect you can change it by selecting Request Update If the information is correct or you would like to change it at a later time select Continue Business Information Contact First Name Portal Contact Family name User Contact Telephone Number 1234567890 Contact Telephone Extension Address Telephone Number 250 TREMBLAY RD City OTTAWA Province State Ontario Postal Zip Code K1AOL8 Country Canada Request Update Preferred Time Zone Eastern 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 PROTECTION SERVICE INTEGRITY 25 of 147 lw 9 Select OK see Figure 2 12 eManifest Portal Business Accounts My Profile Home Business Accounts gt Business Account Created Portal User URN PUO Account Created Your Business Account has been created and is now active An e mail has been sent to the address you provided to confirm your Business Account creation Creatio
11. Run the Check for Errors function see Figure 6 31 PROTECTION SERVICE INTEGRITY 89 of 147 8 Ifno errors are detected select Resubmit to the CBSA see Figure 6 31 eManifest Portal Canada Business Accounts My Profile Home gt Business Accounts gt PORTAL 17 2471 Portal User URN PU029479 eManifest Portal Help and Support era Log out de Documents BELT MELSE Messages Edit Submitted Highway Conveyance Docume Carrier Name PORTAL 17 Carrier Code 2471 Effective Status Reported 2013 04 15 11 23 All fields are mandatory unless otherwise specified Document Change Amendment Indicator Change Conveyance Reference Number CRN 24712013 04 02 002 Complete all mandatory fields within the tabs below Estimated Date of Arrival YYYYMMDD 20130425 Estimated Time and Time Zone of Arrival hhimm 01 00 Esstem x First Port of Arrival 0211 St Stephen Commercial or Select s Port Empty Loaded Status Empty a Complete all mandatory fields within the tabs above ote Print Dovmload Document PDF 3167KB Cancel Preferred Time Zone Eastern Figure 6 31 Trade Documents tab Edit Submitted Highway Conveyance Document PROTECTION SERVICE INTEGRITY 90 of 147 9 A list of Conveyance Amendment Reasons will be displayed Select the appropriate reason see Figure 6 32 When submitting a post arrival c
12. SERVICE INTEGRITY 117 of 147 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 eManifest Portal Canada Business Accounts My Profile Home gt Business Accounts gt PORTAL 17 2471 Portal User URN PU029479 eManifest Portal Help and Support iat Log out ee we Meee Lookups MEILS Search Consignee Lookups Search Criteria Name Company Person c Consignee Lookups 1 2 of 2 Show Trade Document Shortcuts Name Company Person 4 Address City Province State Consignee no 1 123 Nowhere St Ottawa New Brunswick Consignee no 2 321 Everywhere St Ottawa Ontario New Search Modify Search Cancel Preferred Time Zone Eastern Figure 7 7 Lookups tab Consignee Lookup Search Results Selecting any of the underlined column headings will sort the list using the information in that column The alpha numeric characters available can be used to display any all Lookup Names starting with the selected letter or number PROTECTION SERVICE INTEGRITY 118 of 147 K I 4 V lt ld 3 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
13. 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 PROTECTION SERVICE INTEGRITY 16 of 147 4 Select Accept You can now create your User Account See section 2 5 1 of this Guide eManifest Portal Canada eManifest Portal Terms and Conditions URN eManifest Portal Help and Support 1 Log out Terms and tions of Use eee ee OO eMANIFEST PORTAL TERMS AND CONDITIONS fa gt I GENERAL These Terms and Conditions outline the obligations and responsibilities that must be followed as a condition for accessing the Canada Border Services Agency CBSA eManifest Portal and transmitting prescribed information to the CBSA The CBSA reserves the right to make any modifications to the eManifest Portal or to these Terms and Conditions at any time as required II PRIVACY STATEMENT The prescribed information collected through the eManifest Portal is done under the authority of section 12 1 of the Customs Act Canada The information will be used by the CBSA to determine the admissibility of commercial goods including conveyances and persons prior to their arrival in Canada All prescribed information collected including personal information is protected by the CBSA in accordance with the confidentiality provisi
14. URN family name e mail address ae Obtain Client Account Owner Identifier Business Account if required Portal Client Identifier Business Account Add users to Business Account Create Business Account Shared Secret Obtain Shared Secret S Figure 2 1 Getting set up in the Portal D 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 PROTECTION SERVICE INTEGRITY 14 of 147 p 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 What You Need Account Type user Credential Client Shared Identifier Secret User Account All users vV Business Account Account Owner v vV v 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 serv
15. create and store If the system indicates you have no more room you must delete a Draft Document before you can begin to create a new one Start at Trade Documents tab 1 Select Create Trade Document see Figure 6 3 eManifest Portal OETI Elo E Business Accounts My Profile Home gt Business Accounts gt PORTAL 17 2471 Portal User URN PU029479 eManifest Portal Help and Support Log out CESTE trade Documents FRE Tees Trade Document Create Trade Document arch Submitted Trade Documents Submitted Documents Draft Documents 4 Keceived Documents Filter Submitted Documents list to view the following All Current Highway Conveyance Document Refresh a Note An icon will be displayed if an update to a Trade Document has been rejected by the CBSA An icon will be displayed if a Trade Document was received less than one 1 hour before the Estimated Time of Arrival ETA Show Trade Document Shortcuts No Documents Conveyance Reference Number Estimated Date Time of Number of Associated Status Effective CRN Arrival CCNs Date Time Status No Documents matching filter criteria Customize ListTab Preferred Time Zone Eastern Figure 6 3 Trade Documents tab Create Trade Document 2 From the selection box select Combined Highway Document see Figure 6 4 PROTECTION SERVICE INTEGRIT
16. optional First Name co Family Name LE Telephone Number Use the above information to EEE O very Address is Gifferent than Consignes Address Complete all mendetory fields within the tabs sdov O Creamer Errors Sa anc Continue Save and Finisn Later Somo recssa ETES Led Document PDF 2000KS eae C12 Preferred Time Zone Eastern Figure 6 2 Trade Documents tab Create Combined Highway Document PROTECTION SERVICE INTEGRITY 50 of 147 Ss a Mi 4 M 4 b d vert Trade Documents tab Create Trade Document header elements Document type Description of information required Combined Highway Document and Highway Conveyance Document Conveyance Reference Number CRN Combined Highway 2 Document and Cargo Control Number CCN Highway Cargo Document Trade Documents tab Create Trade Document primary tabs General Ports 3 Tractor These are the primary tabs containing required data Trailer necessary for creating Trade Documents Addresses Cargo Addresses tab Fields Shipper Consignee 4 These Addresses tab fields contain required data Notify Party Delivery Address Trade Documents tab Create Trade Document Shipper field Function Navigation Description Search for and select a previously saved Shipper Lookup The Select Lookup function is also a SOC E
17. Arrival the border 8 Number of The total number of CCNs associated to the Trade Associated CCNs Document Status Date Time The date and time the Trade Document was submitted 10 Effective Status Displays the status of the Trade Document Displays the list of Trade Documents available for the 41 Trade Documents selections List Note A maximum of 500 Trade Documents for each document type can be displayed in the list Allows you to customize the look of the page See section 12 Customize ListTab 5 4 in this Guide for detailed procedures Highway Cargo Documents List see Figure 6 23 Column Headings Description 13 Cargo Control Selecting the CCN from the list will open the Trade Number CCN Document 14 Consignee Name The name of the Consignee of the cargo In the event that the cargo is non consolidated Matched means that your Highway Cargo Document is linked to a 15 Matched pre arrival release submitted by a broker importer If the cargo is consolidated Matched means that your Highway Cargo Document is linked to a Close Message submitted by a freight forwarder 16 Status Date Time The date and time the Trade Document was submitted 17 Effective Status Displays the status of the Trade Document Displays the list of Trade Documents available for the 4g Trade Documents selections List Note A maximum of 500 Trade Documents for each document type can be displayed in the list P Allows you to change the appe
18. 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 Select Create Trade Document Select Combined Highway Document Select the Addresses tab Select a Select a Shipper Lookup in the Shipper section to find a Lookup to use within this Trade Document see Figure 7 8 PONS PROTECTION SERVICE INTEGRITY 119 of 147 eManifest Portal Canada Business Accounts My Profile Home s Sumimezs Accounts 2 PORTAL 17 2473 Partal User URN PUSISS7S sant Portal noie and Sues OP ss sait Create Combined Highway Document Carrier Name PORTAL 17 Carrier Code 2471 Ali Teids are mandatory unless otherwise specified Conveyance Reference Number CAN 2472 Cargo Control Number CON 2471 Emer Snipper Information beiow Q Name Company Person Address Line 1 Address Line 2 optional ory SON _ Select County Province State Canaca USA locations ony Select Province State Postal Zip Code Canaca USA locations onty 70 Contact Information optional First Name Famiy Name Telephone Number Use the adove information to Complete all mancatory Saids within the tans above Preferred Time Zone Eastern Figure 7 8 Trade Documents tab Create Combined Highway Document Select Shipper Lookup 5 The Select a Shipper Lookup
19. Disclosure on the CBSA Transparency Web site PROTECTION SERVICE INTEGRITY 35 of 147 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 If there are no System Messages the following will be displayed Message list is empty Messages are listed in the order in which they are received Starting with most recent at the top 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 eManifest Portal Canada Business Accounts My Profile Home gt Business Accounts gt PORTAL 17 2471 Portal User URN PU029479 Manifest Portal Help and Support OZ Log out Messages Trade Documents Lookups User Access E Messages 3 ss Messages 1 10 of 149 1234S5Next gt gt gt g Subject Published v 3 How to Apply for a Shared Secret 2013 03 26 08 55 8 Client support 2013 03 26 08 51 3 Why you should use the eManifest Portal 2013 03 26 08 50 eManifest Portal Demonstrations
20. 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 eManifest Portal Car 1ada Business Accounts My Profile Home Busness ts gt PORTAL 17 2471 Portal User URN PU029479 Fitter Submitted Documents kst to view the following as fe Cuno is Rejected Histoncal Cargo Document Note An A icon will be displayed if an update to a accepted t has Been RE ea ER An CS icon will be is lt 2 e o e i Show Trade Document Shortcuts Gsplayed if a Trade Document was received less than Reported fore the Estimated Time of Arrival ETA Effective Status 2471DRAFTCOMBINEDCRN 2029 08 25 01 00 1 2013 03 28 08 54 Rajected 2013 04 25 01 00 247 45 GD Eastem 1 2013 03 28 08 40 Rejected 2013 04 25 01 00 2471123456789 03 4 Gaston 1 2013 03 26 08 16 Rejected Customize ListTad G2 Preferred Time Zone Eastem Figure 6 22 Trade Documents tab Submitted Documents tab Highway Conveyance Documents Documents 1 4 of 4 13 14 cas 16 a Cargo Control Number CCN Consignee Name Matched Status Date Time Effective Status 247102 04 2013 002 Consignee no 1 No 2013 04 02 08 47 Accepted 2471DRAFTCOMBINEDCCN Consignee no 1 No 2013 03 28 08 54 Accepted 24711122334455 Consignee no 1 No 2013 03 26 09 34 Acc
21. Portal Help and Support Log out T Trade Documents BR Coe RECENT Submitted to the CBSA iahway Cargo Documents ighway Document has been submitted to the CBSA as separate Highway Conveyance Conveyance Reference Number CRN 2471123456789 Cargo Control Number CCN 2471987654321 AT Submitted Date Time 2013 03 26 08 15 s Lea n Efecting the Print Download Lead bar coded document to the Border Services Officer Note An Opte heet is provided to you from the CBSA You can access thi Sheet below You must present mess sA upon arrival in Canada Str ow Print Download Lead Sheet PDF 885KB Print Download Conveyance Document PDF 3167KB Print Download Cargo Document PDF 1905KB gt Use submitted Combined Highway Document information to create Trade Document lookup Preferred Time Zone Eastern Figure 6 6 Trade Documents tab Submitted to the CBSA Combined Highway Document You can print or download the Lead Sheet the Conveyance Document and or the Cargo Document by selecting the associated link see section 6 8 2 of this Guide You can also choose to select the option Use submitted Combined Highway Document information to create Trade Document Lookup for which you need to provide a Lookup name see section 7 3 3 of this Guide PROTECTION SERVICE INTEGRITY 56 of 147 6 3 3 Creating a Highwa
22. 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 eManifest Portal Business Accounts My Profile Home gt Business Accounts gt PORTAL 17 2471 2 Messages R PARER eee RE 6 Messages Messages 1 10 of 159 ns Published Requirements for Commercial Chents 2013 05 07 14 37 2 ents he Customs s 2013 05 07 14 36 a Implementing eManifest 2013 05 07 14 35 2013 05 07 14 33 Show Trade Document Shortcuts 2013 05 07 14 33 2013 05 07 14 32 2013 05 07 14 32 2013 05 07 14 31 2013 05 07 14 31 Error for manng shioper consqree information Useful Links Create Users Lik Note fZ indicates the link will open in s new Browser window Links 1 20f2 Link Name Action Partners in Protection PIPS Z Modi Mocey Google P Preferred Time Zone Eastern Version 2013 04 25 Teme and condRions Transparency Le About us News Contact us Stay connected Canada ge Figure 3 1 Messages tab System Messages and Useful Links PROTECTION SERVICE INTEGRITY 34 of 147 Option Description If you select any of the CBSA menu bar options you will CBSA Top and bottom be prompted to confirm that you want to close your Menu Bar Portal session before being taken to the selected web site Provides links back to the previous pages that you
23. Secret 2013 03 26 08 55 Client support 2013 03 26 08 51 g Why you should use the eManifest Portal 2013 03 26 08 50 S eManifest Portal Demonstrations 2013 03 26 08 48 EDI Hotline 2013 03 26 08 47 Transmitting Accurate eManifest Cargo Data 2013 03 26 08 47 Canada Border Services Agency s eManifest requirements 2013 03 26 08 46 New After Hours Support Process 2013 03 26 08 44 12345 Next gt gt gt Figure 2 16 User Access tab PROTECTION SERVICE INTEGRITY 31 of 147 A C Ew 3 Select Add User see Figure 2 17 eManifest Portal Canada Business Accounts My Profile Home gt Business Accounts gt PORTAL 17 2471 Portal User URN PU029479 eManifest Portal Help and Support ral Log out vw LESS ES ML ee REUTERS User Access fa d User Access F ZABCDEFGHIJKLMNOPQRSTUVWXYZ g Users 1 10f1 v b Family Name 4 First Name URN User Role User Status E User Portal PU029479 Account Owner Active 3 G Preferred Time Zone Eastern 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 eManifest Portal Canada Business Accounts My Profile Home gt Business Accounts gt PORTAL 17 2471 Portal User URN PU029479 Manifest Portal Help and Support Log out Messages Trade Documents Lookups User Access Add User Step 1 of 2 All fields are m
24. See Figure 7 12 eManifest Portal Canada Business Accounts My Profile Home gt Business Accounts gt PORTAL 17 2471 Portal User URN PU029479 Manifest Portal Help and Support TZ Log out Messages Trade Documents Lookups User Access Create Trade Document Use Trade Document Lookup Filter your Trade Document Lookups list to view the following All Trade DocumentLookups Refresh v Show Trade Document Shortcuts Trade Document Lookups 1 3 of 3 Select Trade Document Lookup Name 4 Document Type Combined example Combined Highway Document Convenyance look up 1 Highway Conveyance Document TD look up Highway Conveyance Document Preferred Time Zone Eastern 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 PROTECTION SERVICE INTEGRITY 124 of 147 eManifest Portal Business Accounts My Profile Home 3 Business Accounts x PORTAL 17 Portal User URN PUO23479 m 2 Hein and Si ioar Trade Documents User Access Create Combined Highway Document Carrier Name PORTAL 17 Carrier Code 2471 All fields sre mandatory unless otherwi
25. Trade Document Create Trade Document Search Submitted Trade Documents Submitted Documents REINE ey RTE RTE Filter Submitted Documents list to view the following All x Current Highway Conveyance Document y Refresh a Note An 4 icon will be displayed if an update to a Trade Document has been rejected by the CBSA An G icon will be displayed if a Trade Document was received less than one 1 hour before the Estimated Time of Arrival ETA Show Trade Document Shortcuts Documents 1 3 of 3 Conveyance Reference Number Estimated Date Time of Number of Associated CRN Arrival Status Date Time v Effective Status CCNs 2471DRAFTCOMBINEDCRN Aer UES 1 2013 04 02 07 17 Cancelled Eastern 2471123456789 ne ee 1 2013 03 28 09 40 Accepted Eastern 2013 04 25 01 00 4 2471123456 a 1 2013 03 28 08 40 Rejected Customize ListTab Preferred Time Zone Eastern Figure 8 1 Updating Profile Information PROTECTION SERVICE INTEGRITY 129 of 147 2 The My Profile page will be displayed 3 Select Edit see Figure 8 2 eManifest Portal Canada Business Accounts My Profile Home gt My Profile Portal User URN PU029479 eManifest Portal Help and Support aza Log out My Profile User Reference Number URN PU029479 Credential Provider GC Key Change Credential Provider a Personal Information First Name Portal Last Nam
