North American Agreements #
Trade Document Response Request #
The Copper Hill team will contact the user on behalf of a mutual client to gather trade documentation responses that support the determination of country of origin and eligibility under applicable trade agreements. Using the web-based platform CH Connect, users can enter product-specific information and generate certificates for the items they supply. This streamlined interface is designed to simplify the submission process and ensure accurate documentation aligned with compliance requirements.
The process begins with an email sent from noreply@copperhill.com, which the user should save as a known sender to ensure proper delivery. The email will include the name of the mutual client and a list of parts requiring the user’s input. The subject line will reference the mutual client’s name, the vendor identification code used by the client, the user’s company name, and the relevant trade agreement(s).
Attached to the email will be a template listing the parts pending support, along with guidance on how to complete the document compliantly. A link within the email will direct the user to a CH Connect session tailored to the specific parts they are supplying. No sign-in is required to access the session.
Trade Document Response Template #
The Excel template is populated with drop down options and tool tips to help you through the process. Use the Template tab to complete part/FTA specific details (Columns: Supplier HTS, FTA Status, Origin Criteria, Certificate Indicator, Qualification Method, Country of Origin, and Accumulation Value). The Company Information tab will contain your company details we have on file. If any updates are needed, please make changes accordingly.
Example of Origin Criteria Tool Tip.
Note that any cell marked with a green corner has a tool tip.
Trade Document Response #
After completing the Excel template and accessing the solicitation link, the user will be prompted to indicate whether they are the producer or exporter of the items requested by the customer. Based on the selection, the user must upload the completed Excel file either by clicking Browse Files or by dragging and dropping the file into the designated area.
If the user has been solicited for more than one Free Trade Agreement (FTA), the appropriate template should be uploaded using the Select FTA dropdown menu.
Once the correct template has been selected, the user can click Next to initiate the validation process.
Trade Document Response Validate #
After uploading the appropriate template, the system will automatically validate the user’s responses. If any validation errors are present, icons will appear within the affected rows. Hovering over these icons will display additional details about the error and guidance on how to resolve it. Users can make corrections directly within the on-screen grid. If not all errors can be resolved immediately, the user may choose to proceed with only the validated rows.
Once all edits are complete, the user can click Next to continue. For additional guidance, blue tooltips are available throughout the interface and can be hovered over to learn more about each column. To streamline data entry, users can also use the orange fill-down arrow to populate an entire column with consistent values.
Rows with unresolved validation errors will be excluded from your response. You can utilize the same link and template to provide additional responses when available.
Hover over individual red error icons to view additional details regarding the row validation error and how to resolve it.
Trade Document Response Sign #
After completing edits to the response data, the user should proceed to Signer Information. Company details will be automatically populated based on the Excel template previously uploaded. Fields marked with an asterisk (*) are mandatory and must be completed before submission. The user will have the option to either submit an electronic signature directly within the system or upload a signed document as an attachment.
Select one of these two signature options to proceed.
If you’re not ready to submit, download your populated template to pick up where you left off.
Trade Document Response: e-Signature #
If you select the e-Signature option, you will be prompted with a space to input your signature. Continue to next step.
Once signer details and the signature have been added, the system will present a PDF preview of the completed document. If any changes are needed, the user can return to the previous section to make edits. When satisfied with the content, the user can click Next to continue and submit the document.
It is recommended that the user downloads a copy of the finalized document for their records before submission. Submission should be completed once all required information has been reviewed and confirmed.
Trade Document Response: Upload Signed Document #
If the user selects the Upload Signed Document option, they will be able to upload a signed certificate and also download an unsigned version for their records. This feature may also be used to download an unsigned certificate, apply a physical signature, and then upload the signed version using the drag-and-drop area provided. If any edits are needed, the user can click back to return to the previous section to make changes.
In cases where the user is unable to sign immediately, there is an option to finish later. By entering an email address, the user will receive a copy of the completed template along with the unsigned certificate. Once the signed document is available, the user can use the link provided in the email to upload and complete the process.
Once all required actions are complete, the user may proceed to submit.
Trade Document Response Done #
The user has completed the Trade Document Response. If the request includes multiple Free Trade Agreements, the user may select Submit Another Response to continue with additional entries.
European Agreements (EU & GB) #
Trade Document Response Request (EU & GB) #
The Copper Hill team will contact the user on behalf of a mutual client to gather trade documentation responses that support the determination of country of origin and eligibility under applicable trade agreements. Using the web-based platform CH Connect, users can enter product-specific information and generate certificates for the items they supply. This streamlined interface is designed to simplify the submission process and ensure accurate documentation aligned with compliance requirements.
The process begins with an email sent from noreply@copperhill.com, which the user should save as a known sender to ensure proper delivery. The email subject line will contain the name of our mutual client, the code used by our mutual client to identify you as a vendor, your company name and the name of the trade agreement(s) included in the request.
Attachments will contain:
- The list of parts pending your support
- Instruction for LTSD data and structure
- Guidance on CH Connect.
The link provided in the email will bring you to a CH Connect session that is specific to the parts you are supplying. No sign-in is required to access the session.
