PORTAL GUIDE
Contents
Icons in this Guide ......................................................................................................................................... 2
The Website .................................................................................................................................................. 2
Logging In ...................................................................................................................................................... 2
Advice on Email Addresses ....................................................................................................................... 2
Login Types ............................................................................................................................................... 3
Step-by-Step Login .................................................................................................................................... 4
Core Information........................................................................................................................................... 7
Case News ................................................................................................................................................. 7
Details of the Proceedings ........................................................................................................................ 7
Details of the Insolvency Practitioners ..................................................................................................... 8
Case Contacts ............................................................................................................................................ 8
Viewing Documents ...................................................................................................................................... 9
Viewing Individual Documents ................................................................................................................. 9Requesting All Documents ...................................................................................................................... 10
Viewing Meeting or Decision Details .......................................................................................................... 11
Creditors...................................................................................................................................................... 11
Notifications ................................................................................................................................................ 11
Updating Contact & Bank Details................................................................................................................ 12
Updating Contact Details ........................................................................................................................ 12
Opting Out............................................................................................................................................... 13
Updating Your Bank Details .................................................................................................................... 14
Lodging a Claim ........................................................................................................................................... 15
Submitting Evidence ................................................................................................................................... 18
Check Claim Status ...................................................................................................................................... 21
Status Meaning ....................................................................................................................................... 22
Participating in Meetings or Decisions ....................................................................................................... 23
Meetings – Virtual or Physical or Decision by Correspondence ............................................................. 23
Decisions – Deemed Consent.................................................................................................................. 27
Decisions – Vote ...................................................................................................................................... 30
Email a Question ......................................................................................................................................... 31
Questionnaires ............................................................................................................................................ 33
Reviewing Questionnaire Submitted ...................................................................................................... 35
Further Help ................................................................................................................................................ 36

Page 1 of 36

ICONS IN THIS GUIDEThe warning triangle will appear if
you need to take care over aparticular task or pay particularattention to it.

This will give a hint, tip orsuggestion in order to help
you.
Whether or not a particular task can be done
depending on the method of logging in used:
Unique Login

General Login

Green arrows point to aparticular area of a screen shot

Yes itcan bedone

No it
can't bedone

THE WEBSITE
https://www.ips-docs.com/

You may wish to print this Portal Guide inorder to help you as you access the Portal.
Please be aware that the Portal works better on some web browsers than others. If at any
point the features do not appear to be working, try a different web browser first.

LOGGING IN
Advice on Email Addresses
It is recommended that you utilise a central email address or an insolvency specific email address thatseveral people at your organisation will be able to review and see. This means that in the event of
employee / user absence, the mail box is always covered by someone else.
The Insolvency Practitioners may be choosing to simply publish documents on the Portal rather than
individually posting them, and a centralised email address at your organisation ensures that no documentsor potential deadlines are missed.

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Login Types
There are two possible methods of logging in.
Unique General
Login
Login

Ideally you will want to use your Unique Log in because it will allow you to do so much more within the
Portal:Unique Login

General Login• Find details about the proceedings• Find contact details for the
Insolvency Practitioners• Obtain published documents• See when Decisions or Meetings
have taken place• See the list of creditor names• Sign up for email notifications forwhen something new is published• Update your contact details• Update your banking details• Lodge a claim• Participate in a decision procedureor meeting• Suggest alternative resolutions• Answer questionnaires• Ask questions of the Insolvency
Practitioner• Submit documents to the Insolvency
Practitioners• Find details about the proceedings• Find contact details for the
Insolvency Practitioners• Obtain published documents• See when Decisions or Meetings
have taken place• See the list of creditor names• Sign up for email notifications forwhen something new is published

The Unique login will allow you to do so much more. But it will be unique to you and the particular
proceedings (e.g. liquidation). You are advised to not share your unique log in details with anyone else.
Either way, the password is what is key and will determine whether you have unique access or generalaccess.
You can request your Unique Login details at any point from the Office Holder’s office. Their contact
details are found in “Further Help” below.