26. Trailer Lookup 3 Enter all mandatory information in the Lookup fields see Figure 7 3 4 Select Create see Figure 7 3 PROTECTION SERVICE INTEGRITY 110 of 147 eManifest Portal Canada Business Accounts My Profile Home gt Business Accounts gt PORTAL 17 2471 Portal User URN PU029479 eManifest Portal Help and Support Log out eee ee Me ee Lookups REIMS Create Trailer Lookup All fields are mandatory unless otherwise specified Trailer Lookup Name Portal User Trucking a Trailer Identifier mandatory if available v Trailer Plate PUT 123 a Trailer Plate Country Canada Trailer Plate Province State Cu Du Preferred Time Zone Eastern Show Trade Document Shortcuts 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 If the Lookup name that you entered already exists a Lookup Name Already Exists message will be displayed 1 Select Yes to confirm that you want to use the same name 2 Trailer Lookup Created message will be displayed 3 Select OK Once 1 000 Lookups have been created for this Lookup type a Maximum Lookup Limit Reached message will be displayed You must delete an existing Trailer Lookup before creating another 1 Select OK 2 Delete the Lookup that you no longer use 3 Create a new
27. When this situation arises the previous version of the carrier s submitted Trade Document remains in the CBSA system until such time as the carrier re submits the Trade Document Change Amendment or Cancel again and passes the CBSA system s business validation rules If a Portal user sees the A symbol next to a Trade Document s status the user should view the Trade Document Status History The Status History will indicate the carrier s most recent Change Amendment or Cancel was rejected and will provide the reason s for the rejection If another Change Amendment or Cancel is submitted for the Trade Document and it passes the CBSA system s business validation the A symbol will no longer be shown Once the submitted information is accepted by the CBSA any previous version will be cleared and any previous information will be lost 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 Effective Status of a Submitted Trade Document see Figure 6 23 item 17 PROTECTION SERVICE INTEGRITY 78 of 147 The Status History for a Trade Document can also be downloaded and or printed when viewing the Status History page see Figure 6 24 eManifest Por
28. above Check for Errors Save and Continue Save and Finish Later Submit to the CBSA Print Dovmload Document PDF 1034KB Cancel Preferred Time Zone Eastern Figure 6 12 Trade Documents tab Enter Trailer Information PROTECTION SERVICE INTEGRITY 62 of 147 A C Ew 7 Enter the Trailer information see Figure 6 13 eManifest Portal Business Accounts My Profile Home 2 ss Accounts gt PORTAL 17 2471 Portal User URN PU029479 sMantext Portal Heip and Support OF Log oss oe Trade Documents User Access Create Highway Conveyance Document Trailer 1 All fields are mandatory unless otherwise specified Enter Trailer information below or Select a Trailer Lookup a Trailer Lookup Name mandatory if creating a Lookup Trailer Identifier mandatory if available Trailer Plate a Trailer Plate Country Select Country z a Trailer Plate Province State _ Select Province State Use the above information to Create Tra er Lookup a Trailer Seal Number s mandatory if available You may add up to 20 If entering multiple Seal Numbers separate with commas or select the Enter key after each Seal Number a Trailer 1 Cargo Information If cargo is loaded on Trailer 1 the Cargo Control Number s CCN for these goods must be identified unless Exception s apply Cargo Control Number s CCNs Enter CCN s below or Select a CCN s if appl
29. be displayed if a Trade Document was received less than one 1 hour before the Estimated Time of Arrival ETA Show Trade Document Shortcuts Documents 1 3 of 3 Conveyance Reference Estimated Date Time of Number of Associated Number CRN Arrival Status Date Time Effective Status 247 1DRAFTCOMBINEDCRN Fa haa eh 1 2013 04 02 07 17 Cancelled astern 2471123456789 nn OEN 1 2013 03 28 09 40 Accepted astern 2013 04 25 01 00 2471123456 Lure 1 2013 03 28 08 40 Rejected Customize List Tab Preferred Time Zone Eastern Figure 6 36 Trade Documents tab Submitted Documents tab 3 Select Print Download Document see Figure 6 37 PROTECTION SERVICE INTEGRITY 95 of 147 eManifest Portal Business Accounts My Profile Home gt Business Accounts gt PORTAL 17 2471 Portal User URN PUO29479 eManifest Portal Help and Support Loa out Trade Documents User Access Messages View Submitted Highway Conveyance Document Print Download Lead Sheet PDF 885KB Print Download Document PDF 3167KB lt Back Carrier Name PORTAL 17 Carrier Code 2471 Effective Status Accepted 2013 03 28 09 40 Show Trade Document Shortcuts Conveyance Reference Number CRN 2471123456739 Trailer Estimated Date of Arrival 2013 04 25 Estimated Time and Time Zone of Arrival 01 00 Eastern First Port of Arrival St Stephen Commercial 021
30. instrument pour le commerce Intemational Postal Postaies Emergency Repairs R parations d urgence a ds Container Ses Number z Num ros du des sceauir du corteneur Courier Low Value Shipment Exp dition de faible valeur Instrument of mtemations Trade instrament pour le commerce intemationai Figure 6 40 Highway Conveyance Document Page 2 PROTECTION SERVICE INTEGRITY 99 of 147 le Canada Border Agence des services Highway Conveyance Document Services Agency frontaliers du Canada Document de moyen de transport routier Conveyance Reference Number Num ro de r f rence du moyen de transport 2471123456789 Cargo Control Numbers Num ros de contr les du fret Cargo Location Tractor Emplacement du fret Tracteur Tracplatei Nova Scotia Canada Cargo Location Trailer Emplacement du fret Remorque traiplate 1 Nova Scotia Canada Cargo Location Container Emplacement du fret Conteneur a Canada Figure 6 41 Highway Conveyance Document Page 3 6 To download save the Highway Conveyance Document on your computer select Save PROTECTION SERVICE INTEGRITY 100 of 147 K I 4 V lt M 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 ma
31. mandatory fields within the tabs above Check for Errors Save and Continue Save and Finish Late Print Download Document PDF 966KB Cancel Preferred Time Zone Eastern 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 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 PROTECTION SERVICE INTEGRITY 58 of 147 8 Select OK see Figure 6 9 eManifest Portal Canada Business Accounts Home gt Business Accounts gt PORTAL 17 2471 esti Trade Documents EELU REINE Submitted to the CBSA A Your Highway Cargo Document has been submitted to the CBSA Cargo Control Number CCN 24711122334455 Submitted Date Time 2013 03 26 09 34 Print Download Document PDF 1905KB My Profile Portal User URN PU029479 eManifest Portal Help and Support aza Log out Show Trade Document Shortcuts gt Use submitted Highway Cargo Document information to create Trade Document lookup Preferred Time Zone Eastern Figure 6 9 Trade Documents tab Submit to the CBSA Highway Cargo Document You can print or download the Highway Cargo Document by s
32. navigated through in order to get to the current page 2 Navigation Path 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 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 Show Trade Document Shortcuts Sidebar 4 Allows you to hide the sidebar The sidebar remains Hide Trade Document hidden until you select Show Trade Document Shortcuts Sidebar Shortcuts Sidebar or until your next Portal session 5 Provides access to help information for this screen A navigation tool that allows you to quickly access a 6 Tabs major area of functionality in the Portal e g Trade Documents Takes you to the eManifest Portal Help and Support 7 Manifest Portal Help page on the CBSA Web site to access Portal help and Support 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 Your name and URN Your URN is a system generated Reference Number number that uniquely identifies you as a Portal user Takes you to the terms and conditions of the CBSA web 10 Terms and conditions f site previously Important notices 11 Takes you to the Proactive
33. option All lists can be sorted in ascending or descending order by selecting the Saved Date Time Status Date Time or Date Time of Notice Generation column headings see section 6 5 4 PROTECTION SERVICE INTEGRITY 49 of 147 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 It is not recommended to have multiple users editing the same Trade Document 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 eManifest Portal OFT Ele Ei Ports User URN PUO2S7S asmat 2 SS Carrier Name PORTAL 17 Carrier Code 2471 All fields sre mendstory unless otherwise specified Conveyance Reference Number CRN 2471 PORTALUSERSZ s O Cargo Control Number CON 2471 PORTALUSERZ Complete sil mancstory fields within the tabs below Y Sires Enter Shipper Information Delon or Selecta Smipper Lookup e s Name Compeny Person e Address Line 1 had Address Line 2 optional Address Line 3 optional cay o Country ss Couy 9 Province State Cansds USS iocstions oniy Saen ProvinceSume k Postsl Zie Cod Cansds USA locations onfy 10 Contact Information
34. option will be available PROTECTION SERVICE INTEGRITY 109 of 147 Mi 4 i b LA 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 eManifest Portal Canada Business Accounts My Profile Home gt Business Accounts gt PORTAL 17 2471 Portal User URN PU029479 eManifest Portal Help and Support OS Log out Messages Trade Documents Lookups User Access Lookups Tractor rraiter Addresses Trade Document Create Trailer Lookup 2 Search Trailer Lookups Trailer Lookups 1 2 of 2 Show Trade Document Shortcuts Trailer Lookup Name 4 Trailer Identifier Trailer Plate Hee look up 2 traiplate1 Nova Scotia Trailer look up 1 trailerplate1 Nova Scotia Preferred Time Zone Eastern Figure 7 2 Lookups tab Trailer tab Create
35. 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 and editing 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 A Highway Cargo Document represents the initial record of a shipment that will arrive in Canada and enables the CBSA to control the movement of imported goods This type of document is also known as a Cargo Control Document CCD and is identified by a Cargo Control Number CCN Highway Cargo Document A Highway Conveyance Document provides information Highway Conveyance about the vehicle being used to transport goods entering Document Canada This document is identified by a Conveyance Reference Number CRN A Combined Highway Document merges a Highway Cargo Document and a Highway Conveyance Document into a sin
36. required and only exact matches of the number will be displayed The full CCN or CRN must be entered If you enter only a partial CCN or CRN you will receive an error message Only exact matches will be displayed Please note that the carrier code is already entered for convenience The Portal will search both current and historical documents that meet your search criteria exactly as entered Start at Trade Documents tab 1 Select Search Submitted Trade Documents see Figure 6 22 item 1 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 ast eManifest Portal Canada Business Accounts My Profile Home gt Business Accounts gt PORTAL 17 2471 Portal User URN PU029479 eManifest Portal Help and Support Log out Messages Trade Documents Lookups User Access Search Submitted Trade Documents rg Submited Highway Conveyance Documents submitted Highway Cargo Documents Document Number Show Trade Document Shortcuts Preferred Time Zone Eastern Figure 6 27 Trade Documents tab Search Submitted Trade Documents PROTECTION SERVICE INTEGRITY 83 of 147 4 The matching Trade Document will be displayed see Figure 6 28 eManifest Portal Canada
37. 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 Select Create Trade Document Select Trade Document of choice Select Submit Enter the required information for your trade document submission see section 6 3 1 Select Submit to the CBSA 6 Verify the information submitted is correct select Yes if correct or No if any changes are required PONS OL PROTECTION SERVICE INTEGRITY 114 of 147 7 Select Use submitted Highway Document information to create Trade Document Lookup see Figure 7 5 eManifest Portal Canada Business Accounts My Profile Home gt Business Accounts gt PORTAL 17 2471 Portal User URN PU029479 Manifest Portal Help and Support Z Log out esti Trade Documents BELTE Bee ee Submitted to the CBSA Your Highway Conveyance Document has been submitted to the CBSA Conveyance Reference Number CRN 2471LOOKUPEXAMPLE Submitted Date Time 2013 04 17 07 30 Note An optional Lead Sheet is provided to you from the CBSA You can access this Lead Sheet by selecting the Print Download Lead Sheet below You must present either the eManifest Portal Lead Sheet or your own bar coded document to the Border Services Officer upon arrival in Canada Show Trade Document Shortcuts Print Download Lead Sheet PDF 885KB Print Download Document PDF 1034KB Use su
38. 1 Empty Loaded Status Loaded Trailer Print Download Lead Sheet PDF 885KB Print Download Document PDF 3167KB lt Back Preferred Time Zone Eastern 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 Do you want to open or save this file gip Name 2471123456789 pdf Type Adobe Acrobat Document 541KB From apps hol cbsa asfc gc ca While files from the Intemet can be useful some files can potentially harm your computer If you do not trust the source do not open or save this file What s the risk of Arrival 01 00 Eastern Figure 6 38 File Download File Download see Figure 6 38 PROTECTION SERVICE INTEGRITY 96 of 147 p I 4 V lt ld N 4 o Opens a PDF document and allows the user to print or save pen 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 PROTECTION SERVICE INTEGRITY 97 of 147 y Mi f Canada Border Agence des services Highway Conveyance Document Services Agency frontaliers du Canada py pied Document de moyen de transport routier
39. 2013 03 26 08 48 3 EDI Hotline 2013 03 26 08 47 z Transmitting Accurate eManifest Cargo Data 2013 03 26 08 47 Canada Border Services Agency s eManifest requirements 2013 03 26 08 46 New After Hours Support Process 2013 03 26 08 44 Error for missing shipper consignee information 2013 03 26 08 43 eManifest Highway Extended Informed Compliance 2013 03 26 08 42 12345 Next gt gt gt Figure 4 1 Messages tab System Messages List PROTECTION SERVICE INTEGRITY 36 of 147 4 2 Navigating System Messages The navigation options outlined below are available on all System Messages see Figure 4 2 Option Description Select to view the previous message in the System 1 Previous Message Messages list Select to open the message as a PDF file and either print or save the message The PDF file opens in a new browser window Print Download Message 3 Back to Messages List Select to return to the Messages tab Select to view the next message in the System Messages 4 Next Message list eManifest Portal Canada Business Accounts My Profile Trade Documents Lookups User Access System Message 1 of 149 Subject How to Apply for a Shared Secret Published 2013 03 26 08 55 A Shared Secret is a temporary access code that a business requires to register for the eManifest Portal the first time It is issued to businesses that request access to the Portal and have a valid CBSA issued
40. 2471 Portal User URN PUO25475 Manifest Portal Help and Support A tog out Lookups User Access Create Combined Highway Document Carrier Name PORTAL 17 Carrier Code 2471 All fields are mandatory unless otherwise specified Conveyance Reference Number CRN 2471 Cargo Control Number CCN 2471 Complete all mandatory fields within the tabs below General Tractor Trailer Note You may enter up to 999 cargo Enter Cargo Information lt lt No Cargo Number Cargo Quantity Cargo Description Cargo list is empty Special Instructions mandatory if available General Tractor Trailer Addresses Complete all mandatory fields within the tabs above Check for Errors Save and Continue Save and Finish Print Download Document PDF 2000KB Preferred Time Zone Eastern 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 PROTECTION SERVICE INTEGRITY 55 of 147 8 Select OK see Figure 6 6 eManifest Portal Business Accounts My Profile Home gt Business Accounts gt PORTAL 17 2471 Portal User URN PU029479 eManifest
41. 26 08 44 Error for missing shipper consiqnee information 2013 03 26 08 43 Manifest Highway Extended Informed Compliance 2013 03 26 08 42 Useful Links lt lt lt Note indicates the link will open in a new broveer window Links 1 4 of 4 Link Name Action Canda Border Services Agency Z n Travel tips 8 Border vait times Partners in Protection PIPS 7 Modify Preferred Time Zone Eastern Figure 5 3 Messages tab Useful Links section Create Useful Link PROTECTION SERVICE INTEGRITY 41 of 147 ai In the Link Name field enter a name for the link that you want displayed in the Portal 3 Inthe 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 eManifest Portal Canada Business Accounts My Profile Home gt Business Accounts gt PORTAL 17 2471 Portal User URN PU029479 eManifest Portal Help and Support Log out Messages BICC GRU Mee RENE Create Useful Link 2 All fields are mandatory ad Link Name Address Preferred Time Zone Eastern 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 PROTECTION SERV
42. 3 04 02 002 Tractor Trailer Estimated Date of Arrival 2013 04 25 Estimated Time and Time Zone of Arrival 01 00 Eastern First Port of Arrival St Stephen Commercial 0211 Empty Loaded Status Loaded Tractor Trailer Print Download Lead Sheet PDF 885KB Print Dovmload Document PDF 3167KB lt Back Preferred Time Zone Eastern Figure 6 25 Trade Documents tab Submitted Highway Conveyance Document Status PROTECTION SERVICE INTEGRITY 81 of 147 we Mi 4 i d D A rt Services Agency frontaliers du Canada Section 12 1 Report D claration vis e l article 12 1 Conveyance Reference Number Num ro de r f rence du moyen de transport 24712013 04 02 002 First Port of Arrival Premier port d arriv e Date Time of Report Date et heure de la d ciaraton i Canada Border Agence des services Blue Water Bridge Commercial 0440 2013 04 15 1122 EDT Cargo Control Number s CCN Num ro s de contr le du fret NCF 247102 04 2013 002 Canada i Figure 6 26 Section 12 1 Report PROTECTION SERVICE INTEGRITY 82 of 147 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
43. 8002REPORTING 2 MANIFEST FORWARD 2013 03 25 15 25 H a 8002HB MARCH23 10H31 MANIFEST FORWARD 2013 03 23 10 32 Delete 8002TEST LOGPASS MANIFEST FORWARD 2013 03 19 17 08 Delete 8002HB MARCH19 8H16 MANIFEST FORWARD 2013 03 19 08 27 Delete S666HBCMIDCHANGE MANIFEST FORWARD 2013 03 16 15 27 Delete S666MANIFESTFORWARD10 MANIFEST FORWARD 2013 03 16 12 55 Delete Customize ListTab Preferred Time Zone Eastern Figure 6 45 Trade Document tab Received Documents 2 Under the Action column select Delete aligned to the CCN of the House bill Manifest Forward you want to delete see Figure 6 45 3 Select Yes to confirm your action see Figure 6 46 PROTECTION SERVICE INTEGRITY 105 of 147 as a Delete Received Document x Are you sure you want to permanently delete this Received Document Figure 6 46 Trade Document tab Delete Received Document 4 Select OK to delete your Received Document PROTECTION SERVICE INTEGRITY 106 of 147 La 4 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 SN