Trade Document Response Template (EU & GB) #
The Excel template includes dropdown options and tooltips to assist the user throughout the completion process. Within the Template tab, users can enter part and FTA specific details in the designated columns: Country of Origin, FTA Status, Cumulation, Cumulation Countries, and Origin Criteria.
The Company Information tab displays the company details currently on file. If updates are necessary, users should make the appropriate changes directly within the tab.
Country of Origin Tool Tip.
Note that any cell marked with a green corner has a tool tip.
Priority #
The Priority screen helps users understand which solicitation request lines should be addressed first based on their assigned priority level. This feature is designed to streamline the response process by highlighting the most critical items, ensuring compliance and timely action.
Each request line in the Excel template is assigned a priority category. While all parts are expected to be answered, the priority scale assists users in determining which items require immediate attention. The priority levels include:
Critical – Indicates potential duty impact and a high likelihood of client engagement.
High – Important items that should be addressed promptly.
Medium – Standard priority items that can be handled after critical and high-priority lines.
Low – Items with minimal urgency.
Trade Document Response Upload (EU & GB) #
The user can begin by accessing the CH Connect session using the link provided in the email. There are two options for completing the request: the user may choose to complete the Excel file using the provided instructions, or upload a blank version and enter responses within the system. If a blank template is used, validation messages will guide the user through the completion process.
Uploading a template is required to proceed.
If the request includes multiple trade documents, the user should select the one they intend to work on. The template can be uploaded by dragging and dropping the file or browsing to locate it.
Once the template file has been added, the user will be given the option to continue by clicking Next.
After uploading the template, the system will validate the user’s responses. If any validation errors are present, icons will appear within the affected rows. Hovering over these icons will display additional details about the error and guidance on how to resolve it. The user can make corrections directly within the on-screen grid. If not all errors can be resolved immediately, the user may choose to continue with only the validated rows.
Blue tooltips are available throughout the interface and can be hovered over to access additional information about each column.
Once all edits are complete, the user may proceed to the next step.
Hover over individual red error icons to view additional details regarding the row validation error and how to resolve it.
Rows with unresolved validation errors will be excluded from your response. You can utilize the same link and template to provide additional responses when available.
Use pencil icon at the top of each editable column to mass update values with a single response. To limit and specify the rows needed for mass upload use filters on the right. Each filtered value should be confirmed by enter button, once all criteria has been added click Apply.
Filters #
Given the large EU and GB data volumes, filters help users manage large datasets more efficiently.
The Validation filter allows users to categorize data into three types:
•Error – These lines contain issues that prevent submission. Users must correct these before proceeding.
•Warning – These lines can be submitted, but the system indicates potential issues that could delay processing.
•Valid – These lines meet all requirements and will be submitted without issue.
In addition to validation, users can refine their dataset using other filters such as:
•Part Number – Search for specific parts.
•Part Description – Locate items by description.
•Destination Country – Narrow results by country.
•FTA Status – Filter based on Free Trade Agreement eligibility (e.g., Eligible, Not Eligible, DNR, Obsolete).
Trade Document Response Sign (EU & GB) #
After completing edits to the response data, the user should proceed to Signer Information. Company details will be automatically populated based on the Excel template previously uploaded. Fields marked with an asterisk (*) are mandatory and must be completed before submission. Due to regulatory requirements, there is no electronic signature option for GB agreements. For EU agreements, you will have the option to either upload a Written Undertaking or upload a Signed Document.
For EU Agreements, select one of the two signature options to proceed. GB agreements will not have the option to upload a Written Undertaking.
If you’re not ready to submit, download your populated template to pick up where you left off.
Trade Document Response EU: Upload Written Undertaking #
For EU agreements only, when the Upload Written Undertaking option is selected, the user is prompted to upload a signed copy of the written undertaking. The system will generate an unsigned version of the document for submission. Once the upload is complete, the user may proceed to the next step.
The user may download, sign, and upload the signed written undertaking using the drag-and-drop area provided. It is recommended to retain a copy for recordkeeping purposes. If edits are needed, the user can return to the previous section to make changes.
If signing is not possible at the current time, the user may choose to finish later by providing an email address. This will trigger delivery of the completed template and an unsigned certificate. Once the signed document is available, the user can use the link in the email to upload and complete the process.
After signer information and the signed written undertaking have been added, the user will proceed to the review stage. A PDF preview of the document will be provided. If changes are required, the user may return to edit. Once satisfied with the document, the user may submit.
Trade Document Response EU & GB: Upload Signed Document #
For EU and GB agreements, when the Upload Signed Document option is selected, the user will have the ability to upload a signed certificate. Additionally, the user may download an unsigned version of the certificate to sign manually and reupload using the drag-and-drop area provided. It is recommended that the signed copy be saved for recordkeeping purposes. If any changes are needed, the user may return to the previous section to make edits.
If signing is not possible at the current time, the user may choose to finish later by entering an email address. This will trigger delivery of the completed template and an unsigned certificate. Once the signed document is available, the user can use the link provided in the email to upload and complete the process.
Trade Document Response Done #
The user has completed the Trade Document Response. If the request includes multiple FTAs, the user may select Submit Another Response to continue with additional entries.