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The rest of this guide will provide screen shots, etc. as if theunique password has been used. Although the relevant
sections will still apply if a General password has beenutilised.
At the start of each section within this guide you will see an
icon that will advise you whether the particular action canbe done with each type of Login:

Unique Login

General LoginYes itcan bedone

No it
can't bedone

Step-by-Step Login
Go the Creditor Portal website

https://www.ips-docs.com/

You will see the following:

Click on the padlock to login
Click Here

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This will provide you with thefollowing:Enter the case nameor(ideally) the Case Code log in
you have been provided withEnter the password (ideally yourUnique login password)
The case (if found) should tell
you the name of the Insolvency
Practitioner firm looking after
the proceedings.

Tick the box that says “I’m not a
robot”
You will then get a screen toverify that you are indeed aperson using a variety ofmethods (for example, selecting
relevant pictures).
Once you have successfullycompleted this, you will need toclick [Login]

Click here

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If you are using your Uniquelogin, your / your organisation
name will now appear in theName box.
You will need to enter an email
address and select whether you
wish to subscribe for e-mailnotifications.
Please read the section above
on Advice on Email Addresses.
You will then be emailed a 6
digit pin code to enter into thedata box
You can also get the pin code
via SMS or change the e-mailaddress№ of Days Pin is valid for

We advise you to use the drop
down menu to increase thenumber of days this pin code
will be valid for.

Click on [Confirm]

Click here

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You will then see the following
page relating to you (if you haveused your Unique login details)
and the proceedings:

From this point forwards you will have several tasks that you can do and obtain much information about
the proceedings.

CORE INFORMATION
Unique Login

General Login

All of the data that follows will be seen no matter which Login isused.

Yes thiscan bedone

Yes thiscan bedone

Case NewsIf the Office Holder has any news they wish to share/highlight this will appear at the top of the page andmay appear as follows:

You will also be able to see the name of the case and the type of proceedings at the top of the screen, as
above.
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Case Details
You will be able to see:

Case codeDate of Office Holder’s appointment

Case address (unless it has been protected by theutilisation of a specific type of court order)

Case contact email address and telephone number

Details of the Insolvency Practitioners

You will be able to see:

Insolvency Practitioner’s(s’) names

Company name & Logo

AddressTelephone numberE-mail address

Creditor Details
If logged in using your unique login, at this stage you will be able
to see:Your nameYour addressYour e-mail addressClaim Status

Claim amountPage 8 of 36



You will also have the ability to manage your details,
view or resubmit your claim and vote. This will be
expanded on later in the portal guide.

If you have any query about the proceedings,
initially ask the case administrator.
VIEWING DOCUMENTS
Unique LoginYes thiscan bedone

General LoginYes thiscan bedone

You can request individual documents, or you can request a link
to all documents published.

Viewing Individual Documents

After you have logged in either scroll
down to the Documents section or clickon [Documents] in the top menu

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You will see

To select an individual document toview instantly, click on the eye icon to
the right hand side of the document

Eye Icon

Alternatively, if you click on the
document name you will be asked tosupply an email address where the linkto the document will be emailed.

Upon receipt of the document, immediately"Save As" to a location of your own choosing.
Requesting All Documents
Click on the specific link andcomplete the email address
request form. You will be sent
an email containing links to all
documents published.
All Documents

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VIEWING MEETING OR DECISION DETAILSYou can view the basic times and dates of meetings and decisions using the General Login.
Unique LoginYes thiscan bedone

General LoginYes thiscan bedone

Claims, Votes and Proxy Forms can be submitted directly on the
Portal using your Unique Login details. See later in this Portal
Guide for “Participating in Meetings or Decisions” via the Portal.
However if you are just using a General Login, and you wish toparticipate in a decision process or meeting, you would have todownload the relevant documents [See “Viewing Documents”
above], complete the necessary paperwork and submit them bymail or email.

CREDITORS
Unique Login

General LoginIf the Office Holder has chosen to publish creditor names, you canview the names of the creditors involved in these proceedings.

Yes thiscan bedone

Yes thiscan bedone

NOTIFICATIONS
We would really like for you to stay informed about these proceedings. So every time a new document ispublished you would automatically receive a notification.
Unique LoginYes thiscan bedone

General LoginYes thiscan bedone

The Office Holder is highly likely to publish a Notice that indicates
all future documents will be published on the Creditor Portal,
without writing or emailing creditors specifically. It is a costeffective method of delivering reports, notices, etc.

