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Films · Teams, filing agents and clients

A filing agent asked to file for you — what to do

1:24

Played in YouTube's privacy-enhanced mode. Invented data — no customer's data is shown.Watch on YouTube

An agent asked to file for your company. Read what they asked for, choose what they may do, and accept — or decline.

In this film

  • The alert in the bell
  • Settings → Filing agents: the request and its note
  • Review and accept: files only, or runs the account
  • Decline — they are told without your name
  • Turn requests off in Workspace

Chapters

  1. 0:00A filing agent asked to file for you
  2. 0:17Harbour EDI Services asks to file for you
  3. 0:27Settings → Filing agents
  4. 0:44Review and accept
  5. 0:56Accepted — Harbour files for Omega now

Read it instead

The SCMTR reference pages this film walks through — free to read, no sign-in.

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SCMTR filing, checked before ICEGATE sees it

CSN, SAM / SDM and export SCX for forwarders, consol agents and shipping lines — every check before you sign.

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