44. A shipper Feokup available in other areas of the Portal See section 7 0 of this Guide for details Create the shipper data entered as a Lookup for future use The Create Lookup function is available 6 Groate a Shipper Lookup in other areas of the Portal See section 7 0 of this Guide for details PROTECTION SERVICE INTEGRITY 51 of 147 me p Q 4 H 4 A Lookup is a feature of the Portal designed to save time by allowing users to create and store frequently used data for reuse This can be done for Trailer Tractor Shipper Consignee Notify Party Delivery Address and Trade Document See section 7 0 of this Guide Trade Documents tab Create Trade Document footer elements Function Navigation Description Checks your document for input errors such as no data in mandatory fields or invalid characters entered Note The entire Trade Document is checked for 7 Check for Errors input errors not just the tab that you are working on Note The Check for Errors feature will run automatically when you select Submit to the CBSA Cancels the creation of the Trade Document You 8 Cancel will be asked to confirm the cancellation Note No data is saved when you cancel Saves a version of the Trade Document you are creating for future use You will receive a message confirming that your document has been saved as a draft Note To access the saved version of the Trade Document navig
45. Business Accounts gt PORTAL 17 2471 Portal User URN PU029479 eManifest Portal Help and Support Log out Messages Trade Documents Lookups User Access View Submitted Highway Conveyance Document Print Download Lead Sheet PDF 885KB Print Dovmload Document PDF 3167KB lt Ba Carrier Name PORTAL 17 Carrier Code 2471 Effective Status Reported 2013 04 15 11 23 Port of Report Blue Water Bridge Commercial 0440 Show Trade Document Shortcuts Print Download Section 12 1 Report PDF 1104ke Conveyance Reference Number CRN 24712013 04 02 002 Trailer Tractor Estimated Date of Arrival 2013 04 25 Estimated Time and Time Zone of Arrival 01 00 Eastern First Port of Arrival St Stephen Commercial 0211 Empty Loaded Status Loaded Tractor Trailer Edit Document Cancel Submission Print Download Lead Sheet PDF 885KB Print Dovmload Document PDF 3167KB lt Back Preferred Time Zone Eastern 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 ACl eManifest Highway Portal for more information 6 Enter the correct information in the fields that need to be amended 7
46. Business Type x IS Shared Secret 1 VT 10 SS C suomit D cancel Preferred Time Zone Eastern Figure 2 9 Create Business Account Step 1 of 3 5 Enter all mandatory Account Owner Information Optional fields are indicated on the page PROTECTION SERVICE INTEGRITY 23 of 147 A Q eee 6 Select Submit see Figure 2 10 7 PROTECTION SERVICE INTEGRITY eManifest Portal Canada Business Accounts My Profile Home Business Accounts Create Business Account Portal User URN PU029479 aManifest Portal Help and Suppor Z Leg out Create Business Account Step 2 of 3 Enter Account Owner Information All fields are mandatory unless otherwise specified Portal Family Name User First Name Account Owner Information Position Title Onner E mail Address chsaQcbse oc ca Re type E mail Address cbsa cbsa gc cal Telephone Number 613 555 5555 Telephone Extension optional Fax Number optional Address 123 Man St a Oty Ottawa Country Canada z Province State Canada USA locations only Postal Zip Code Canada USA locations only A1A 1A1 Preferred Time Zone Eastern Figure 2 10 Create Business Account Step 2 of 3 Review the business information displayed see Figure 2 11 24 of 147 8 Select Continue see Figure 2 11 eManifest Portal Business Accounts My Profile Home 2 Business Accounts gt
47. Busness Account 3 2 Documents 1 3 of 3 3 2421 DRAFT COMBINEDCCN Combined Highway Document 2013 03 28 08 47 Delete 24710RAFTCCN Highway Cargo Document 2013 03 28 08 46 Delete 2471DRAFTCRN Highway Conveyance Document 2013 03 28 08 46 Delete Customize ListTad Preferred Time Zone Eastern Figure 6 17 Trade Documents tab Draft Documents tab Column Headings PROTECTION SERVICE INTEGRITY 67 of 147 Column Heading Description The CCN or CRN of the associated document For a Combined Highway Document this 1 Document Number column will display the CRN if available If this data has not been provided in the document the carrier code will be displayed Indicates the type of Draft Trade Document 2 Document Type e Combined Highway Document e Highway Cargo Document e Highway Conveyance Document The date and time the Draft Trade 3 Saved Date Time Document was saved Allows you to delete the Draft Trade 4 Action Document from the Draft Documents list PROTECTION SERVICE INTEGRITY 68 of 147 6 4 1 Completing a Draft Trade Document You can complete any of the available Draft Trade Documents from the list within the Business Account It is recommended that only one user edits a Draft Trade Document at a time as only one user s data can be saved or submitted Selecting Delete will permanently remove the Trade Document from your Bus
48. CCNs 4 Date Time 5 tus Customize Trade Document Tab eee Serer ee BOT AD Submitted Documents Draft Documents Received Documents Default Submitted Documents List Filtering All Current Highway Conveyance Document m C Preferred Time Zone Eastern Figure 6 29 Trade Documents tab Customize List View 6 Select OK to save your customized settings PROTECTION SERVICE INTEGRITY 85 of 147 Ss a Mi M 4 la You can customize the List Columns displayed in the Submitted Documents tab with the List Columns function By default the following columns are displayed Submitted Conveyance Documents Conveyance Reference Number Estimated Date Time of Arrival Number of Associated CCNs Status Date Time and Effective Status Submitted Cargo Documents Cargo Control Number Consignee Name Matched Status Date Time and Effective Status 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 e Submitted Conveyance Documents Conveyance Reference Number Estimated Date Time of Arrival Number of Associated CCNs Status Date Time Effective Status Tractor Plate Source of Transmission and Submitted Date Time see Figure 6 29 e Submitted Cargo D
49. Canadian border Enterprise Centre What s new Tama Larger video Job opportunities SS ee Resident Returning to Canada Internet Protected Mode On Border wait times 7 Partners in Protection PIPS Preferred Time Zone Eastern Figure 5 2 Messages tab Useful Links and new browser window PROTECTION SERVICE INTEGRITY 40 of 147 5 2 Creating a Useful Link This section outlines the steps for creating a Useful Link for your selected Business Account Once created all users in the selected Business Account can view and access the link Start at Messages tab for the selected business account see Figure 5 3 1 Select Create Useful Link see Figure 5 3 eManifest Portal Canada Business Accounts My Profile Home gt Business Accounts gt PORTAL 17 2471 Portal User URN PU029479 eManifest Portal Help and Support MZ Log out Messages R CENTES METIER MO ee ee Messages Messages 1 10 of 149 12345Next gt gt gt Subject Published 5 How to Apply for a Shared Secret 2013 03 26 08 55 3 Client support 2013 03 26 08 51 Why vou should use the eManifest Portal 2013 03 26 08 50 eManifest Portal Demonstrations 2013 03 26 08 48 z EDI Hotline 2013 03 26 08 47 G Transmitting Accurate eManifest Cargo Data 2013 03 26 08 47 Canada Border Services Agency s eManifest requirements 2013 03 26 08 46 New After Hours Support Process 2013 03
50. Highway Document Use Trade Document Lookup Gor cos Preferred Time Zone Eastern 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 PROTECTION SERVICE INTEGRITY 60 of 147 4 Complete all mandatory fields within the General tab see Figure 6 11 eManifest Portal Canad Business Accounts My Profile Home gt Business Accounts PORTAL 17 2471 Portal User URN PU029479 eManifest Portal Help and Support Log out Messages Trade Documents User Access Create Highway Conveyance Document Carrier Name PORTAL 17 Carrier Code 2471 All fields are mandatory unless otherwise specified Conveyance Reference Number CRN 2471 111222333444555 a andatory fields within the tabs below 1 ractor Trailer Estimated Date of Arrival YYYYMMDD 20130425 Estimated Time and Time Zone of Arrival hh mm 1 00 Eastem 4 First Port of Arrival 0211 St Stephen Commercial or Seleda Pon Empty Loaded Status Empty a General Trailer Complete all mandatory fields within the tabs above Check for Erro
51. Home gt Business Accounts Portal User URN PU029479 eManifest Portal Help and Support Log out Business Accounts a Create Business Account Default log in Business Account PORTAL 17 2471 x Save a Business Accounts 1 3 of 3 Business Name 4 Client Identifier Business Type Role Action PORTAL 17 2471 Bonded Highway Carrier Account Owner Modify PORTAL 18 5472 Bonded Highway Carrier Account Owner PORTAL FREIGHT FORWARDER 3 8666 Freight Forwarders Account User Preferred Time Zone Eastern 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 PROTECTION SERVICE INTEGRITY 140 of 147 A Ew 4 Select Modify see Figure 10 2 eManifest Portal Canada Business Accounts My Profile Home 2 Business Accounts gt PORTAL 18 5472 Modify Business Account Portal User URN PU029479 eManifest Portal Help and Support EA Log out Modify Business Account Account Owner Information TEE GPU First Name Portal Family Name User Account Owner Information Position Title Owner E mail Address tracy perkins cbsa asfc gc ca Telephone Number 6135555555 Telephone Extension Show Trade Document Shortcuts Fax Number Address Ottawa Ontario City Ottawa Country Canada Province State Ontario Postal Zip Code A1A 1A1 Delete Bus
52. ICE INTEGRITY 42 of 147 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 eManifest Portal Canada Business Accounts My Profile Home gt Business Accounts PORTAL 17 2471 Portal User URN PU029479 eManifest Portal Help and Support A Log out Messages R T R PME ES Me ee RES Messages Messages 1 10 of 149 Subject Published How to Apply for 3 Shared Secret 2013 03 26 08 55 Client support 2013 03 26 08 51 Why vou should use the eManifest Portal 2013 03 26 08 50 eManifest Portal Demonstrations 2013 03 26 08 48 2013 03 26 08 47 2013 03 26 08 47 EDI Hotline Show Trade Document Shortcuts Transmitting Accurate eManifest Cargo Data Canada Border Services Agency s eManifest requirements 2013 03 26 08 46 New After Hours Support Process 2013 03 26 08 44 Error for missing shipper consiqnee information 2013 03 26 08 43 eManifest Highway Extended Informed Compliance 2013 03 26 08 42 12345 Next gt Useful Links Create Useful Link Note indicates the link will open in a new browser window Links 1 4 0f4 Link Name Action Canda Border Serv
53. L 17 2471 Portal User URN PU029479 Manifest Portal Heip and Suppot A Log out ee el Trade Documents Eee User Access Create Combined Highway Document Carrier Name PORTAL 17 Carrier Code 2471 All fields are mandatory unless otherwise specified Conveyance Reference Number CRN 2471 DRAFTCOMBINEDCRN a Cargo Control Number CCN 2471 DRAFTCOMBINEDCNN Complete all mandatory fields within the tabs below Tractor Trailer Addresses Estimated Date of Arrival YYYYMMDD 20130425 a Estimated Time and Time Zone of Arrival hh mm 1 00 Eastem El a Is this a CSA Shipment CSA Shipment Ih a Yes If yes enter the Business Number of the CSA approved Importer Consolidation Indicator a Yes Ocean Bill of Lading optional Unique Consignment Reference UCR Number optional Cargo Location Tractor a Container Tractor Trailer Addresses Complete all mandatory fields within the tabs above Check for Errors Save and Continue save ttt Eat o ne D Print Download Document PDF 2000KB Cancel Preferred Time Zone Eastern Figure 6 19 Trade Documents tab Combined Highway Document PROTECTION SERVICE INTEGRITY 70 of 147 om Oe N If you are submitting a Combined Highway Document proceed to section 6 3 2 step 6 If you are submitting a Highway Cargo Document proceed to section 6 3 3 step 6 If you are submitting a Highway Conveyance Document proceed t
54. Lookup 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 PROTECTION SERVICE INTEGRITY 111 of 147 K I 4 V lt ld N 4 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 Select Create Trade Document Select Highway Cargo Document Select Submit Enter the Trade Document information Select Addresses tab Enter data in all mandatory fields in the Shipper section Select Create a Shipper Lookup See Figure 7 4 A Shipper Lookup Created message will be displayed confirming that the Lookup has been created SND eN PROTECTION SERVICE INTEGRITY 112 of 147 9 Select OK eManifest Portal Canada Business Accounts My Profile Mome gt Suminezs Accounts gt PORTAL 17 24672 Portal Uscr URN PUC25475 a ae E mas Create Highway Cargo Document Carrier Name PORTAL 17 Carrier Code 2471 All fields are mandatory unless otherwise specified Cargo Control Number CON 2471 111222333 Emer Snipper Information below or Select a Shipper Loo
55. Name v v v v v v Identifier v v Plate Number v y Province State v M Country V of v v v v City v v v v Street Address v v v v Province State y v v v and Postal Zip Code If Canada or USA Mandatory Freight Forwarder Lookup Types Shipper Consignee Notify Delivery Consolidator SNP Trade Fields Party Address Document Name M v v v v v v Street Address F v v v City j P v v v Country Z v v v Province State Vv v v v and Postal Zip Code If Canada or USA Business Type v Client Identifier Vv All fields within each tab are mandatory unless otherwise indicated PROTECTION SERVICE INTEGRITY 108 of 147 eManifest Portal Canada Business Accounts My Profile Home gt Business Accounts gt PORTAL 17 2471 Portal User URN PU029479 eManifest Portal Help and Support A Log out Messages Trade Documents Lookups User Access Lookups LUEGO Mice Addresses ELEU GLISTE Consignee Notify Party Delivery Address Create Shipper Lookup Search Shipper Lookups Show Trade Document Shortcuts Shipper Lookups 1 1 of 1 Name Company Person 4 Address City Province State Shipping company no 1 123 Anywhere St St Stephen New Brunswick Preferred Time Zone Eastern Figure 7 1 Lookups tab The Search Lookups option will only be available if Lookups have been created If there are no Lookups only the Create Lookup
56. ORTAL 17 2471 Bonded Highway Carrier Account Owner Modify PORTAL 18 5472 Bonded Highway Carrier Account Owner Modify PORTAL FREIGHT FORWARDER 3 8666 Freight Forwarders Account User Preferred Time Zone Eastern 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 PROTECTION SERVICE INTEGRITY 145 of 147 10 3 Deleting a Business Account This section outlines the steps to delete your Business Account Start at eManifest Portal Home page 1 Select Modify under the Action column next to the Business Account you want to delete see Figure 10 7 eManifest Portal Canada Business Accounts My Profile Home gt Business Accounts Portal User URN PU029479 eManifest Portal Help and Support M Log out Business Accounts Create Business Account Default log in Business Account PORTAL 17 2471 x se 9 Business Accounts 1 3 of 3 Business Name 4 Client Identifier Business Type Role a PORTAL 17 2471 Bonded Highway Carrier Account Owner ea PORTAL 18 5472 Bonded Highway Carrier Account Owner Modif PORTAL FREIGHT FORWARDER 3 8666 Freight Forwarders Account User Preferred Time Zone Eastern Figure 10 7 Business Acco
57. P 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 For example if you do business with the same Shipper on a regular basis you can create a Lookup and recall their information name address postal code phone number etc to avoid re keying this information in future Trade Documents 7 1 Types of Lookups The Lookups tab contains multiple sub tabs Each sub tab allows the Account User to create a new Lookup edit delete or search for an existing Lookup and or display a list of previously created Lookups The Search Lookups option will not be available if Lookups have not been created All users within a Business Account can create view and use Lookups created by any Account User within the Business Account Each Business Account is limited to a maximum of 1 000 Lookups for the following types i e Tractor Trailer Shipper Consignee Notify Party Delivery Address Consolidator and SNP The maximum limit for Trade Document Lookups is 100 PROTECTION SERVICE INTEGRITY 107 of 147 w y 4 H 4 y The following table outlines the mandatory fields within each of the five different Lookup types Mandatory Highway Carrier Lookup Types Tractor Trailer Shipper Consignee Notify Party Delivery Trade Fields Address Document
58. S Modify Preferred Time Zone Eastern Figure 5 1 Messages tab Useful Links section PROTECTION SERVICE INTEGRITY 39 of 147 VU 4 a ME 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 e e er te http www cbsa asfc gc ca travel voyage kwte qat s x fozone English avorites oardroom Schedules nvironment eral Government w J Google Hell Home Page Favori Board Schedul Envi Federal G OFC Googl Home P GEDS fe Crossing the Border ay 1 mh v Pagey Safetyy Toos i Canada Border Services Agency om 2 Www cbsa gc ca a Contact Us Help Zz Search canada gc ca Home gt Travellers gt Travel Tips Canadians and E 2 residents api Tips Commercial sector Crossing the Border Non Canadians Media Whether you re returning home or visiting an informed and prepared traveller crosses the border vith fewer Programs and delays eae We understand that while travellers may Publications and feel anxious when crossing the border B forms the majority went to comply with About the CBSA Canada s laws and regulations ne Resources The Canada Border Services Agency A Z index CBSA is committed to providing the CBSA offices best possible service which includes 44 DD helping you know what to expect when Bol ee ei you arrive at the
59. SERVICE INTEGRITY 64 of 147 V 4 a b 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 eManifest Portal Canad Business Accounts My Profile Create Highway Conveyance Document Trater 1 Al Ticids are mandatory unless otherwise specified Etter Traner etee ation Dao or Selecta Traber Locks 4 Traner Lookup Name mancatory creating a Locka Traer Idertiter mancatory avatasie Traser Piste e Fraser Piste Courtry _ seiset cours Trailer Piste Province State Select Province State Use tne above inteemation to Crese Trailer Lockus Tratler Sesi Number s mandatory if avaliable You may acd up to 20 Itentering muttipie Sesi Numbers Separate with commas or select the Enter key ser each Semi Number a Trater 1 Cargo Information Dtcargo iz icacec on Trailer 1 tme Cargo Control Number s CON for tnese goods mast De icentifies uniesz Exception s SEM Cargo Control Number s CONS Emer COMS Deion or Selecta CCS 0f aooecace List of Associates CON s M entering muttipie CONS separate with commas or select the Enter key ster esch CON aa Cargo Exception s Omer the number of Cargols that appiy tor each type of Excestion OF appmcane Courier Low Value Shipment Instrument of Imernationst Trade Containe
