Staff Guides

New Appointment Checklist

Learn the steps involved in setting up and configuring a new matter.

View Checklist

Meeting Checklist

Learn the process for preparing for a meeting of creditors and tabling resolutions.

View Checklist

Setting up a matter

Creating a matter, opening and closing it, and the settings on its Matter Configuration page that shape the portal creditors see: details, branding, Creditor IDs, custom text, reports, frequently asked questions, FX rates and weekly notifications. Start here, with the new appointment checklist, for a new appointment.

What creditors are asked for

The Matter Configuration settings that decide what a creditor is asked for and can do on a matter: creating their own account, accepting terms and conditions, uploading supporting documents, asking questions, giving payment instructions, and verifying their mobile and identity. Each article says how to switch the setting on and what the creditor then sees.

Creditors

Adding creditors one at a time or by uploading a template, finding a creditor and reviewing their record, exporting creditor information, and deleting and restoring creditors. Passcodes for new creditors are covered under adding creditors.

Proofs of debt and voting

Setting up polls (the resolutions creditors vote on) and the chairperson's vote, admitting proofs of debt for voting and locking debts, reading a poll's outcome, downloading the votes, and archiving polls. For what the law says about voting and proxies, see the categories marked explained.

Meetings

Running a meeting of creditors in EXAD: the meeting checklist, creating and hosting a meeting, phone dial-in details, observers, recording attendance and exporting the register, linking concurrent meetings, and adjourning and archiving meetings.

Working across many matters

Making the same change across a group of matters at once: creating a group, seeing how its matters are going, uploading changes to creditors, meetings, polls and settings for every matter in it, reports and blurbs, and the downloads for the whole group.

Your account and your firm's staff

Logging in to the staff portal, setting up your password and two-factor authentication, and resetting either when you have lost it.