As we know during the audit season people CA’s are required to generate multiple UDIN and hence generating separate UDIN for each report would take lots of time and therefore a provision for generating UDIN in bulk for Certificates has been incorporated in UDIN Portal. Using this facility now the members will be able to generate UDIN in bulk (upto 300 UDINs) for various types of Certificates in one go. It can be done through uploading of excel file.
Process for generating Bulk UDIN is as under:
After login, from the Menu bar, click on Bulk UDIN for Certificates. Minimum 3 certificates and Maximum 300 certificates can be generated using this procedure.
Download template file from Download Template button and open in Excel. Please note that the .xlsx file can be opened in Excel 2007 and later versions.
Select Certificate type from drop down.
Input dates in the format as per your system/computer (generally it is in mm/dd/yyyy or as 10 June 2020). Excel will format dates automatically in required format i.e dd-mm-yyyy. Do not use copy paste in this cell.
Fill in all the parameters and values.
Save the file.
Click on the upload file on the Certificate Form on UDIN Portal.
Select the file which just saved.
Portal will populate the data in the Form. Verify the data so populated.
If correct, Send and Verify OTP and Submit.
Alternatively, the option of filling the details of Type of Certificates, Dates and key fields etc. is available on the form itself.
Read full notification HERE.