60. Select Edit see Figure 9 2 PROTECTION SERVICE INTEGRITY 133 of 147 eManifest Portal Business Accounts My Profile Home gt Business Accounts gt PORTAL 17 2471 Portal User URN PU029479 Manifest Portal Help and Support OA Log out Messages Trade Documents Lookups User Access User Details Family Name Doe First Name John james User Reference Number URN JD411833 E mail Address portal_shared_secret portail_secret_partage cbsa asfc gc ca Show Trade Document Shortcuts Telephone Number 9999999999 Telephone Extension 214 User Role And Status User Role Account User User Status Active Remove lt Back Preferred Time Zone Eastern Figure 9 2 User Access tab User Details Edit 6 Edit the Account User Role and or the User Status see Figure 9 3 PROTECTION SERVICE INTEGRITY 134 of 147 A C Ew 7 Select Submit see Figure 9 3 eManifest Portal Business Accounts My Profile Home gt Business Accounts gt PORTAL 17 2471 Portal User URN PU029479 eManifest Portal Help and Support jura Log out ere ee ME User Access Edit User Role and Status Doe John james User Role J Account Browser Account User Proxy Account Owner User Status Suspended Show Trade Document Shortcuts Preferred Time Zone Eastern Figure 9 3 User Access tab Edit User Role 8 A User Profile Upd
61. Y 53 of 147 V S 3 Select Submit see Figure 6 4 eManifest Portal Canada Business Accounts My Profile Home gt Business Accounts gt PORTAL 17 2471 Portal User URN PU029479 eManifest Portal Help and Support LS Log out Messages Trade Documents Lookups User Access Create Trade Document Note You have space to save 100 Draft Trade Documents for this Business Account v Select the type of Trade Document you want to create Highway Conveyance Document amp Combined Highway Document Use Trade Document Lookup Dow Preferred Time Zone Eastern 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 PROTECTION SERVICE INTEGRITY 54 of 147 A EL Ew 5 Select Submit to the CBSA see Figure 6 5 eManifest Portal Canada Business Accounts My Profile Home gt Business Accounts gt PORTAL 17
62. ade Documents tab Edit Submitted Highway Conveyance Document 90 Figure 6 32 Trade Documents tab Edit Submitted Highway Conveyance Document Select Reason for the Amendment aes ak ee oak ceo ot rire tiens sise rte entente iee lt asna seas tess ent tres RENTE rip vise Fe se 91 Figure 6 33 Trade Documents tab Resubmitted to the CBSA 92 Figure 6 34 Trade Documents tab Submitted Highway Conveyance Document Cancel Submission 93 Figure 6 35 Trade Documents tab Cancel Submission ss Figure 6 36 Trade Documents tab Submitted Documents tab Figure 6 37 Trade Documents tab Submitted Highway Conveyance Document 3 Fisure 0 38 File Download zrssreneniira n a EnA AEE AA RAK A E AA AERE Figure 6 39 Highway Conveyance Document Page 1 sienne Figure 6 40 Highway Conveyance Document Page 2 Figure 6 41 Highway Conveyance Document Page 3 Figure 6 42 eManifest Portal Lead Sheet Figure 6 43 Received Documents Tab Figure 6 44 Trade Document tab Customized Received Documents Figure 6 45 Trade Document tab Received Documents Figure 6 46 Trade Document tab Delete Received Document ss Figure 7 1 Lookups tabs ass as aaa A odes oS den Ma ke NR Figure 7 2 Lookups tab Trailer tab Create Trailer Lookup Figure 7 3 Lookups tab Create Trailer Lookup Figure 7 4 Trade Documents tab Addresses tab Shipper section Create a Shipper Lookup 113 Figu
63. age 44 Figure 5 7 Messages tab Edit Useful Links page i Figure 5 8 Messages tab Delete Useful Link ss Figure 6 1 Trade Documents TaD is c 00suscsssecsssedssstevsvsensibiest scteacdetaetagsysadenteseadchces seats veesieye testis aeS sarisi aoaie Figure 6 2 Trade Documents tab Create Combined Highway Document oe Figure 6 3 Trade Documents tab Create Trade Document Figure 6 4 Trade Documents tab Create Trade Document Combined Highway Document 0 54 Figure 6 5 Trade Documents tab Create Combined Highway Document Cargo tab ied Figure 6 6 Trade Documents tab Submitted to the CBSA Combined Highway Document _ Figure 6 7 Trade Documents tab Create Trade Document Highway Cargo Document 97 Figure 6 8 Trade Documents tab Create Highway Cargo Document Cargo tab 58 Figure 6 9 Trade Documents tab Submit to the CBSA Highway Cargo Document s39 Figure 6 10 Trade Documents tab Create Trade Document Highway Conveyance Document F Figure 6 11 Trade Documents tab Create Highway Conveyance Document 61 Figure 6 12 Trade Documents tab Enter Trailer Information ss Figure 6 13 Trade Documents tab Enter Trailer Information 01 3 Figure 6 14 Trade Documents tab Select a CEN S een Figure 6 15 Trade Documents tab Highway Conveyance Document Trailer tab Figure 6 16 Trade Documents tab Highway Conveyance Document Submi
64. age 1 PROTECTION SERVICE INTEGRITY 98 of 147 Mi 7 Agence des services Highway Conveyance Document Document de moyen de transport routier p Canada Border Services Agency frontaliers du Canada Conveyance Reference Number Num ro de r f rence du moyen de transport 2471123456783 Trailer 1 Information information sur la remorque 1 Traller Plate Plaque d immatricutation de la remorque traipiste1 Nova Sootia Canaca Traber Sesi Number z Num ros du des scesu de la remorque Courter Low Value Shipment Exp dition de faible vaieur Instrument of intemationst Trade Instrument pour le commerce Intemational Container Ses Number s Num ros du des Sceaux Gu conteneur Courier Low Value Shipment Exp dition de faible vaieur Instrument of intemationsi Trade Instrument pour le commerce Intemationai Courier Low Value Shipment Exp dition de fable valeur Instrument of temations Trade Instrument pour le commerce imtemationai Container Sesi Number s Num ros du des scesulx du conteneur Courier Low Value Shipment Exp dition de fable valeur Instrument of Insemations Trade Instrument pour le commerce Imtemstionai Container Sesi Number s Num ros du des Sceaux du conteneur Cargo Exceptions Courer Low Vatue Shipment Exp dition de fable valeur Flying Trucks Exp ditions s riennes transport es par Camion Instrument of intemationsi Trade
65. andatory User Reference Number URN JD411833 D Preferred Time Zone Eastern Last Name Doe E mail Address JD cbsa gc cal Show Trade Document Shortcuts 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 PROTECTION SERVICE INTEGRITY 32 of 147 8 Select Submit see Figure 2 19 eManifest Portal Canada Business Accounts My Profile Home 2 Business Accounts gt PORTAL 17 2471 Portal User URN PU029479 eManifest Portal Help and Support mA Log out T MELE eee Meee User Access Add User Step 2 of 2 All fields are mandatory User Reference Number URN JD411833 Last Name Doe First Name John james E mail Address portal_shared_secret portail_secret_partage cbsa asfc gc ca Show Trade Document Shortcuts Select a user role for Doe John james Account Browser Account User Proxy Account Owner O Preferred Time Zone Eastern 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 To edit the User Status see section 9 1 of this guide PROTECTION SERVICE INTEGRITY 33 of 147 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
66. ange 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 By default 10 documents are displayed on each Submitted Documents page 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 Select Refresh Select Customize List Tab see Figure 6 23 item 12 Under Customize Submitted Current Highway Conveyance Documents List select the number 10 25 or 50 of documents you want displayed see Figure 6 29 Select Save see Figure 6 29 ao FON eManifest Portal Canada Business Accounts My Profile Home gt Business Accoun ts gt PORTAL 17 2471 Portal User URN PUO29479 Manifest Portal Help and Support Log out Messages Trade Documents Lookups User Access Customize l ict T gt h Customize Submitted Current Highway Conveyance Documents List z Show Trade Document Shortcuts 50 Available Columns Displayed Columns up to 5 columns may be displayed Tractor Plate 1 Conveyance Reference Number Source of Transmission g 2 Estimated Date Time of Arival Submitted Date Time 3 Number of Associated
67. arance of the page See 19 Customize Tab section 6 5 4 in this Guide for detailed procedures PROTECTION SERVICE INTEGRITY 77 of 147 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 Effective 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 To check the status of your Combined Highway Document you must check the status of the Highway Cargo and Highway Conveyance Documents separately Once a Combined Highway Document has been submitted it is split into one Highway Conveyance and one Highway Cargo Document for processing as separate Trade Documents Refer to section 6 3 4 of this Guide for detailed information The 4 symbol is only displayed in special circumstances in relation to submitted Changes Amendments or Cancels to Highway Cargo or Highway Conveyance Documents It means a Change Amendment or Cancel the carrier has submitted has not passed business validation checks performed by the CBSA system and the Trade Document Change Amendment or Cancel has been rejected
68. arching for Lookups Criteria aiii aiea 116 7 3 2 From the Lookups tapisses naanin 117 7 3 3 Using a Lookup While Working in a Trade Document 119 7 3 4 Using a Trade Document Lookup to create a Trade Document 123 7 4 Editing OR ae ne 125426 7 5 Deleting a Lookup ss iisssseessseessseseeenese 128 8 0 Updating Profile Information 129 8 1 Updating User Account Profile Information ecceeeeeeeeeeeeeeeeenneeeeeeeeeeeenneeeeeeeeees 129 8 2 Deleting a User Account 131 9 0 Managing User Accounts ii ssssssnnnnnnnns 133 PROTECTION SERVICE INTEGRITY 5 of 147 M w y JE al gt D A wo 9 1 Editing an Account User Role 133 9 2 Suspending an Account User 136 9 3 Removing an Account User is 138 10 0 Managing Business Accounts ccccccecceeeeeseeeeeeeeeseeeseeeeseeeeessenenees 140 10 1 Updating Business Account Information 140 10 1 1 Edit the Account Owner Information 140 10 1 2 Edit the Business Account Information 142 10 2 Setting a Default Business Account 145 10 3 Deleting a Business Account 0 eee eeeeeeeeeeeeeeeeeeeeeeeeeeeeeeaaaeeeeeeeeeeceaaaeeeeeeeeeeeenaeeeees 146 PROTECTION SERVICE INTEGRITY 6 of 147 A A O EE Table of Figures Figure 2 1 Getting set up in the Portal ss Figure 2 2 eManifest Portal Terms and Conditions page ss Figure 2 3 eManifest Portal Create User Account
69. argo Document is Matched Yes it means the CBSA has received a declaration from the importer for the goods you have Reported and the CBSA is awaiting arrival of the shipment at the First Canadian Port of Arrival Provides a list of all statuses that the Trade Document has undergone since being submitted to the CBSA Notes e The list can be sorted by ascending or descending order of the Date Time column heading e You can get additional information by selecting any document Status from the list The information will be displayed in Status Details 2 Status History Details of the selected document status will be displayed in Status History Status History Details including any Trade messages 3 Details associated with the document This allows the user to view the reason s a document has been rejected To Print Download the Status History see section 6 8 of this 4 Print Download Guide The Print Download process is the same for all Status History available reports in the Portal Submitted is displayed in your Trade Document s Status History to reflect the date and time your Trade Document was submitted to the CBSA using the Portal 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 download once your goods have arrived on the conveyance at the First Canadian Port of Arrival This report is used for auditing and recor
70. ate to the Draft Documents tab 9 Save and Finish Later Transmits your Trade Document to the CBSA The document is automatically checked for input errors 10 Submit to the CBSA All errors must be corrected before the document can be transmitted Saves a version of the Trade Document you are creating without navigating away from the Trade Document 11 Save and Continue The name of the document will be the CCN for a Highway Cargo Document or the CRN for a Highway Conveyance Document For a Combined Highway Document the document name will be the CCN Access a PDF version of your Trade Document You can then print the document and or save it in 12 Print Download Document your business records maintenance system Note The PDF document will open in a new browser window PROTECTION SERVICE INTEGRITY 52 of 147 6 3 2 Creating a Combined Highway Document This section outlines the steps for creating and submitting a Combined Highway Document to the CBSA If you choose to submit a Combined Highway Document please ensure that the CRN and CCN that you enter are different If the numbers are identical this will generate an error message when submitting the Combined Highway Document Maximum number of drafts The Portal will store a maximum of 100 Draft Trade Documents per Business Account You will see a note on the Draft Documents page telling you how many more Draft Documents you can
71. ated message will be displayed confirming the User Role and Status has been updated 9 Select OK PROTECTION SERVICE INTEGRITY 135 of 147 Mi Ge Eee D d 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 Business Accounts My Profile Home gt Business Accounts gt PORTAL 17 2471 Portal User URN PU029479 eManifest Portal Help and Support Log out ee Me ees User Access User Details Family Name Doe First Name John james User Reference Number URN JD411833 E mail Address portal_shared_secret portail_secret_partage cbsa asfc gc ca Telephone Number 9999999999 Telephone Extension 214 User Role And Status User Role Account User User Status Active Show Trade Document Shortcuts Remove lt Back Preferred Time Zone Eastern Figure 9 4 User Access tab User Details Modify PROTECTION SERVICE INTEGRITY 136 of 147 4 Select Suspended as the User Status see Figure 9 5 eManifest Portal Canada Business Accounts My Profile Home gt Business Accounts gt PORTAL 17 2471 Portal User URN PU029479 eManifest Portal Help and Support A Log out MEET MCE Mee User Access Edit User Role and Status Doe John james
72. bmitted Highway Conveyance Document information to create Trade Document Lookup Trade Document Lookup Name Lookup example Create Lookup E Preferred Time Zone Eastern 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 PROTECTION SERVICE INTEGRITY 115 of 147 w n U 4 M 4 b 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 Highway Carrier Lookup Types Fields Tra
73. 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 eManifest section 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
74. carner code The Shared Secret is used to authenticate and validate a highway carrier company when creating an eManifest Portal Business Account Only the CBSA and the authorized representative of the company have access to thes information Document Shortcuts Please read the information below about how to apply for a Shared Secret For questions about the Shared Secret application process please contact the eManifest Help Desk at eManifest manifestelectronique cbsa asfc gc ca E m Print Download Message POF 862k8 7 ZBgckio Messages List O Show Trade Preferred Time Zone Eastem Figure 4 2 Messages tab System Message PROTECTION SERVICE INTEGRITY 37 of 147 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 The links at the top of the list are created and maintained by the CBSA and cannot be modified or removed Portal users can create a Useful Link Once a Useful Link is created all users in the selected Business Account can view and access the link A maximum of 50 user created links can be displayed per Business Account in addition to the links created by the CBSA Once a Useful Link is selected the associated Web site w
75. ccess Messages View Submitted Highway Conveyance Document Print Download Lead Sheet PDF 885KB Print Download Document PDF 3167KB DEEE Carrier Name PORTAL 17 Carrier Code 2471 Effective Status Rejected 2013 03 28 08 54 Show Trade Document Shortcuts Conveyance Reference Number CRN 2471 DRAFTCOMBINEDCRN General Trailer Estimated Date of Arrival 2013 04 25 Estimated Time and Time Zone of Arrival 01 00 Eastern First Port of Arrival St Stephen Commercial 0211 Empty Loaded Status Loaded Trailer General Edit Document Cancel Submission Print Download Lead Sheet PDF 885KB Print Download Document PDF 3167KB lt Back Preferred Time Zone Eastern Figure 6 34 Trade Documents tab Submitted Highway Conveyance Document Cancel Submission PROTECTION SERVICE INTEGRITY 93 of 147 VU iy d D A rt 4 Select Yes to confirm your action see Figure 6 35 Submitted Highway Conveyance Document Edit Document Cancel Submission Cancel Submission x Are you sure you want to cancel this Highway Conveyance Document submission Conveyance Reference Number CRN 2471DRAFTCOMBINEDCRN ier Name P ier Code 2 ctive Status No rance Refere ep 4 CA oral BC REG ated Date of Arrival 2013 04 25 Figure 6 35 Trade Documents tab Cancel Submission 5
76. chine 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 The lead sheet is a document with a machine readable bar code which the carrier will be required to present at the First Port of Arrival FPOA The information provided on this document assists the CBSA in retrieving the advance commercial information you have submitted through the Portal The lead sheet should contain either a bar coded CRN a bar coded CCN with a handwritten CRN or a handwritten CRN if an alternate bar coded document is also being presented with the lead sheet e g PARS document with a bar coded PARS number The CBSA recommends you print the Portal generated Lead Sheet once your Highway Conveyance Document has reached Accepted Status If the carrier chooses to produce their own bar codes see Memorandum D3 1 1 available on the CBSA Web site for bar code specifications The option to generate a Lead Sheet is only available after a Highway Conveyance or Combined Highway Document is submitted to the CBSA This option is available on the following pages in the Portal e The confirmation message page when a Highway Conveyance or Combined Highway Document is initially submitted to the CBSA see Figure 6 7 e The confirmation page when a Highway Conveyance Document is resubmitted to the CBSA after a Change or Amendment is made to the original Trade Document see F
