Client Tool Kit

For customer support, click here and complete the inquiry form
Log on to Cofanet! (Cofanet Account Required)

Downloads

Guides

CofaNet Essentials User Guide: The Basics

This guide will illustrate how to use the basic CofaNet Essentials platform, including portfolio management, company search, requests and exports.

(PDF - 3.43 MB)

CofaNet Essentials FAQs

Frequently asked questions about CofaNet Essentials

(PDF - 114.77 kB)

CofaNet Essentials 3.5 Updates

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

(PDF - 1.15 MB)

CofaNet Essentials 3.5 Basics

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

(PDF - 3.17 MB)

CofaNet Essentials User Guide: Bulk Actions

Learn how to manage multiple products via a single file.

(PDF - 389.10 kB)

CofaNet Essentials Guide: Adverse Information Declaration

An introduction to the Adverse Information Declaration form

(PDF - 146.18 kB)

Customer Field Import Guide

Learn how to add your identifiers to Cofanet with a single file

(PDF - 450.99 kB)

Extension of Due Date: Getting Started Guide

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

(PDF - 853.17 kB)

CofaMove : Getting Started Guide

Learn how to start using the CofaMove app

(PDF - 886.51 kB)

Cofanet Services Terms and Conditions

The current services terms and conditions as found on your Cofanet account

(PDF - 64.93 kB)

CofaNet Guide: TopLiner

TopLiner is an optional module allowing you to buy more cover from Coface in cases where our risk-underwriters have provided you with a restrictive credit limit decision, be it a partial credit limit, a reduction, a refusal or cancellation.

(PDF - 1.48 MB)

Forms

Guides

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

NOA FAQs

Notification of Overdue Accounts Frequently Asked Questions

(PDF - 127.91 kB)

NOA User Guide

A step by step guide to help you get started using the NOA function.

(PDF - 2.64 MB)

Claim Filing Guide

Step by step instruction on filing a claim with Coface.

(PDF - 605.39 kB)

Importing and Attaching Files in NOA

How to Import Invoices and Payments and Attach Supporting Docs to your NOA. Revised 6/25/18

(PDF - 259.55 kB)

Claims Filing Guide Letters Canada

(DOC - 14.19 kB)

Forms

Notification of Claim Form (pdf)

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

(PDF - 38.43 kB)

Notification Forms Instructions (doc)

Step by step on completing Coface notification forms.

(PDF - 52.48 kB)

Notification of Overdue Account Form (pdf)

(PDF - 156.42 kB)

Guides

Sales Declaration User Guide

How to get started using the online Sales Declaration utility

(PDF - 1.46 MB)

Messages In Cofanet Regarding Sales Declarations

Explanation of the Sales Declaration Messages

(PDF - 283.86 kB)

Forms

Sales Declaration Form (pdf)

(PDF - 81.78 kB)

Guides

Policy Master Getting Started Guide

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

(PDF - 851.92 kB)

...

Top

About Coface

News and Publications

Contact us

Client Tool Kit

Downloads

Guides

Forms

Guides

Forms

Guides

Forms

Guides

...

About Coface

News and Publications

Contact us

Our Offer

Economic studies