1. Exchange LiveCards: LiveCards and RoloDesk are a great way to digitally exchange and store contact information with your professional & personal network within or outside Chaintrail.Com. Its free for life!

2. eSigned Credentials: Receive, Send or Upload eSinged and verifiable Credentials into ChainTRAIL.Com. All credentials are eSigned and verifiable by anyone you send them to.

3. Interact & Transact: Carryout actions like open bank accounts, eSign documents and many more as the ChainTRAIL.Com ecosystem rapidly expands.

4. New age Online Storage: As you send or receive credentials, transact and carryout your data to day interactions on ChainTRAIL.Com, you create an encrypted and secure online repository of your data. Think of this as a new type of eMail with data and attachments that are verifiable

1. Create your personal account by clicking on the link in the eMail you received from ChainTRAIL.Com initiated by your organization’s administrator or go to ChainTRAIL.com>Register>Individual

Tip: Remember to use your personal Email ID to create your personal account so you can access your personal account with all your eSigned personal credentials for life.

2. Once your personal account is created, you can go ahead and create your work account. Please go to the eMail received from ChainTRAIL.Com initiated by your organization’s administrator and click on the link provided within.

Congrats! Your work account is ready.

• Your Personal LiveCard is setup automatically based on information you entered at the time of creating your personal account.
• The Rolodesk Icon on top right corner will indicate if you have any pending incoming Rolodesk requests.
• To setup your Professional LiveCard, click on the ‘Edit’ icon on the Live Card (bottom right corner) to setup your information. Same can be don through My Profile> My Info.

• To exchange LiveCards, click on ‘Share LiveCard’ button as show in the screen grab above.
• Choose the person you want to share LiveCard with by typing their name and selecting from drop down.
• Tick the checkboxes of information you want to share
• In case the person you are sharing your LiveCard with is not currently using CT.Com, you can share your live card over eMail by clicking on “Sent via eMail”.

• Go the ‘Actions’ option in the Top menu bar and click on ‘Initiate Action’.
• Individual is preselected. Now please choose the ‘Action Type’ Option. Roll your mouse over the ‘Tip’ icon to understand the types in detail.
• Once you have decided the action type, please search for and choose the person you want to transact with. You can do this by typing name of the person you want to transact with.

• Please enter action expiry date. After this date the individual will not be able to complete the action nor will they be able to view the document(s) you share.
• Add documents from your Briefcase. Please note the document you need eSigned must be selected first.

• Please go the ‘Actions’ option in the Top menu bar and click on ‘Initiate Action’.
• Individual option is preselected. Please go ahead and choose ‘Institution’ instead.
• Please search for and choose the institution/business you want to transact with. You can do this by typing name of the Institution/Business you want to transact with.
• Once you have chosen the institution, actions that the institution is allowing will appear in the ‘Action’ drop down. Select the action you want to initiate.
• Once you select the action, name and designation of the person responsible to execute the action will appear automatically.

• Please enter action expiry date. After this date, the individual will not be able to complete the action nor will they be able to view the document(s) you share.
• Add documents from your Briefcase. Please note the document you need eSigned must be selected first.

• Once the receiver has performed action on the action you will be notified by eMail.

• Go the ‘Actions’ option in the Top menu bar and click on ‘ Issue Credential’
• Individual is preselected. P lease search for and choose the person you want to issue credential to . You can do this by typing name of the person you want to transact with.

• Please enter credential expiry date.
• Add Credential document you want to issue from your Briefcase. Please note you will be able to select only one document in order to issue credential.

• Please go the ‘Actions’ option in the Top menu bar and click on ‘ Issue Credential’
• Individual option is preselected. Please go ahead and choose ‘Institution’ instead.
• Please search for and choose the institution/business you want to transact with. You can do this by typing name of the Institution/Business you want to transact with.
• Once you have ch osen the institution, select ‘Miscellaneous’, from the ‘Action’ drop down.
• Once you select the action, name and designation of the person responsible to receive the credential will appear automatically.

• Please enter credential expiry date.
• Add Credential document you want to issue from your Briefcase. Please note you will be able to select only one document in order to issue credential.

• In case you are an administrator for your organization, please go the top menu and click on ‘Global Templates’ option within the ‘Library’ menu option.
• Click on ‘View’ to look through any template

• In case you want to use a template you can do so by clicking on ‘Save to Organization Repository’
• The chosen template is not saved in your organizations repository and can be edited.
• Save the template with a name your employees can understand and edit for future actions.

• In the organization’s Repository, employees can pick any template and edit it by inputting data as required and save a ‘Action Ready’ PDF document in their Briefcase.
• If it’s a legal te mplate, it gets saved in the legal folder within the briefcase and so on.

• Go the ‘My Profile’ option in the Top menu bar and click on ‘My Credentials’
  

• Now click on ‘Add Credentials’ to add your credentials. You can choose to add your credential in ‘Personal’, ‘Professional’ or ‘Academic’ categories

• Once you have entered your credential details, click on ‘Upload’.
• You will have to confirm that you are uploading authentic data before the system attaches your eSignture to the document.
• Once you confirm by clicking ‘Ok’, an eSignatureCode will be sent to your Email ID. After you enter the code in the confirmation box, your eSignature will be attached to the document and you will now have a self-attested digital credential in your CT.Com account that you can use in actions.

• When someone issues a credential to you, you will be notified via eMail as well receive alearts within application

• Click on the alert to view details of the credentials and view the credential itself. Once satisfied with the credential, click on ‘Accept’ to add to your CT.Com profile

• Select the credential category where you want to add this credential
• In case you choose ‘Professional or ‘Academic’, you can add this credential to a pre-existing association you have already created.
• You can also create a new ‘Professional’ or ‘Academic’ association on this screen