77. count or URN please review the eManifest Portal Help and Support page Preferred Time Zone Eastern 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 2 e ONU PROTECTION SERVICE INTEGRITY 20 of 147 Subject Manifest Portal User Account Created Portal User Your eManifest Portal User Account has been created as follows User Name Portal User User Reference Number URN PU029479 Creation Date Time 2013 03 09 13 58 30 Eastern Your URN is a unique number which is associated with your User Account You should share yo
78. ction 12 1 Report vV v vV v Create edit delete a Lookup vV vV vV Search view a Lookup v Vv V v Create edit delete a Useful Link Vv V Vv View a Useful Link v vV v v View a System Message v vV v v User Role You will need the user s URN family name and e mail address Berore you start entered in their profile 1 Select the Business Account from the Business Accounts top bar menu see Figure 2 15 PROTECTION SERVICE INTEGRITY 30 of 147 eManifest Portal Business Accounts BD La PORTAL 17 2471 PORTAL 18 5472 Dune Accounts Mai page SS Create Business Accourt Default log in Business Account nana Save a Business Accounts 1 2 of 2 Business Name Ghent Identifier Business Type Role Action PORTAL 17 2471 Bonded Highway Carrier Account Owner Modfy PORTAL 18 5472 Bonded Highway Carrier Account Owner Modty Preferred Time Zone Eastern Figure 2 15 Business Account Tab 2 Select User Access tab see Figure 2 16 eManifest Portal Business Accounts My Profile Home gt Business Accounts gt PORTAL 17 2471 Portal User URN PU029479 eManifest Portal Help and Support eza Log out Messages Trade Documents Lookups User Access gt Messages 5 D Messages 1 10 of 148 12345Next gt gt gt 5 aes Published v Testing for Rollback 2013 04 04 13 26 amp Test 123 2013 04 03 14 24 3 How to Apply for a Shared
79. ctor Trailer Shipper Consignee Notify Party Delivery Address Name v v v v v v Identifier v v Plate Number v v Province State v v v v v v City v v v v Fields Shipper Consignee Notify Party Delivery Consolidator SNP Address Name v v v v v v Province State v v v v v City y Z v v v Number of SNP ID s 4 PROTECTION SERVICE INTEGRITY 116 of 147 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 eManifest Portal Canada Business Accounts My Profile Home gt Business Accounts gt PORTAL 17 2471 Portal User URN PU029479 eManifest Portal Help and Support 4 Log out Messages Trade Documents Lookups User Access Search Consignee Lookups Search in REDEG ED AMIE v City Province State Show Trade Document Shortcuts Preferred Time Zone Eastern Figure 7 6 Lookups tab Search Consignee Lookups 5 The results of the search Consignee Lookups will be displayed PROTECTION
80. d document to the Border Services Officer upon arrival in Canada Print Download Lead Sheet PDF 885KB Print Dovmload Document PDF 3167KB Preferred Time Zone Eastern Figure 6 33 Trade Documents tab Resubmitted to the CBSA PROTECTION SERVICE INTEGRITY 92 of 147 6 7 Cancelling a Submitted Document This section outlines how to Cancel or delete 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 E r eManifest Portal OETI Elo EI Business Accounts My Profile Home 2 Business Accounts gt PORTAL 17 2471 Portal User URN PU029479 Manifest Portal Help and Support Loa out Trade Documents User A
81. d 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 ACl eManifest Highway Portal for highway carriers PROTECTION SERVICE INTEGRITY 80 of 147 V 4 a ld It is your responsibility to save a copy of the Section 12 1 Report for audit purposes This report will remain in the Portal for 90 days only The Portal should not be used to store the Section 12 1 Report or Trade Documents The option to download and print a Section 12 1 Report is available after the Conveyance Trade Document status is Reported You will be able to print and download the Section 12 1 Report by viewing the Trade Document Status History after the cargo has arrived see Figure 6 25 eManifest Portal Canad Business Accounts My Profile Home 2 Business Accounts gt PORTAL 17 2471 Portal User UR Manifest Portal Help and Support RECETTE Trade Documents Lookups User Access View Submitted Highway Conveyance Document Print Dovmload Lead Sheet PDF 885KB Print Dovmload Document PDF 3167KB lt Back Carrier Name PORTAL 17 Carrier Code Effective Statu Reported 2013 04 15 11 23 Port of Report ridge Commercial 0440 Show Trade Document Shortcuts Print Download Section 12 1 Report PDF 1104KB W Conveyance Reference Number CRN 2471201
82. dify ss Figure 9 5 User Access tab Edit User Role and Status Suspend cccccscccececeseseeee eset eseterseeseeneeaes Figure 9 6 User Access tab Suspend User User Role Suspended ss Figure 9 7 User Access tab User Details Remove Figure 9 8 User Access tab User Details Remove User ins Figure 9 9 User Access tab User Access Account User Removed se Figure 10 1 Business Accounts Updating Business Account Information 140 Figure 10 2 Business Accounts Account Owner Information tab 141 PROTECTION SERVICE INTEGRITY 8 of 147 Figure 10 3 Business Accounts Editing Account Owner Information 142 Figure 10 4 Business Accounts Request Business Account Update cccccccccsceceecceeteseteeseneeneeseneneeaes 143 Figure 10 5 Business Accounts Request Business Account Update Figure 10 6 Business Accounts Default log in Business Account Figure 10 7 Business Accounts Modifying a business account E Figure 10 8 Business Accounts Deleting a business account 147 Figure 10 9 Business Accounts Delete Business Account confirmation message 147 PROTECTION SERVICE INTEGRITY 9 of 147 E A y 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 b
83. e User E mail Address portal_shared_secret_portail_secret_partage cbsa asfc gc ca Telephone Number 6135555555 Telephone Extension Show Trade Document Shortcuts Preferred Time Zone Eastern Preferred Language of Correspondence English Delete User Account Preferred Time Zone Eastern Figure 8 2 My Profile Edit PROTECTION SERVICE INTEGRITY 130 of 147 4 Edit the information as needed 5 Select Save to save the changes or Cancel saving the changes see Figure 8 3 eManifest Portal Canada Business Accounts My Profile Home gt My Profile Portal User URN PU029479 eManifest Portal Help and Support mA Log out Edit My Profile All fields are mandatory unless otherwise specified Note Selecting a or Pl icon displays related help information in a new browser window First Name Portal Last Name User E mail Address portal_shared_secret_portail_secret_partage cbsa asfc gc ca Re type E mail Address portal_shared_secret_portail_secret_partage cbsa asfc gc ca Show Trade Document Shortcuts Telephone Number 6135555555 Telephone Extension optional 123 Preferred Time Zone Eastern z Preferred Language of Correspondence English v a Preferred Time Zone Eastern Figure 8 3 Edit My Profile Edit Profile Information 6 A My Profile Updated message will be displayed confirming that your profile has been updated 7 Select OK
84. e Customs Act 1 5 Symbols used in the Portal The following symbols are used throughout the Portal Symbols Description DE 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 an Effective Status The A 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 The symbol is displayed if the Trade Document has been received less than an hour before the estimated time of arrival If this happens it is recommended to change the estimated time of arrival on the Trade Document Otherwise arriving before or within the one 1 hour window may result in a delay and or an Administrative Monetary Penalty PROTECTION SERVICE INTEGRITY 12 of 147 A Mi y errr O OA al gt x A te 1 6 Other reference information For additional information on eManifest and the CBSA s advance reporting requirements
85. e mandatory unless otherwise specified Contact First Name Portal wo Contact Family name User a Contact Telephone Number 1234567890 Contact Telephone Extension optional Show Trade Document Shortcuts Address Telephone Number 250 TREMBLAY RD a City OTTAWA Country Canada x Province State Canada USA locations only Ontario Postal Zip Code Canada USA locations only K1A0L8 D Preferred Time Zone Eastern Figure 10 5 Business Accounts Request Business Account Update 7 A confirmation message will appear select OK The Business Information Updates Submitted screen indicates that you will receive an e mail once your request has been processed PROTECTION SERVICE INTEGRITY 144 of 147 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 eManifest Portal Canad Business Accounts My Profile Home gt Business Accounts Portal User URN PU029479 eManifest Portal Help and Support Log out Create Business Account Default log in Business Account PORTAL 17 2471 x none PORTAL 17 2471 Business Accounts 1 3 of 3 PORTAL 18 5472 Business Name 4 PORTAL FREIGHT FORWARDER 3 8666 _f Role Action P
86. e 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 eManifest section of the CBSA Web site 1 1 Whatis 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 This Guide is not all inclusive and should be used in conjunction with audience specific documentation e Highway carriers should refer to the Electronic Commerce Client Requirements Document ECCRD Chapter 7 Advance Commercial Information ACI eManifest Highway Portal e Freight forwarders should refer to the Electronic Commerce Client Requirements Document ECCRD Chapter 8 Advance Commercial Information ACI eManifest House Bill Portal You will also need to read and understand the eManifest business rul
87. ection 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 Support Unit TSU 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 Ifthe 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 eManifest Portal Canada Business Accounts My Profile Home gt Business Accounts gt PORTAL 17 2471 Portal User URN PU029479 eManifest Portal Help and Support TC Log out Messages Trade Documents User Access Add User ZABCDEFGHIJKLMNOPQORSTUVWXYZ Users 1 2 of 2 Family Name 4 First Name URN User Role User Status Doe John james 3D411833 Account User Active gt Portal PU029479 Account Owner Active Preferred Time Zone Eastern Show Trade Document Shortcuts Figure 9 1 User Access tab User Access Account Users 5
88. electing the associated link see section 6 8 2 of this Guide You can also choose to select the option Use submitted Highway Cargo Document information to create Trade Document Lookup for which you need to provide a Lookup name see section 7 3 3 of this Guide 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 If a Highway Conveyance Document is created using a previously submitted CRN the system will reject the Trade Document as a duplicate The document will then be available on the Submitted list and only once the users have modified the CCN can they resubmit the document to the CBSA 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 PROTECTION SERVICE INTEGRITY 59 of 147 3 Select Submit see Figure 6 10 eManifest Portal Canada Business Accounts My Profile Home gt Business Accounts gt PORTAL 17 2471 Portal User URN PU029479 eManifest Portal Help and Support aza Log out Messages Trade Documents Lookups User Access Create Trade Document Note You have space to save 100 Draft Trade Documents for this Business Account wo Select the type of Trade Document you want to create lt IHigqhwa Conveyance Document gt ea aa ignwe AS Combined
89. epted 2471987654321 Consignee no 1 No 2013 03 26 08 16 Accepted Customize ListTab aD Preferred Time Zone Eastern Figure 6 23 Trade Documents tab Submitted Documents tab Highway Cargo Documents PROTECTION SERVICE INTEGRITY 75 of 147 Ss a VU 4 Ld 4 la D d a Allows you to search for a specific previously submitted Trade Document See section 6 5 3 of this Guide for detailed procedures Search Submitted Trade 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 Filter Submitted Documents see Figure 6 22 Filter Options Description The Effective Status represents the latest status of the Effective Status Trade Document All submitted Trade Documents Effective Statuses will be Al displayed Rejected Indicates a Trade Document has been Rejected by the J CBSA and the rejection reason s is provided s ccebted Indicates a Trade Document has passed validation p checks and has been Accepted by the CBSA Indicates a Highway Conveyance Document and 2 kes associated Highway Cargo Document s have been Reported at First Canadian Port of Arrival as per the BGEUTIENE On requirements of Section 12 1 of the Customs Act Indicates t
90. er Code 50 Amendment not elsewhere specified Code 60 Change request delayed by client systems outage Code 80 Change request delayed by CBSA systems outage Code 85 Seia cancer Preferred Time Zone Eastern Figure 6 32 Trade Documents tab Edit Submitted Highway Conveyance Document Select Reason for the Amendment PROTECTION SERVICE INTEGRITY 91 of 147 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 eManifest Portal Canada Business Accounts My Profile Home 3 Business Accounts gt PORTAL 17 2471 Portal User URN PUO25475 Manifest Portal Help snd Support mA Log out Messages Trade Documents Lookups User Access Resubmitted to the CBSA nt Shortcuts Your Highway Conveyance Document has been resubmitted to the CBSA Please note that since you have submitted a change to your original document it is essential that you review the Status History for this transaction in order to see important information regarding your submission Conveyance Reference Number CRN 24712013 04 02 002 Submitted Date Time 2013 04 15 11 49 Note An optional Lead Sheet is provided to you from the CBSA You can access this Lead Sheet by selecting the Print Dovmload Lead Sheet below You must present either the eManifest Portal Lead Sheet or your ovm bar code
91. es and processes and the requirements for your business type whether you are a highway carrier freight forwarder broker or warehouse operator Refer to the eManifest Portal Help and Support page of the CBSA Web site for additional help documentation 1 2 Technical requirements To access the Portal you must have an Internet connection and one of the following Web browsers e Internet Explorer 8 and higher e Firefox 2 0 and higher 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 PROTECTION SERVICE INTEGRITY 10 of 147 Highway Portal and freight forwarders may refer to the ECCRD Chapter 8 Advance Commercial Information ACI eManifest House Bill Portal in the eManifest section of the CBSA Web site In order to use the eManifest Portal each user is now required to ensure that JavaScript is enabled on their computer This requirement comes as a result of the new eManifest Portal features which require JavaScript To avoid unexpected errors while logged in to the eManifest Portal do not use your Web browser s Back button Use the navigation features provided within the Portal The Portal will log you out after 20 minutes of inactivity To continue using the Portal you will be required to log in again To ensure no loss of information you are strongly e
92. es 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 This page is displayed only when creating a User Account PROTECTION SERVICE INTEGRITY 18 of 147 A Q lw 1 Select Create User Account see Figure 2 3 eManifest Portal Canada Home URN eManifest Portal Help and Support 1 Log out Welcome Before accessing the eManifest Portal you must create a User Account or transfer an existing User Account which is associated with another credential Option 1 or Option 2 To create a new User Account select the Create New To transfer an existing User Account which is associated User Account button below with a Sign In Partner credential select the Transfer Sign In Partner button below Create User Account Transfer Sign in Partner 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 eManifest Portal Canada Home gt Create User Account URN eManifest Portal Help and Support 1 Log out Create User Account Enter Profile Information All fields are mandator
93. ess Account Deleted page will be displayed confirming that your Business Account has been deleted Select OK An e mail will be sent to the Account Owner e mail address provided to confirm the Business Account deletion NS PROTECTION SERVICE INTEGRITY 147 of 147
94. fields are mandatory unless otherwise specified Tractor Lookup Name Look up 2 Tractor Identifier mandatory if available Tractor Plate Newplate 2 Tractor Plate Country Canada x Tractor Plate Province State Nova Scotia Preferred Time Zone Eastern Show Trade Document Shortcuts 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 PROTECTION SERVICE INTEGRITY 127 of 147 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 eManifest Portal Canada Business Accounts My Profile Home gt Business Accounts gt PORTAL 17 2471 Portal User URN PU029479 eManifest Portal Help and Support Log out Messages Trade Documents Lookups User Access Tractor Lookup Details Tractor Lookup Name Look up 2 Tractor Identifier Tractor Plate Newplate Trac
95. for businesses refer to the following e eManifest section of the CBSA Web site For information on eManifest as well as links to related information e eManifest Portal Help and Support page of the CBSA Web site 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 e ECCRD Chapter 7 Advance Commercial Information ACI eManifest Highway Portal for highway carriers e ECCRD Chapter 8 Advance Commercial Information ACI eManifest House Bill Portal for freight forwarders PROTECTION SERVICE INTEGRITY 13 of 147 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 ia Getting set up in the Portal gt Before you start Log in Account set up Sect 2 2 Sect 2 4 Sect 2 5 Log in to Request access to Business Account Obtain a Portal and Create credential Accept Terms and User Account Conditions Portal User User Account Log in to Obtain a 5 Portal and Create credential Accept Terms and User Account Conditions
96. gle document for easier data entry However once submitted through the Portal the Combined Highway Document is split into one Highway Conveyance identified by a CRN and one Highway Cargo Document identified by a CCN by the CBSA s system for processing as separate Trade Documents Note If you wish to check the status of your Combined Highway Document you must check the Highway Cargo and Highway Conveyance Document statuses separately Combined Highway Document PROTECTION SERVICE INTEGRITY 46 of 147 K I 4 V lt M N d A Combined Highway Document can only be used if there is one CRN one CCN one consignee and one shipper and cargo is located either in the Tractor Trailer or Container If there is a Container on a Trailer both the Trailer and Container information must be provided Anything other than this combination requires the user to submit separate Highway Cargo and Highway Conveyance Documents Your submitted Highway Cargo Documents must be accepted by the CBSA prior to your submission of a Highway Conveyance Document unless it is an empty conveyance or only carrying goods qualifying as an exception Failure to do so will lead to a rejection of your Highway Conveyance Document by the CBSA Mandatory Fields These fields must be completed prior to submitting your Trade Document to the CBSA Trade Documents must be received and validated by the CBSA at least one hour p
