how to create a ucc portal account - ucc.sos.state.oh.us · how to create a ucc portal account this...

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How to create a UCC portal account

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Page 1: How to create a UCC portal account - ucc.sos.state.oh.us · How to create a UCC portal account This manual will provide help and direction for new users of the Office of the Ohio

How to create a UCC portal

account

Page 2: How to create a UCC portal account - ucc.sos.state.oh.us · How to create a UCC portal account This manual will provide help and direction for new users of the Office of the Ohio

How to create a UCC portal account

Disclaimer Materials in this document are for demonstration purposes only. The characters and events

depicted are fictional. Any similarity to real events or persons (whether living or deceased) is

unintentional.

Copyright © 2017 by Office of the Ohio Secretary of State. All rights reserved. No part of this

publication may be copied, reproduced, translated or reduced to any electronic medium or

machine-readable form, in whole or part, without prior written permission of Office of the

Ohio Secretary of State.

While every reasonable precaution has been taken in the preparation of this document, the

authors and publishers assume no responsibility for errors or omissions or for uses made of

the material contained herein and the decisions based on such use. Neither the authors nor

the publishers make any warranties or guarantees of any kind, either expressed or implied.

Neither the authors nor the publishers shall be liable for any indirect, special, incidental, or

consequential damages arising out of the use or inability to use the contents of this

document, whether the publisher has been advised of the use of this publication or not.

Page 3: How to create a UCC portal account - ucc.sos.state.oh.us · How to create a UCC portal account This manual will provide help and direction for new users of the Office of the Ohio

How to create a UCC portal account

This manual will provide help and direction for new users of the Office of the Ohio Secretary of State

UCC online portal to create an account.

Sign Up

The following are a list of the steps to follow that are required to create an account.

To access the Account Creation page, click on the “Sign Up” button on the top right-hand side of

your screen.

Alternatively, if you have accessed the portal through the “Log In” screen, click the “Create Account

button in the middle of your screen.

Page 4: How to create a UCC portal account - ucc.sos.state.oh.us · How to create a UCC portal account This manual will provide help and direction for new users of the Office of the Ohio

How to create a UCC portal account

The account creation page will present itself. Please note any field with an * must be completed. To

enter information, click on the grey text in each field.

Login Name: Enter the name with which you want to log in to the portal for all future use.

Password: Enter a password for your log in name. It must contain 8-16 characters, 1 capital letter

and 1 number.

Confirm Password: Confirm the password by re-typing. The screen will indicate if you have entered

the password incorrectly.

First Name: Enter your first name.

Last Name: Enter your last name.

Email: Enter a valid email address to receive confirmation email and any further correspondence

from the portal.

Page 5: How to create a UCC portal account - ucc.sos.state.oh.us · How to create a UCC portal account This manual will provide help and direction for new users of the Office of the Ohio

How to create a UCC portal account

Confirm Email: Confirm the email address by retyping. The screen will indicate if you have entered

the email incorrectly.

Phone Number: Please enter a phone in the valid format of (XXX)XXX-XXXX

Account Details The portal allows for an Account to be created, along with a user. The Account can have multiple

users associated with it.

Account Name: If you wish to add your user account to an existing corporation/organisation’s

account, please contact the Account Administrator. If you wish to create the account as a

standalone, please leave this field blank and the system will create the account using your First

Name and Last Name.

Address: Enter an address for the account.

City: Enter a city for the address.

Page 6: How to create a UCC portal account - ucc.sos.state.oh.us · How to create a UCC portal account This manual will provide help and direction for new users of the Office of the Ohio

How to create a UCC portal account

State: Enter a State if mandatory.

Postal Code: Enter a Postal Code if mandatory.

Country: Select a Country from the drop list.

Submitting Once you have entered all mandatory data, click the submit button.

If no errors have occurred in processing the application you will receive a confirmation message.

An email should be sent to the account provided with a verification link.

Page 7: How to create a UCC portal account - ucc.sos.state.oh.us · How to create a UCC portal account This manual will provide help and direction for new users of the Office of the Ohio

How to create a UCC portal account

Verification Check your email, once you receive the email from Office of the Ohio Secretary of State, please click

on the link or copy and paste the link into your web browser.

When you have successfully done this, you will receive the below screen. At this point you may click

the link contained in the pop up to login to your account.

Click the log in button on the user verification screen. Or go to:

https://ucc.sos.state.oh.us

Enter the Log In Name and Password used to create the account and click Login.

Page 8: How to create a UCC portal account - ucc.sos.state.oh.us · How to create a UCC portal account This manual will provide help and direction for new users of the Office of the Ohio

How to create a UCC portal account

Once successfully logged in, your account dashboard will show.