If you complete your email address in the Notifications box andsubscribe, that email account will receive an email to advise you
when something new has been published.

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Enter your email address andselect [Subscribe]
Subscribe

UPDATING CONTACT & BANK DETAILS
Unique Login

General Login

Once you are logged into the Creditor Portal using yourUnique Login you may update your contact details.

Yes itcan bedone

No it
can't bedone

Updating Contact Details
You will see the current information that is held in the [Creditor Details] panel. This data may need
updating and / or adding to.
It is worth checking they are still correct.

The initial screen will look likethis:Page 12 of 36

You need to click [Manage My
Details]
Click here

You will then see a form tocomplete the details.
Please try to ensure there is anaddress, telephone number andreference number as aminimum.

There are two icons:
Save [This is the left hand icon]
Please save your contact details
first
Close … but before you close…
[SAVE]!
Icons

Don't forget to save your contact
details!
Opting Out
You have a right to opt-out of receiving the majority of Notifications. Some Notices will still be issued toyou irrespective of your decision to Opt Out.

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Ideally we do not want you to Opt Out as we would like you to stay involved in this process. But it is yourchoice, and there will be some information to read about Creditor Rights to Opt Out.
At the bottom of the screen issome information about optingout. Please read this carefully.
Should you wish to opt out fromreceiving information in relation
to these proceedings, then add
the tick to the box.

Opt Out tick box

We do not recommend that you
opt out, but you may choose.
Updating Your Bank Details
If the Office Holder allows you to update your bank details using their Unique Login, then this is possible.
Please note, that if the Office Holder has chosen to not let you update your bank details, then the [Creditor
Bank Details] button will not appear.

The initial screen will look likethis:
Click here

Enter your relevant bank details
onto the screen and click [Save]

Click Here

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Please then send your bank details on your official Letterhead either by Post or via“Submitting Evidence” (see below).
The Office Holder automatically gets notified that you have changed your bank details.
However, they will only approve them for use on a case once they have received your Letterhead
confirmation.
This is in order to help prevent any potential fraud.

LODGING A CLAIM
If you are owed money in these proceedings, you can lodge your claim and proof of debt via the Portal
using your Unique Login details.
Unique Login

General Login

Once submitted, the information is transmitted to
the Office Holder and you can keep track of theclaim progress by Check Claim Status (see below)

Yes itcan bedone

No it
can't bedone

After logging in with your Unique Log indetails, you can Submit your claim:

Click here

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You see:On the left hand side of the screen you
will see your contact detail (you cannot
amend them here – there is a link at the
top to take you to the section where
details can be amended – See“Updating Contact & Bank Details”
above).
You will need to complete the details on
the right hand side.

Work your way down the right handside of the Claim form until you get tothe bottom.

Keep going entering all the relevant
information, or stating “Not Applicable”
if that is the case.

You can save regularly using the [Save]icon.

If you wish to submit evidence tosupport your claim see “Submitting
Evidence” below. Please only provide
the evidence if the Office Holder
requests you to do so.

Save

Make sure you carry on scrolling to thevery bottom of the screen
After you have saved your claim form, abutton will appear AT THE VERYBOTTOMbelow
the submitting
documents section

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Click on [Submit Claim]
Your
claim
is
not
submitted until you haveclicked the [Submit Claim]
button.
Click Submit Claim

You will be asked whether you want tosubmit the claim
If you are ready to transmit the data,
Click [Yes]

You should receive the following
confirmation message:
Click [OK]If the screen does not automaticallyclose after submitting the claim, thenselect [Close]
Selecting [Close] without
clicking [Submit Claim]means that the form has
not been sent to the OfficeHolder.

Click Here to Close

Save your progress regularly, or you
may lose the information
Save everything again before you
close the screen

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SUBMITTING EVIDENCE
Once you have logged in using your Unique Login, and found your way to the “Lodging a Claim” (seeabove) section, you may wish to submit evidence to
Unique Login
General Login
the Office Holder.

Documents to be submitted MUST be in
PDF formats.