97. hange 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 eManifest Portal Canada Business Accounts My Profile Home gt Business Accounts gt PORTAL 17 2471 Portal User URN PU029479 eManifest Portal Help and Support Log out MESSEN Trade Documents EELE Bee ee Select Reason for the Amendment Note When submitting a post arrival change you must select only one reason for the amendment The amendments are 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 list below Conveyance Amendment Reasons 1 6 elec Conveyance Amendment Reason Clerical error when keying conveyance data Code 40 Duplicate Highway Cargo Document also known as a Cargo Control Document CCD need to cancel one e g one shipment 2 Highway Cargo Documents with 2 different Cargo Control Numbers CCNs for the same shipment To be used when cargo is to be de linked from the conveyance If required a request to then cancel the cargo must be provided on paper Code 45 Show Trade Document Shortcuts ntire shipment not laden To be used when cargo is to be de linked from the conveyance If required a request to then ancel the cargo must be provided on pap
98. he processing of a Trade Document submitted e Updating to the CBSA using the Portal Indicates a Trade Document submission has been e Cancelled Cancelled by the client or by the CBSA e Acquitted Cargo Document only Indicates goods are no longer controlled by a Highway Cargo Document Submitted Trade Documents remain on the Current list for 24 hours after reaching an Effective Status Current After the 24 hour period the Trade Documents are 3 moved to the Historical Documents list Trade Documents remain on the Historical list for Historical approximately 90 days and are then removed Once removed from the Historical list Trade Documents are no longer accessible through your Portal Business Account 4 Highway Conveyance Only Highway Conveyance Documents will be displayed in Document the list PROTECTION SERVICE INTEGRITY 76 of 147 Ss a VU 4 Ld 4 d 7 Highway Cargo Only Highway Cargo Documents will be displayed in the Document list Selecting Refresh generates and produces the requested 5 Refresh filtered documents list Highway Conveyance Documents List see Figure 6 22 Column Headings Description Conveyance 6 Reference Number ARN i CRN from the list will open the Trade CRN 7 Estimated Date Time The estimated date and time the conveyance will arrive at of
99. icable List of Associated CCN s If entering multiple CCNs separate with commas or select the Enter key after each CCN a Do Cargo Exception s apply Container s Container information is mandatory if available Note You may enter up to 5 containers for trailer 1 Enter Container Information No Containers Number Container Identifier Containers list is empty Preferred Time Zone Eastern Figure 6 13 Trade Documents tab Enter Trailer Information 01 PROTECTION SERVICE INTEGRITY 63 of 147 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 eManifest Portal Business Accounts My Profile Home gt Business Accounts gt PORTAL 17 2471 Portal User URN PU029479 eManifest Portal Help and Support jura Log out LUGEGE Trade Documents Lookups User Access Select a CCN s Select a CCN s which has been submitted to the CBSA but not yet associated with a Highway Conveyance Document Unassociated CCN s 1 1 of 1 Cargo Control Number CCN 4 24711122334455 Preferred Time Zone Eastern Figure 6 14 Trade Documents tab Select a CCN s PROTECTION
100. ices 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 Before you start You will need a valid e mail address 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 eManifest section 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 eManifest section of the CBSA Web site New companies PROTECTION SERVICE INTEGRITY 15 of 147 M A O EE For new companies that must apply for
101. ices Agency Border wait times z Partners in Protection PIPS lt Preferred Time Zone Eastern Figure 5 5 Messages tab Modify Useful Links 2 The Modify Useful Link page is displayed see Figure 5 6 3 Select Edit PROTECTION SERVICE INTEGRITY 43 of 147 eManifest Portal OFTE EI Business Accounts My Profile Home gt Business Accounts gt PORTAL 17 2471 Portal User URN PU029479 eManifest Portal Help and Support Log out Messages Trade Documents User Access Modify Useful Link Link Name Partners in Protection Address http www cbsa asfc gc ca security seqygite pip pep menu eng html Delete lt Back Show Trade Document Shortcuts Preferred Time Zone Eastem Figure 5 6 Messages tab Modify Useful Link page The Edit Useful Link page is displayed see Figure 5 6 Make the changes to the Link Name and or Address fields as required Select Save see Figure 5 7 The Useful Link Updated page is displayed confirming that the link has been updated Noor eManifest Portal tentent Business Accounts My Profile Home gt Business Accounts gt PORTAL 17 2471 Portal User URN PU029479 Manifest Portal Help and Support Loa out Messages Trade Documents User Access All fields are mandatory Link Name Partners in Protection PIPS gt Address http www chbsa asfc gc ca security securite pip pep menu e
102. igure 6 33 e On the General tab of a Submitted Conveyance Trade Document see Figure 6 37 PROTECTION SERVICE INTEGRITY 101 of 147 Mi 4 r AG i Canada Border Agence des services Services Agency frontaliers du Canada Lead Sheet Portail du Manifeste lectronique Feuille ma tresse Conveyance Reference Number Num ro de r f rence du moyen de transport 2471123456789 247112 123456789 Tractor Plate Tracplate1 Nova Scotia Plaque d immatriculation du tracteur traiplate 1 Nova Scotia Trailer Plate s Plaque s d immatriculation de la remorque Submitted Transmis 2013 04 02 07 15 Cargo Control Number s CCN Num ro s de contr le du fret NCF 2471987654321 Canada Figure 6 42 eManifest Portal Lead Sheet PROTECTION SERVICE INTEGRITY 102 of 147 6 9 Received Documents This section outlines the information in regards to Received Documents Manifest Forwards sent on behalf of Trade Chain Partners e Itis the user s responsibility to manage the Received Documents in his Business Account 6 9 1 What is a Received Document A Received Document is an electronic copy of a Trade Document submitted to the CBSA by a Trade Chain Partner which has been sent to your client identifier These Received Documents are referred to as Manifest Forwards and are defined as electronic notices that contain the data of a House bill submitted to the CBSA by a freight f
103. ill open ina new browser window Your Portal session remains active 9191910 Start at Messages tab for the selected Business Account see Figure 5 1 PROTECTION SERVICE INTEGRITY 38 of 147 1 From the Link Name column select the link that you want to open see Figure 5 1 eManifest Portal Business Accounts My Profile Home gt Business Accounts gt PORTAL 17 2471 Portal User URN PU029479 eManifest Portal Help and Support UZ tog out Messages BEC Gers uu Lookups User Access 2 Messages Q Messages 1 10 of 149 12345Next gt gt gt J Subject Published v g How to Apply for a Shared Secret 2013 03 26 08 55 Client support 2013 03 26 08 51 Why vou should use the eManifest Portal 2013 03 26 08 50 3 eManifest Portal Demonstrations 2013 03 26 08 48 E EDI Hotline 2013 03 26 08 47 2 Transmitting Accurate eManifest Cargo Data 2013 03 26 08 47 Canada Border Services Agency s eManifest requirements 2013 03 26 08 46 New After Hours Support Process 2013 03 26 08 44 Error for missing shipper consiqnee information 2013 03 26 08 43 eManifest Highwey Extended Informed Compliance 2013 03 26 08 42 12345 Next gt gt gt Useful Links Create Useful Link Note Z indicates the link will open in a new brovser window Links 1 4 of 4 Link Name Action Can der Services Agency Travel tips Border wait times lt F Partners in Protection PIP
104. iness Account lt Back Preferred Time Zone Eastern Figure 10 2 Business Accounts Account Owner Information tab PROTECTION SERVICE INTEGRITY 141 of 147 5 Update the required information and select Save see Figure 10 3 eManifest Portal Canada Business Accounts My Profile Home 2 Business Accounts gt PORTAL 18 5472 Modify Business Account Portal User URN PU029479 eManifest Portal Help and Support mm Log out PORTAL 18 5472 Edit Account Owner Information All fields are mandatory unless otherwise specified Position Title Owner E mail Address tracy perkins cbsa asfc gc ca Re type E mail Address tracy perkins cbsa asfc gc ca Telephone Number 6135555555 Show Trade Document Shortcuts Telephone Extension optional Fax Number optional Address pasea Ontario a City Ottawa Country Canada Province State Canada USA locations only Ontario Postal Zip Code Canada USA locations only A1A 1A1 Preferred Time Zone Eastern Figure 10 3 Business Accounts Editing Account Owner Information 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 Accoun
105. iness Account You are prompted to confirm or cancel the Delete action 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 eManifest Portal Canada Business Accounts My Profile Home gt Business Accounts gt PORTAL 17 2471 Portal User URN PU029479 eManifest Portal Help and Support jar Log out T Trade Documents MR Co RAM Trade Document Create Trade Document Search Submitted Trade Documents ST ee Draft Documents RESI STL Note You may save an additional 97 Draft Trade Documents for this Business Account Documents 1 3 of 3 Show Trade Document Shortcuts Document Type Saved Date Time v Action 2471DRAFTCOMBINEDCCN Combined Highway Document 2013 03 28 08 47 Delete 2471DRAFTCCN Highway Cargo Document 2013 03 28 08 46 Delete 2471DRAFTCRN Highway Conveyance Document 2013 03 28 08 46 Delete Customize ListTab Preferred Time Zone Eastern Figure 6 18 Trade Documents tab Draft Documents tab 2 Complete all tabs and remaining fields in the selected Trade Document PROTECTION SERVICE INTEGRITY 69 of 147 A C eee 3 Select Submit to the CBSA see Figure 6 19 eManifest Portal Cal vada Business Accounts My Profile Home Business Accounts gt PORTA
106. ional First Name Use tne above imormation to Crese a Snipper Locke Complete sil mancstory Sels within the tans above Check for Errors Save and Continue Saye anc Finish Later Suomen to me CBSA Preferred Time Zone Eastern Figure 7 10 Trade Documents tab Shipper Information Populated by Selected Lookup PROTECTION SERVICE INTEGRITY 122 of 147 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 eManifest Portal Canad Business Accounts My Profile Home gt Business Accounts gt PORTAL 17 2471 Portal User URN PU029479 eManifest Portal Help and Support ral Log out rie Trade Documents Re Ce Be ee Create Trade Document Note You have space to save 98 Draft Trade Documents for this Business Account v Highway Conveyance Document Select the type of Trade Document you want to create Highway Cargo Document Combined Highway Document Use Trade Document Lookup Submit Qpncel Preferred Time Zone Eastern Figure 7 11 Use Trade Documents Lookup PROTECTION SERVICE INTEGRITY 123 of 147 4 Select the Trade Document Lookup you would like to use and select Select
107. kup Y Name Company Ferson ABC Shipping Address Line l 123 5nip St Acoress Line 2 optional Address Line 3 options Cty Orewa Country Province State Cansca USA locations onty Orranto Postal Zip Code Cansca USA locations onty AA 1A1 o Contact Information optional First Name o v Telephone Number a a Complete all mancstory Seids within the tads above Preferred Time Zone Eastern 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 PROTECTION SERVICE INTEGRITY 113 of 147 If the Lookup name that you entered already exists a Lookup Name Already Exists message will be displayed 1 Select Yes to confirm that you want to use the same name 2 Shipper Lookup Created message will be displayed 3 Select OK 4 Select No to stop the Lookup name from being duplicated Once 1 000 Lookups have been created for the Lookup type a Maximum Lookup Limit Reached message will be displayed 1 Select OK 2 The Shipper Lookup list will be displayed with the following message This Business Account has reached the limit of 1 000 Trailer Lookups You must delete an existing Shipper Lookup before creating another 7 2 3 Creating a Trade Document Lookup when submitting a Trade Document You are able to create a Trade Document Lookup when
108. ments List Tab 71 6 5 Submitted Documents tab 73 6 5 1 Navigating the Submitted Documents tab 75 6 5 2 Checking the status of Submitted Trade Documents 78 6 5 3 Searching Submitted Trade Documents 83 6 5 4 Customizing the Submitted Documents List Tab 85 6 6 Editing a Submitted Document inie 88 6 7 Cancelling a Submitted Document 93 6 8 Printing DOWNIOACING cee ceeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeaaeeeeeeeeeeeeaaeeeeeeeeeeeeeaaeeeeeeeees 95 6 8 1 Printing Downloading a Trade Document 95 6 8 2 Printing Downloading a Lead Sheet 101 6 9 Received Documents see 103 6 9 1 What is a Received Document 103 6 9 2 Customizing the Received Documents List Tab ee eeeeeeeeeeeeeeeeenneeeeeeeeees 103 6 10 Deleting a Received Document 105 CO LOOKUDS 55 see T 107 CA Types OF LOOKUPS 2 85 cise sniissatacenedesieatenttensiins nels cetcctiaiedien annee a henaa noces nenuinc tone nee 107 1 2 MPC AUING a LOOKUP isnon eisien ieee tendon sante 2e ns edten een ns 110 7 2 1 Creating a Lookup from within the Lookups tab ccceeeceeeeeeeeeeeeeeeeeeeneeeees 110 7 2 2 Creating a Lookup when working in a Trade Document 111 7 2 3 Creating a Trade Document Lookup when submitting a Trade Document 114 7 3 Searching for and using a Lookup 116 7 3 1 Se
109. n Date Time 2013 03 09 15 06 Account Owner Information Business Information First Name Port Busines PORTAL 18 Family Name User Client Identifier 5472 Position Title Owner Business Type Bonded Highway Carrier E mail Address portal_shared_secret portail_secet_partage chse esfc gcca Contact First Name Portal Telephone Number 613 555 5555 Contact Family name User Telephone Extension Contact Telephone Number 1234567890 Fax Number Contact Telephone Extension Address Ottawa Ontario Address Telephone Number 250 TREMBLAY City Ottawa pag City OTTAWA Province State Ontario Postal Zip Code A1A 1A1 Country Canada Province State Ontario Postal Zip Code KIAOLS Postal Zip Code Canada Print Download Business Account Information POF 1018k8 7 If you are the authorized representative of another business you can create an additional Business Account by selecting Create Another Creste Another Business Account If you do not want to create another Business Account at this time a OK Preferred Time Zone Eastern Figure 2 12 Business Account Created page PROTECTION SERVICE INTEGRITY 26 of 147 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 eManifest Portal Business Accounts My Profile Home gt Business Accounts Business Accounts Create Business Accoun
110. ncouraged to save your work often 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 e The Border Information Service BIS is a telephone service that provides general information on most CBSA programs including eManifest e The eManifest Helpdesk provides support by e mail on eManifest policy and operational related inquiries e The eManifest Technical Support Unit TSU provides Electronic Data Interchange EDI and Portal technical support by e mail and telephone for highway carriers e The Electronic Commerce Unit ECU provides EDI and Portal technical support by telephone for freight forwarders warehouse operators and brokers Complete contact information is available in the eManifest section of the CBSA Web site PROTECTION SERVICE INTEGRITY 11 of 147 Ss y U Lg 0 d et 1 4 Features used in this Guide The legend below shows the features used in this Guide Feature Description Important information or tip for the user Bold text Within a list of task steps this indicates a reference to an interactive object in the Portal such as a command and the names of data entry fields Used to highlight the names of figures e g screen images and other italic text diagrams as well as the titles of legislation such as th
111. ned Highway Document Use Trade Document Lookup Preferred Time Zone Eastern Figure 6 7 Trade Documents tab Create Trade Document Highway Cargo Document PROTECTION SERVICE INTEGRITY 57 of 147 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 eManifest Portal Canada Business Accounts My Profile Home gt Business Accounts PORTAL Portal User URN PUO25479 2Manifest Portal Help snd Support Log out Messages Trade Documents Lookups User Access Create Highway Cargo Document Carrier Name PORTAL 17 Carrier Code 2471 All fields are mandatory unless otherwise specified Cargo Control Number CCN 2471 a Complete all mandatory fields withintbe tabs below Pree metas D Total Cargo Weight Select Unit of Measure z Cargo Note You may enter up to 999 cargo Enter Cargo Information No Cargo Number Cargo Quantity Cargo Description Edit Delete Cargo list is empty Special Instructions mandatory if available General Ports CUS Cargo Complete all
112. ng html e Preferred Time Zone Eastern 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 PROTECTION SERVICE INTEGRITY 44 of 147 eManifest Portal Canada Business Accounts My Profile Home gt Business Accounts gt PORTAL 17 2471 Portal User URN PU029479 eManifest Portal Help and Support Log out Messages Trade Documents Lookups User Access Modify Useful Link Link Name Google Address http www google ca Show Trade Document Shortcuts Preferred Time Zone Eastern Terms and conditions Transparency wW About us News Contact us Stay connected Version 2013 04 25 OEE R Ae 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 PROTECTION SERVICE INTEGRITY 45 of 147 we A EE 6 0 Trade Documents Highway carriers Highway carriers using the Portal to transmit
