Unionline Tutorials

To help you get the most out of Unionline, we offer the following Unionline Tutorials below.

Mobile Dashboard & Navigation

Unionline Dashboard

An overview of Unionline Dashboard Gadgets.

Unionline Mobile Navigation

Navigate through the Unionline mobile environment.

Registration

Unionline Access Request - Individual Subscriber

How to request, modify and/or terminate Unionline access for an individual subscriber.

Unionline Access Request - Agent Access

How to request, modify and/or terminate Unionline access for an agent company.

Unionline Access Request - Direct Connect

How to request or terminate access for Unionline Direct Connect.

Contracts

Direct Purchase Contract Detail

How to view contract details for Direct Purchase contracts.

Direct Purchase Contract Acceptance

How to view and electronically sign Direct Purchase contracts.

Distribution Contract Detail

How to view contract details for Distribution contracts.

Distribution Contract Acceptance

How to view and electronically sign Distribution contracts.

Storage and Transportation Contract Detail

How to view contract details for Storage and Transportation contracts.

Storage and Transportation Contract/Confirmation Acceptance

How to view and electronically sign Storage and Transportation contracts or confirmations.

Contact & Address Information Changes

How to request changes to a contract's contact or address information.

 

Invoices

Direct Purchase Banking Information

How to view and update financial institution information used when processing payments for remittances.

Direct Purchase Invoices - ABC

How to view and download current and historical Direct Purchase contract invoices for ABC contracts.

Direct Purchase Invoices - BT

How to view and download current and historical direct purchase contract invoices for BT contracts.

Distribution Invoices

How to view and download current and historical Distribution contract invoices.

Storage & Transportation Invoices

How to view and download current and historical Storage and Transportation contract invoices.

Paperless Invoicing - Enrolment

How to enrol in Paperless Invoicing as well as manage an invoice notification contact person's information.

Paperless Invoicing - Cancellation

How to cancel Paperless Invoicing as well as remove an invoice notification contact person's information.

 
 

Nominations

Confirmations

How to perform pipeline to pipeline confirmations.

Create a Nomination

How to create a new Nomination.

Edit and Copy a Nomination

How to edit and copy a Nomination.

Multiple Nominations

How to copy, edit and submit multiple Nominations.

Name Change Matching

How to perform name change matching functionality.

Searching Nominations

How to search for a Nomination.

Nomination Status

How to show Nomination status.

Profiled Nominations

How to attach a profile to your Nomination.

 

Balancing

Balancing Transaction Request

How to request new Balancing Transactions and view recent and historical transactions.

Recent Balancing Transactions

How to view recent Balancing Transactions.

 

Measurements

Direct Purchase Measurements

How to download consumption for Direct Purchase accounts.

Distribution Measurements

How to view and download consumption measurement for Distribution accounts.

Reports

Direct Purchase Status Report

How to view and download Direct Purchase Status reports.

Direct Purchase Status Summary

How to view and download Direct Purchase Status Summary reports.

Direct Purchase Checkpoint Action

How to view and download Checkpoint Action reports.

Consumption Comparison Report

An overview of the Consumption Comparison Report that accompanies Bundled Transportation contract renewals.

 

File Transfer

File Transfer Submit/Receive and History

How to upload and view consumer account transactions and notifications not governed by GDAR.

 
 

Access Administration

View/Edit Existing Subscriber Access

How to authorize (view, edit and approve) Unionline access details for subscribers (employees and agents) from/of your company.

 
 
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