Yes itcan bedone

No it
can't bedone

Make sure all of your evidence issaved in a PDF format first.
This facility can be used to submit the following documents:
InvoiceProof of Debt FormBank Statement

QuestionnaireContract / AgreementStatement of Account

Opt Out Form

Committee Nomination Form

As you can see, the facility is not just for submitting evidence to support your claim.

You can submit evidence within the[Supporting Documents] section of theclaim screen.

You may only upload PDF documents.

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Click Here to Browse
Use the Browse button to find yourfile(s)

It is helpful if you tell us what thenature of the supporting documents are
by selecting from the drop down menu

The options are:


InvoiceProof of Debt FormBank Statement

QuestionnaireContract / AgreementStatement of Account

Opt Out Form

Committee Nomination Form

Click Here to Upload
Select [Upload]

Remember to [Save]

Click Here to Save

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Make sure you carry on scrolling to thevery bottom of the screen
After you have saved your evidence, abutton will appear AT THE VERYBOTTOMbelow
the submitting
documents section
Click on [Submit Claim]
Click Submit ClaimYour evidence is not
submitted until you haveclicked the [Submit Claim]
button.
This action will send everything to the
Office Holder.

You will be asked whether you want tosubmit the claim
If you are ready to transmit the data,
Click [Yes]

You should receive the following
confirmation message:
Click [OK]If the screen does not automaticallyclose after submitting the evidence,then select [Close]
Selecting [Close] without
clicking [Submit Claim]means that the evidence
has not been sent to the
Office Holder.

Click Here to Close

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CHECK CLAIM STATUS
This is where you can check to see how your claim is progressing, after logging in using your Unique Logindetails.
Unique Login

General LoginYes thiscan bedone

No thiscan't bedone

You can see the status of your claim
here

Claim Status

You can also view or resubmit yourclaim here

Click here

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Status Meaning
Status: Awaited•Please submit your claim electronically.
Status: Downloaded by Firm
•This means that the claim form has been started, but not yet submitted to the
Office Holder.
Status: Submitted•This means you have submitted your claim, the office holder is aware of yourclaim but has not yet processed it.
Status: Received•This means the office holder has received your claim. They are currently
evaluating it for admitting for voting and/or dividend purposes.
Status: Admitted•This means your claim has been admitted for dividend purposes. You do notneed to submit a further claim under this account.
Status: Admitted/Rejected•The office holder has agreed part of your claim and rejected the balance. You
will receive correspondence in relation to this.
Status: Rejected•The office holder has rejected your claim entirely. You will receive
correspondence in relation to this.

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PARTICIPATING IN MEETINGS OR DECISIONSThis section will guide you in how you may submit your vote(s) in a meeting or decision procedure using
the Portal.
Unique Login

General Login

You MUST have submitted a claim prior to being
able to vote using the Portal.
See “Check Claim Status” above.

Yes thiscan bedone

No thiscan't bedone

Meetings – Virtual or Physical or Decision by Correspondence
If you wish to participate in the meeting (which can be a virtual meeting, a physical meeting or a vote bycorrespondence) but either

not attend the meeting in person

nominate a person to act on your behalf

you may complete the proxy form electronically.
Please note that if this is a vote “By Correspondence” you will not be able to participate inany way APART FROM nominating the Chairperson as a proxy holder. The Proxy Form isessentially the Voting Form and you may complete it in the same way as for a Meeting.
EitherGo to the [Meetings] section
You will see a speech bubble icon to
the right hand side under the column
marked “Vote”

Click here

Click on the Speech Bubble.
OR

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Go to the initial creditor screen andclick [Vote]

Click here
You may be asked which meeting /decision process you wish toparticipate in.
Select the meeting
Click here

Click [Continue]

The form looks like this:The first section is for you tonominate your proxy holders.
Complete up to 3 names.

You can nominate up to three people aged 18 or over to be a proxy holder.

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You can nominate the Chairperson if
you wish.
If the decision is by Correspondence, the proxy holder MUST be the Chairperson.

Then each resolution is stated in agrey box …

… and you may select your voting
preferences accordingly.