113. nged 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 eManifest Portal Canada Business Accounts My Profile Home gt Business Accounts gt PORTAL 17 2471 Portal User URN PU029479 eManifest Portal Help and Support Log out Messages Trade Documents Lookups User Access User Details Family Name Doe First Name John james User Reference Number URN JD411833 E mail Address portal_shared_secret portail_secret_partage cbsa asfc gc ca Show Trade Document Shortcuts Telephone Number 9999999999 Telephone Extension 214 User Role And Status User Role Proxy Account Owner User Status Suspended lt Back Preferred Time Zone Eastern 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 PROTECTION SERVICE INTEGRITY 138 of 147 A C b Are you sure you want to remove Doe John james from Business Account PORTAL 17 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 Fig
114. o section 6 3 4 step 11 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 By default 10 documents are displayed on each Draft Documents page Start at Trade Documents tab 1 Select the Draft Documents sub tab and then Customize List Tab see Figure 6 20 eManifest Portal Canada Business Accounts My Profile Home gt Business Accounts gt PORTAL 17 2471 Portal User URN PU029479 eManifest Portal Help and Support im Log out sre Trade Documents RC RECETTES Trade Document Create Trade Document Search Submitted Trade Documents OUTRE Draft Documents ECM RIM Show Trade Document Shortcuts Note You may save an additional 97 Draft Trade Documents for this Business Account Documents 1 3 of 3 Document Number Document Type Saved Date Time Action 2471DRAFTCOMBINEDCCN Combined Highway Document 2013 04 11 07 42 Delete 2471DRAFTCCN Highway Cargo Document 2013 03 28 08 46 Delete 2471 DBS R Highway Conveyance Document 2013 03 28 08 46 Delete Customize List Tab _ Preferred Time Zone Eastern 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 PROTECTION
115. oad Document PDF 3167KB gt Use submitted Highway Conveyance Document information to create Trade Document Lookup Preferred Time Zone Eastern 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 2 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 3 3 of this Guide PROTECTION SERVICE INTEGRITY 66 of 147 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 eManifest Portal Canada Business Accounts My Profile e gt Eugness ts gt PORTAL 17 2471 EES Troe Documents Trade Document 2 A F Va Create Trade Document Search Submited Trade Documents z G Submitted Documer cs 5 Note You may save an addiponary sce Documents for this
116. ocuments Cargo Control Number Consignee Name Matched Status Date Time Effective 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 By default the Submitted Documents sub tab will appear when selecting the Trade Documents tab 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 Received Documents 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 By default the Submitted Documents List filtering is set to All Current PROTECTION SERVICE INTEGRITY 86 of 147 K I V lt ld N Highway Conveyance Document 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 yo
117. ons of the Customs Act and the Privacy Act Canada and may only be used or disclosed in strict accordance with the parameters set out therein You have the ridht tn access and or ta correct wor nersonal information winder the Privacw Act OL Figure 2 2 eManifest Portal Terms and Conditions page Every time you log in to the Portal you must accept the eManifest Portal Terms and Conditions to be able to continue If you select DO NOT Accept the eManifest Portal Terms and Conditions you cannot continue and you will be asked if you want to log out 019 PROTECTION SERVICE INTEGRITY 17 of 147 me Q y JE a 5 N 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 A Portal User Account is a standard way for all users to establish their identity in the Portal All users of the Portal must create an User Account eManifest Portal User Account A Business Account Owner can then associate your User Account to their Business Account and assign user roles and statuses A Portal Business Account is an area in the eManifest Portal dedicated to individual companies to conduct secure data Business Account transmissions with the CBSA Portal Business Accounts are managed by Account Owners who are authorized representatives of a company 2 5 1 Setting up a User Account This section outlin
118. orwarder 6 9 2 Customizing the Received Documents List Tab You can change the number of documents displayed on the Received Documents list with the Customize Received Documents List function O By default 10 documents are displayed on each Received Documents page Start at Trade Documents tab 1 Select the Received Documents sub tab and then Customize List Tab see Figure 6 43 Li eManifest Portal Canada Business Accounts My Profile Home gt Business Accounts gt PORTAL 17 2471 Portal User URN PU029479 Manifest Portal Help and Support A Log out UEST GEN Trade Documents Reto RESTE Received Documents Create Trade Document Search Submitted Trade Documents SUUNTO TT ES RUE ee Received Documents Show Trade Document Shortcuts Search Received Documents No Documents Cargo Control Number CCN Notice Type Date Time of Notice Generation Action Received Documents list is empty Customize Liste ab Preferred Time Zone Eastern Figure 6 43 Received Documents Tab PROTECTION SERVICE INTEGRITY 103 of 147 2 Under Customize Received Documents List select the number 10 25 or 50 of documents you want to be displayed see Figure 6 44 eManifest Portal Canada Business Accounts My Profile Home gt Business Accounts gt PORTAL 17 2471 Portal User URN PU029479 eManifest Portal Help and Support Es Log out Mes
119. page z Figure 2 4 Greate User Account PAR trie E EEE EN EE in E E igure 2 User Account Created serment en destin nes Figure 2 6 User Account creation confirmation e mail a Figure 2 7 eManifest Portal Welcome page sine Figure 2 8 Business Accounts Create Business ACCOURE ie Figure 2 9 Create Business Account Step 1 of 3 Figure 2 10 Create Business Account Step 2 of 3 Figure 2 11 Create Business Account Step 3 of 3 Figure 2 12 Business Account Created page 3 Figure 2 13 Business Accounts page ARR E Ant Figure 2 14 Business Account confirmation e mail ss Figure 2 15 Business Account Tab Figure 2 16 User Access tab Figure 2 17 User Access tab Add User page Figure 2 18 User Access tab Add User Step 1 of 2 Figure 2 19 User Access tab Add User Step 2 of 2 Figure 3 1 Messagess tab System Messages and Useful Links Figure 4 1 Messages tab System Messages List 36 Figure 4 2 Messages tab System Message sienne Figure 5 1 Messages tab Useful Links section Figure 5 2 Messages tab Useful Links and new browser window erste eneeeenensenensenees 40 Figure 5 3 Messages tab Useful Links section Create Useful Link c ccccccccecccececesessee ee eneeseneeeseeeeeees 41 Figure 5 4 Messages tab Create Useful Link page Figure 5 5 Messages tab Modify Useful Links ss Figure 5 6 Messages tab Modify Useful Link p
120. page will be displayed PROTECTION SERVICE INTEGRITY 120 of 147 6 Select the appropriate Lookup from the available list or use the Search Shipper Lookups option see Figure 7 9 eManifest Portal Canada Business Accounts My Profile Home gt Business Accounts gt PORTAL 17 2471 Portal User URN PU029479 eManifest Portal Help and Support mm Log out ei Trade Documents Lookups User Access Select a Shipper Lookup Search Shipper Lookups Shipper Lookups 1 2 of 2 act Name Company Person 4 Address City Province State Bhippers International 100 International Dr Montreal Quebec Shipping company no 1 123 Anywhere St St Stephen New Brunswick Select Cancel Preferred Time Zone Eastern Figure 7 9 Trade Documents tab Shipper Lookup Search Results PROTECTION SERVICE INTEGRITY 121 of 147 7 The information from the selected Lookup will be displayed in the Shipper fields see Figure 7 10 eManifest Portal Canada Business Accounts My Profile Moms 2 Somecas Acces 2 PORTAL 17 2475 Porte Urcr URN PUC21947 Anast D wes All fields are Mandatory unless otherwise specified Conveyance Reference Number CRN 2471 Cargo Control Number CON 2472 Complete all mandatory Selds within the tans below Province State A locations ince Canscaa us ony Postal Zip Code Canaca USA locations onty AlA 1A1 Contact Information opt
121. r Container formations mancstory available Note You may enter upto S containers tor traller 1 Preterres Time Zone Eastern Figure 6 15 Trade Documents tab Highway Conveyance Document Trailer tab 10 Select Save see Figure 6 15 PROTECTION SERVICE INTEGRITY 65 of 147 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 eManifest Portal Canada Business Accounts My Profile Home gt Business Accounts gt PORTAL 17 2471 Portal User URN PU029479 eManifest Portal Help and Support iat Log out este ee Trade Documents Lookups User Access Submitte4 2 inc USA Your Highway Conveyance Document has been submitted to the CBSA Conveyance Reference Number CRN 2471123456 N ubmitted Date Time 2013 03 28 08 40 Note An optional Les e CBSA You can access this Lead Sheet by selecting the Print Download Lead Sheet below You must present either the Manifest Portal Lead Sheet or your own bar coded document to the Border Services Officer upon arrival in Canada Show Trade Document Shortcuts Print Download Lead Sheet PDF 885KB Print Downl
122. re 7 5 Trade Documents tab Create a Lookup from a submitted Trade Document ss Figure 7 6 Lookups tab Search Consignee Lookups ss Figure 7 7 Lookups tab Consignee Lookup Search Results Figure 7 8 Trade Documents tab Create Combined Highway Document Select Shipper Lookup Figure 7 9 Trade Documents tab Shipper Lookup Search Results 121 Figure 7 10 Trade Documents tab Shipper Information Populated by Selected Lookup Figure 7 11 Use Trade Documents LOOkUp eens eseneeseeeeseesesenenseeeneeaees bes Figure 7 12 Select Trade Documents Lookup sise Figure 7 13 Use Trade Documents LOOkup iii Figure 7 14 Lookups tab Tractor sub tab Figure 7 15 Lookups tab Tractor Lookup Details Figure 7 16 Lookups tab Edit Tractor Lookup Figure 7 17 Lookups tab Tractor Lookup Details Figure 7 18 Lookups tab Delete Tractor Lookup Figure 8 1 Updating Profile Information ieee Figure 8 2 My Profile Bit cascsscoscscvecissesceinicitatasgustensentesiasdevteesceaust eepe aTi EER Eana SERERE SeN ATTEN esat Figure 8 3 Edit My Profile Edit Profile Information ss Figure 8 4 Edit My Profile Delete User Account Figure 9 1 User Access tab User Access Account Users ii 133 Figure 9 2 User Access tab User Details Edit inner 134 Figure 9 3 User Access tab Edit User Role s Figure 9 4 User Access tab User Details Mo
123. referred Tene Zone Easter Figure 6 1 Trade Documents tab Option Description Allows highway carriers to create a Highway Cargo 1 Create Trade Document Highway Conveyance or Combined Highway Document See section 6 3 of this Guide Search Submitted Trade Allows you to search for a previously submitted Trade Documents Document See section 6 5 3 of this Guide Provides you with a list of Trade Documents that have been sent using the Portal to the CBSA This list also includes data transmitted using Electronic Data Interchange EDI See section 6 5 of this Guide Provides you with a list of all Trade Documents that 4 Draft Documents have been partially completed and not yet submitted to the CBSA See section 6 4 of this Guide Provides you with a list of House bill Manifest Forwards 5 Received Documents that have been sent to you by a Trade Chain Partner See section 6 9 of this Guide PROTECTION SERVICE INTEGRITY 48 of 147 3 Submitted Documents Provides you with a list of shortcuts to creating any type of Trade Document available to the user See section 6 3 of this Guide 6 Trade Documents Shortcuts You can browse or scroll through the lists of documents under the Draft Documents Submitted Documents and Received Documents tabs If a list cannot be presented on one page you can navigate to the next or previous page by selecting the Previous 1 2 or Next
124. rior to arrival at the First Canadian Port of Arrival FPOA 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 ECCRD Chapter 8 Advance Commercial Information ACI eManifest House Bill Portal PROTECTION SERVICE INTEGRITY 47 of 147 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 eManifest Portal Canada CET trode Documents LATTES Mire terre c Trade Document D aa a Trade Documents C2 csi Submitted Documents PRES KT 4 Documents P ter Submitted Documents kst to view the following Al Current v gay Conveyance Document Retesh kad Note An 4 icon will be displayed if an update to a Trade Document has been rejected by the CBSA An a icon wil be displayed if a Trade Document was received less than one 1 hour before the Estimated Time of Arrival ETA Show Trade Document Shortcuts J No Documents Conveyance Reference Number Estimated Date Time of Number of Associated Status Effective CRN Arrival cons Date Time Status No Documents matching filter criteria Customize List Ta P
125. rs Save and Continue Save and Finish Later Submit to the CBSA Print Download Document PDF 1034KB Cancel Preferred Time Zone Eastern 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 PROTECTION SERVICE INTEGRITY 61 of 147 A C Ew 6 Select Enter Trailer Information see Figure 6 12 eManifest Portal Business Accounts My Profile Home 2 Business Accounts gt PORTAL 17 2471 Portal User URN PUO2S479 sManifest Portal Help and Support A Los out eee Trade Documents ELITE User Access Create Highway Conveyance Document Carrier Name PORTAL 17 Carrier Code 2471 All fields are mandatory unless otherwise specified Conveyance Reference Number CRN 2471 _ Complete all mandatory fields within the tabs below General Tractor No Trailers Number Trailer Plate Trailer list is empty General Tractor Complete all mandatory fields within the tabs
126. sages Trade Documents Lookups User Access Customize List Tab Customize Received Documents Lis Number of items to display per page 25 50 Customize Trade Document Tab i Default Trade Document Sub Taby Submitted Documents Draft Documents Received Documents Default Submitted Documents List Filteri An E Curent Highway Conveyance Document Bi lt r Show Trade Document Shortcuts Preferred Time Zone Eastern Figure 6 44 Trade Document tab Customized Received Documents 3 Select Save see Figure 6 44 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 By default the Submitted Documents sub tab will appear when selecting the Trade Documents tab Start at Trade Documents tab 1 From the Received Documents sub tab select Customize List Tab see Figure 6 43 2 Under Customize Trade Document Tab select the default sub tab between Submitted Documents Draft Documents and Received Documents see Figure 6 44 3 Select Save see Figure 6 44 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 Received Documents sub tab select Cu
127. se specified Conveyance Reference Number CRN 2471 Cargo Control Number CCN 2471 Trailer Addresses Estimated Date of Arrival YYYYMMDD Estimated Time and Time Zone of Arrival hit mm Is this a CSA Shipment CSA Shipment v Ye If yes enter the Business Number of the CSA approved Importer Consolidation Indicator a Ye Ocean Bill of Lading optional Unique Consignment Reference UCR Number optional Cargo Location General Ports Tractor Trailer Addresses Cargo Print Downlosd Document PDF OKB Cancel Preferred Time Zone Eastern Figure 7 13 Use Trade Documents Lookup 7 4 Editing a Lookup PROTECTION SERVICE INTEGRITY 125 of 147 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 eManifest Portal Canada Business Accounts My Profile Home gt Business Accounts PORTAL 17 2471 Portal User URN PU029479 eManifest Portal Help and Support Log out Messages Trade Documents User Access Lookups Tractor ELIGES BCCI Be eects Create Tractor Lookup
128. ss the Business Account s you are permitted to use If you are the authorized representative of your business thi bere vou cag fe a new Business Account s The View My Profile area displays your User Account information and allows you to edit you profile Preferred Time Zone Eastern Figure 2 7 eManifest Portal Welcome page PROTECTION SERVICE INTEGRITY 22 of 147 2 Ew 2 Select Create Business Account see Figure 2 8 eManifest Portal Canada Business Accounts My Profile Home gt Business Accounts Portal User URN PU029479 eManifest Portal Help and Support 1 Log out Business Accounts No Business Accounts Business Name Client Identifier Business Type Role Action Business Accounts list is empty Preferred Time Zone Eastern 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 eManifest Portal Canada Business Accounts My Profile Home gt Business Accounts Portal User URN PU029479 eManifest Portal Help and Support Log out Create Business Account Step 1 of 3 Enter Business Information If you are the authorized representative of a business you may begin the process of creating a Business Account by providing the information below All fields are mandatory Client Identifier t Business Type _ Select
129. stomize List Tab see Figure 6 43 PROTECTION SERVICE INTEGRITY 104 of 147 yt 2 Under Customize Trade Document tab select your default Submitted Documents List filtering preferences by selecting the Effective status All Rejected Accepted Reported Updating Acquitted and Cancelled Status Current or Historical and Trade Document type Highway Conveyance Document and Highway Cargo Document see Figure 6 44 3 Select Save see Figure 6 44 4 Select OK to save your customized settings 6 10 Deleting a Received Document This section outlines how to delete a Received Document The following example provides instructions for deleting a House bill Manifest Forward Received Document Start at Trade Documents tab 1 Select the Received Documents sub tab see Figure 6 45 eManifest Portal OET Elo Ei Business Accounts My Profile Home gt Business Accounts gt PORTAL FREIGHT FORWARDER 3 8666 Portal User URN PU029479 eManifest Portal Help and Suppo Loa out CERTES trade Documents FETE Received Documents Create Trade Bg z gmitted Trade Documents Submitted Documents Draft Documents t 8 a 5 3 Received Documents z ER ERR T 5 g Documents 1 7 of 7 8 Cargo Control Number CCN Notice Type Date Time of Notice Generation Action amp 3 BOO2REPORTING MARCH 26 MANIFEST FORWARD 2013 03 26 11 19 Delete LE E
130. t Default log in Business Account none x Save a Business Accounts 1 2 of 2 Business Name 4 Client Identifier Business Type PORTAL 17 2471 Bonded Highway Carrier 5472 Bonded Highway Carrier Canada Portal User URN PU029479 eManifest Portal Help and Support lara Log out Account Owner Account Owner i Preferred Time Zone Eastern 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 se e Figure 2 14 The Business Account information in the e mail should be saved for future reference Subject eManifest Portal Business Account Created Portal User Your eManifest Portal Business Account has been created and is now active for the following business Business Name PORTAL 18 Client Code 5472 Business Type Bonded Highway Carrier Creation Date Time 2013 03 09 15 06 00 Eastern Thank You only For more information please visit the eManifest Portal pages of the CBSA Web site at htt chsa asfc gc ca Note Please do not reply to this email as this account is intended for outbound emails rog manif portal portail eng html PROTECTION SERVICE INTEGRITY 27 of 147 VU P A JE 0 L gt A x Figure 2 14 Business Account confirmation e mail 2 5 3 Adding users to the Business Account As an Account O