You can even add your own
resolution if you wish to:Type in the box what you want allcreditors to express an opinion on:
Type your own resolution
ere

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Remember to click [Save] to close
the window

Click here

Click [Save]

Click here

Once you have saved your voting
instructions, you MUST SUBMIT
them

Click here
You will be asked “Are you sure?”
Click [Yes]Page 26 of 36

You should receive a confirmation
message:
Click [OK]Decisions – Deemed Consent
If there are Decisions to consider, then [Decisions] will appear in the top menu bar
The Deemed Consent process is very easy. If you agree to the decision being proposed, you DO NOT HAVETO DO ANYTHING!

Go to the [Decisions] section

If you wish to object to the Deemed
Consent decision click [I wish to
Object]Click here

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You then get a form to complete thatlooks like this:Click here
If you want to read some guidance
about objecting to a decision, click[posted here]

Please provide a reason for yourobjection. If you do not wish toprovide a reason, simply type a fullstop.

Type here

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Then click [Object]

Click here

You are asked to confirm yourdecision
Click here

Click [Yes]

You have a right to request a meeting or alternative decision process in relation to this decision.

If you don’t want to request ameeting or other decision process,click [Close]

Click[Close]Page 29 of 36

Alternatively, if you do, then you
must provide a reason for yourrequest…

Type reason for
meeting
request here

… then click [Request Meeting]Once you have participated in adecision you return to the main
decisions section and you can see
your decision here.

There maybe more than one
decision to consider.
Decisions – Vote
This method of decision making is simply a “Yes / No” option. There is no opportunity to submit
alternative decisions to consider. If you do try to modify the decision it will simply be treated as a “No”
vote.
Once you have voted, you cannot change your mind.

Click on [Vote] by the decision
procedure

Click here

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Please note that once
you have voted, you
cannot change yourmind.
Select your vote either [Yes] or [No]You can add comments if you wish.
You have a choice to [Close without
Voting] or [Vote]

Click here

You can [Request Meeting] if you
wish.
Once you have cast your vote, click[Vote]

You will be asked to confirm.
Click [Yes]

Click here
Confirmation should be received.

EMAIL A QUESTION
Unique Login

General Login

You are able to communicate with the Officer Holder andtheir team via the Portal.

Yes itcan bedone

No it
can't bedone

EitherPage 31 of 36

In the menu bar at the top select[More] then select [Questions]
Click here

Or

Scroll down until you reach the“Email a Question” section

Complete your queryType here

Click [Submit]
Click here

You will receive a confirmation
message
Click [OK]Your registered email address will receive a confirmation email containing your question.

Page 32 of 36

QUESTIONNAIRES
Unique Login

General Login

There are some standard questionnaires that you may
wish to complete in order to provide further information
to the Office Holder.

Yes itcan bedone

No it
can't bedone

Not all questionnaires will be capable of being seen, as it may depend on whether you are:Member /Shareholder

Creditor

Director

The types of Questionnaires potentially available

Creditor

Director

Member /Shareholder• Creditor's
Questionnaire• Retention of
Title
Questionnaire• Director's
Questionnaire• Member's
Questionnaire

But the approach is the same no matter what the questionnaire is.
Questionnaires can also be sent to specific contacts i.e. if a Retention of Title Questionnaire was submitted
by a particular supplier (Supplier “A”) and the Office Holder wants to ask some more questions about theanswers already provided, then a further questionnaire may be issued to only Supplier A so that no othercreditors / directors / members could actually see the questionnaire.

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In the menu bar at the top select[More] then select [Questionnaire]

Click here

You will see the following:

All questionnaires potentiallyavailable to you will be listed here.
Click on the [Open] questionnaire
item

Click here

Answer the questions. As you work
your way through the questionnaire
you may find other questions
appear depending upon previous
answers.
Questions marked with a [*] aremandatory. Others are optional.

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Save
Progress[Save Progress] is found at the topof the questionnaire

To submit the questionnaire click[Complete]
Click here

Reviewing Questionnaire Submitted

Return to the Questionnaires
section and you will now see thefollowing screen:

Click on the PDF icon under the“View” column
Click here

Page 35 of 36

You will get a PDF version of yourresponses provided that you may“Save As” to a file location of yourchoice.

FURTHER HELP
Please be aware that the Portal works better on some web browsers than others. If at any
point the features do not appear to be working, please try a different web browser first.

If you require further assistance, please contact the insolvency firm looking after the proceedings.

Page 36 of 36