131. t page will be displayed 4 Select the Business Information tab see Figure 10 4 PROTECTION SERVICE INTEGRITY 142 of 147 eManifest Portal Business Accounts My Profile Home 2 Business Accounts gt PORTAL 18 5472 Modify Business Account Portal User URN PUO29479 Manifest Portal Help and Support ara Leg out PORTAL 18 5472 t Shortcuts Modify Business Account Account Owner Information Business Information Business Name PORTAL 18 Client Identifier 5472 Business Type Bonded Highway Carrier Business Information Show Trade Docur Contact First Name Portal Contact Family name User Contact Telephone Number 1234567890 Contact Telephone Extension Address Telephone Number 250 TREMBLAY RD City OTTAWA Country Canada Province State Ontario Postal Zip Code K1AOLS8 Delete Business Account lt Back Preferred Time Zone Eastern Version 2013 03 27 Figure 10 4 Business Accounts Request Business Account Update 5 Select Request Update PROTECTION SERVICE INTEGRITY 143 of 147 WU y A O Ner 6 Update the required information and select Submit see Figure 10 5 Business Accounts My Profile Home gt Business Accounts gt PORTAL 18 5472 Modify Business Account Portal User URN PU029479 eManifest Portal Help and Support OZ Log out Request Update to Business Information Request Update to Business Information All fields ar
132. t to the CBSA i Figure 6 17 Trade Documents tab Draft Documents tab Column Headings Figure 6 18 Trade Documents tab Draft Documents tab ss Figure 6 19 Trade Documents tab Combined Highway Document P Figure 6 20 Trade Documents tab Draft Document Customized List Tab cccccccceceesee tsetse eens eseees Figure 6 21 Trade Documents tab Draft Document Save Customization 0 c cccccccceceesee tsetse teneeeees Figure 6 22 Trade Documents tab Submitted Documents tab Highway Conveyance Documents Figure 6 23 Trade Documents tab Submitted Documents tab Highway Cargo Documents Figure 6 24 Trade Documents tab Status History Highway Conveyance Document 0 cc te PROTECTION SERVICE INTEGRITY 7 of 147 Figure 6 25 Trade Documents tab Submitted Highway Conveyance Document Status 61 Figure 6 26 Section 12 1 REDOPt csc scsessssscssessessssiesssssseveeys ssvassesnsiseaesnesseessesisseaesersssesveerees 82 Figure 6 27 Trade Documents tab Search Submitted Trade Documents c1ccccccecesee esses eet eens eneees 83 Figure 6 28 Trade Documents tab Submitted Trade Documents Search Results 64 Figure 6 29 Trade Documents tab Customize List View z Figure 6 30 Trade Documents tab Submitted Highway Conveyance Document Edit Document 89 Figure 6 31 Tr
133. tal Canad Business Accounts My Profile Home gt Business Accounts gt PORTAL 17 2471 Portal User URN PU029479 eManifest Portal Help and Support Log out Messages Trade Documents Lookups User Access Status History Cargo Control Number CCN _247102 04 2013 002 Document Type Highway Cargo Document Carrier Name PORTAL 17 Carrier Code 2471 Matched Effective Status Accepted 2013 04 02 08 47 Status History 1 2 Date Time v Status Message 2013 04 02 08 47 Accepted This Cargo Document has been accepted by the CBSA 2013 04 02 08 47 Submitted This Cargo Document has been submitted to the CBSA Show Trade Document Shortcuts Status History Details Date Time 2013 04 02 08 47 Status Accepted Message This Cargo Document has been accepted by the CBSA Print Download Status History PDF 12711 lt Back Preferred Time Zone Eastern Figure 6 24 Trade Documents tab Status History Highway Conveyance Document PROTECTION SERVICE INTEGRITY 79 of 147 S f Rad d Section Description For all Trade Documents provide the following information e Trade Document Number CRN or CCN Type of document Cargo or Conveyance Client Identifier Carrier Code and Effective Status 4 Trade Document For Cargo Trade Documents only the following additional Information information is provided e Matched Yes or No If your Highway C
134. teal Canada Border Agence des services Services Agency frontaliers du Canada LA i Ne t al b D A vee eManifest Portal User Guide Version 2 0 PROTECTION SERVICE INTEGRITY Canada Revision History Changes Made By Date Changes Made Version Changes Made September 2012 1 0 Published to the CBSA website CBSA Business Transformation and Integration Team October 2012 1 1 Updates made to the eManifest Portal CBSA The Portal Team Overview chart sections 2 1 2 2 1 2 2 2 2 2 3 2 3 2 4 2 5 1 and figure 2 1 June 2013 2 0 Updates made to the eManifest Portal CBSA The Portal Team Overview chart sections 1 0 1 1 1 2 1 3 1 4 1 5 1 6 2 1 2 2 2 2 1 2 2 2 2 2 3 2 4 2 5 2 5 1 2 5 2 2 5 3 2 5 4 3 1 4 1 4 2 5 1 5 2 5 3 5 4 6 0 6 1 6 2 6 3 6 3 1 6 3 2 6 3 3 6 3 4 6 4 6 4 1 6 4 2 6 5 6 5 1 6 5 2 6 5 2 1 6 5 2 2 6 5 3 6 5 4 6 6 6 7 6 8 6 8 1 6 8 2 6 9 6 10 7 0 7 1 7 2 7 2 1 7 2 2 7 2 3 7 3 7 3 1 7 3 2 7 3 3 7 3 4 7 4 7 5 8 0 8 1 8 2 9 0 9 1 9 2 9 3 10 0 10 1 10 1 1 10 1 2 10 2 10 3 and to all the figures PROTECTION SERVICE INTEGRITY 2 of 147 eManifest Portal Overview Account Registration Obtain a credential e Apply for a Shared Secret Portal Log In User ID Password Create Trade Document Submit Trade Document to the CBSA Submission Rejected b
135. tor Plate Province State Nova Scotia Tractor Plate Country Canada Eat lt lt Back Preferred Time Zone Eastern Show Trade Document Shortcuts Figure 7 17 Lookups tab Tractor Lookup Details 4 Select Delete see Figure 7 17 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 Delete Tractor Lookup x Are you sure you want to permanently delete this Tractor Lookup Figure 7 18 Lookups tab Delete Tractor Lookup PROTECTION SERVICE INTEGRITY 128 of 147 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 eManifest Portal Business Accounts My Profile a Home gt Business Accounts gt PORTA 2471 Portal User URN PU029479 eManifest Portal Help and Support url Log out LESSEN Trade Documents Lookups User Access
136. tted Documents list filtering default in the Trade Documents tab with the Customize Trade Document Tab function By default the Submitted Documents List filtering is set to All Current Highway Conveyance Document PROTECTION SERVICE INTEGRITY 72 of 147 I 4 V lt M N d 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 Effective status All Rejected Accepted Reported Updating Acquitted and Cancelled Status Current or Historical and Trade Document type Highway Conveyance Document and 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 Up to 500 of your most recent Submitted Trade Documents will be displayed for each document type based on the Status Date and Time of the Trade Document When you select the Submitted Documents tab the list of documents shown by default is the current Highway Conveyance Documents for
137. unt 18 2 5 2 Creating a Business Account 21 2 5 3 Adding users to the Business Account 28 2 5 4 Assigning user roles and statuses nnen 30 3 0 Using the Portal 34 3 1 Navigating the Portal seen 34 4 0 System Messages iii 36 4 1 Viewing System Messages ccceeeeeeessececeeeeeeseeeeeeeeeeeeeaaaeeeeeeeeteeeaaaeeeeseseeeessaaeeeees 36 42 Navigating System Messages 37 50 Useful LinKS 5 22228588 0 An RO Less 38 5 14 Opening a Useful Links teed na reeds siii ianiai aa iaa 38 5 2 Creating a Useful Link sise 41 5 3 Modifying a Useful Link ss 43 54 Deleting a Useful Link ss 44 6 0 Trade Documents ccccecsececeeneeeeensceenseeecenseeeanseseesneeseaneesesesseonaeessas 46 6 1 Types of Trade Documents created in the Portal 46 6 2 Navigating the Trade Documents tab 48 6 3 Creating a Trade Document Highway Carriers ne 50 6 3 1 Creating a Trade Document Highway Carriers 50 PROTECTION SERVICE INTEGRITY 4 of 147 V 4 al gt D d 6 3 2 Creating a Combined Highway Document ccceeeeeeeeeeeeeeneeeeeeeeeeeeenneeeeeeeeees 53 6 3 3 Creating a Highway Cargo Document 57 6 3 4 Creating a Highway Conveyance Document 59 6 4 Draft Documents tab 67 6 4 1 Completing a Draft Trade Document 69 6 4 2 Customizing the Draft Docu
138. unts Modifying a business account 2 The Modify Business Account page will be displayed PROTECTION SERVICE INTEGRITY 146 of 147 3 Select Delete Business Account see Figure 10 8 eManifest Portal Canad Business Accounts My Profile Home gt Business Accounts gt PORTAL 17 2471 Modify Business Account Portal User URN PU029479 eManifest Portal Help and Support Log out Modify Business Account Account Owner Information Business Information First Name Portal Family Name User Account Owner Information Position Title Owner E mail Address portal_shared_secret_portail_secret_partage cbsa asfc gc ca Show Trade Document Shortcuts Telephone Number 6135555555 Telephone Extension Fax Number Address Ottawa Ontario City Ottawa Country Canada Province State Ontario Postal Zip Code AA 1A1 Delete Business Account lt Back Preferred Time Zone Eastern Figure 10 8 Business Accounts Deleting a business account 4 A Business Account Deletion confirmation message will appear select Yes see Figure 10 9 Delete Business Account x Are you sure you want to delete business Account PORTAL 17 2471 from the eManifest Portal Note All users including yourself will no longer have access to this Business Account in the eManifest Portal Figure 10 9 Business Accounts Delete Business Account confirmation message 5 A Busin
139. ur URN email address and family name with other eManifest Portal users wishing to grant you access to their Business Account s For more information please visit the eManifest Portal pages of the CBSA Web site at http cbsa asfc gc ca prog manif portal portail eng htm Thank you Note Please do not reply to this e mail as this account is intended for outbound e mails only 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 You will need e Client identifier CBSA issued CBSA issued Shared Secret and e Portal User Account Before you start If you are the authorized representative of your company you may create your company s Business Account in the Portal By creating your Business Account you become the Account Owner There is only one Account Owner for each Business Account You may set up more than one Business Account if you represent more than one business Each Business Account must have a unique client identifier and Shared Secret Start at eManifest Portal Welcome page see Figure 2 7 1 Select Business Accounts see Figure 2 7 PROTECTION SERVICE INTEGRITY 21 of 147 sd eManifest Portal Business Accounts My Profile Portal User URN PU029479 Home gt Business Accounts Manifest Portal Help and Support Log out Welcome Portal allows you to acce
140. ur default Submitted Documents List filtering preferences by selecting the Effective status All Rejected Accepted Reported Updating Acquitted and Cancelled Status Current or Historical and Trade Document type Highway Conveyance Document and Highway Cargo Document see Figure 6 29 3 Select Save see Figure 6 29 4 Select OK to save your customized settings PROTECTION SERVICE INTEGRITY 87 of 147 CA SE 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 PROTECTION SERVICE INTEGRITY 88 of 147 4 Select Edit Document see Figure 6 30 eManifest Portal Canada Business Accounts My Profile Home gt
141. ure 9 9 eManifest Portal Canad Business Accounts My Profile Home gt Business Accounts gt PORTAL 17 2471 Portal User URN PU029479 Manifest Portal Help and Support A Log out Messages Trade Documents Lookups User Access User Access Add User Users 1 1 of 1 Eamily Name 4 First Name URN User Role User Status User Portal PU029479 Account Owner Active Show Trade Document Shortcuts Preferred Time Zone Eastern Figure 9 9 User Access tab User Access Account User Removed PROTECTION SERVICE INTEGRITY 139 of 147 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 eManifest Portal Canada Business Accounts My Profile
142. wner 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 An Account Owner is a user role in the Portal that has the unique ability to register and update the Business Account The Account Owner has different access privileges depending on his business type They are defined as follows Highway carriers and freight forwarders can view create and edit Trade Documents Lookups and Useful Links grant access and assign user roles to other users in the Portal and view System Messages Manifest Forwards Received Documents prescribed information Lookups and Useful Links in its associated Business Account Account Owner Brokers and warehouse operators can view System Messages Manifest Forwards Received Documents prescribed information Lookups and Useful Links in its associated Business Account The Proxy Account Owner is a user granted privileges by an Account Owner Highway carrier and freight forwarder Proxy Account Owners are granted the ability to view create and edit Trade Documents Lookups and Useful Links grant access and assign user roles to Portal Users and view S
143. y the CBSA CBSA Verification Submission Accepted by the CBSA e Print Download Lead Sheet e Save Download Documents Proceed to the Border PROTECTION SERVICE INTEGRITY 3 of 147 See Section 2 1 See Section 2 4 See Section 6 3 See Section 6 5 See Section 6 8 eManifest Portal User Guide Table of Contents 1 0 Introductions tensreememenanamaneanataninnens intel ones 10 1 1 Whatis in this Guide nratas EEA AREE EAEE 10 1 2 Technical requirements eene ntt eeee eenen taeeeetennnnaeesennnnaneerennnnnaeene 10 t3 Client Suppose EL Sed i ae aca 11 1 4 Features used in this Guide eee ceeeeeeeeeeeeeeeneeeeeeeeeeeeeeaaeeeeeeeeeeeeenaaeeeeeeeeeeeenaaeeeees 12 1 5 Symbols used inthe Portal za pente iana ieaiai 12 1 6 Other reference information cccceeeeeeeeeeeeeeeneneeeeeeeeeeeeaeeeeeeeeeeeeenaaeeeeeeeeeeeeeaaeeees 13 2 0 Getting Started svisssccccistiescnuiiicceecerestiriieenniieieddatieerenniiieeeettt 14 2 1 Getting Set up inthe Portal nt udti aidie dita 14 22 Before starting ssrin riana aA r a E Ea EEEE EAEE 15 2 2 1 Credentials ss a E 15 2 2 2 Client Identifier ss 15 2 2 3 Shared Secrets 52 Dan NOR te se 15 2 3 Obtaining a Credential eee 16 2 4 Logging in to the Portal sise 16 2 5 AC COUNTSOU UP detec cenecdedats ccdsceaenus cote ceepetiedaneeiiewuie gad eneuogeiee site gauiecausgedienetegelecenegeaenatiens 18 2 5 1 Setting up a User Acco
144. y Cargo Document This section outlines the steps for creating and submitting a Highway Cargo Document to the CBSA Order of submission All Highway Cargo Documents must be submitted to and accepted by the CBSA before submitting the Highway Conveyance Document to which the cargo will link Failure to do so will lead to a rejection of your Highway Conveyance Document by the CBSA The cargo will not link if your Highway Conveyance Document is an empty conveyance or only carrying goods qualifying as an exception If a Highway Cargo Document is created using a previously submitted CCN the system will reject the Trade Document as a duplicate The document will then be available on the Submitted list Users can only resubmit the document to the CBSA once they have modified the CCN 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 eManifest Portal Canada Business Accounts My Profile Home gt Business Accounts gt PORTAL 17 2471 Portal User URN PU029479 eManifest Portal Help and Support Log out ee Trade Documents Bee yg REINE Create Trade Document Note You have space to save 100 Draft Trade Documents for this Business Account v Select the type of Trade Document you want to create LE sae a Peat eee Z Highway Cargo Document ambi
145. y unless otherwise specified Note Selecting a or l icon displays related help information in a new browser window First Name Family Name E mail Address Re type E mail Address Telephone Number Telephone Extension optional Preferred Time Zone Select Time Zone Preferred Language of Correspondence English o French Figure 2 4 Create User Account page PROTECTION SERVICE INTEGRITY 19 of 147 4 Select Continue see Figure 2 5 eManifest Portal Canada Business Accounts My Profile Home gt User Account Created Portal User URN PU029479 eManifest Portal Help and Support 1 Log out User Account Created Your eManifest Portal User Account has been created and your profile information has been saved An email has been sent to the address you provided to confirm your registration User Reference Number URN PUQ29479 Creation Date Time 2013 03 09 13 58 30 Please note that your URN is a unique number that is associated with your User Account You should share your URN family name and email address with other eManifest Portal users so that they may grant you access to their Business Account s Note An icon next to a link or button indicates that when that link or button is selected the information will be displayed in a new browser window Print Download User Account Information O PDF 33KB If you have any questions regarding your User Ac
146. ystem Messages Manifest Forwards Received Documents prescribed information Lookups and Useful Links in the associated Business Account Proxy Account Owner Brokers and warehouse operators can view System Messages Manifest Forwards Received Documents prescribed information and Useful Links in its associated Business Account PROTECTION SERVICE INTEGRITY 28 of 147 The Account User is a user granted privileges by an Account Owner or a Proxy Account Owner Highway carrier and freight forwarder Account Users are granted the ability to view create and edit Trade Documents Lookups Useful Links and view System Messages Manifest Forwards Received Documents Account User prescribed information Lookups and Useful Links in the associated Business Account Brokers and warehouse operators can view System Messages Manifest Forwards Received Documents prescribed information and Useful Links in its associated Business Account The Account Browser is a user granted read only access privilege by an Account Owner or Proxy Account Owner in the associated Business Account Highway carrier and freight forwarder Account Browsers are granted the ability to view Trade Documents Lookups Useful Links System Messages Manifest Forwards Account Browser Received Documents and Useful Links in the associated Business Account Brokers and warehouse operators can view System Messages Manifest Forwards Received Documents

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