> For the complete documentation index, see [llms.txt](https://energy-web-foundation.gitbook.io/katalist/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://energy-web-foundation.gitbook.io/katalist/guidelines.md).

# Guidelines

- [I. Registry users](https://energy-web-foundation.gitbook.io/katalist/guidelines/i.-registry-users.md)
- [II. Login](https://energy-web-foundation.gitbook.io/katalist/guidelines/ii.-login.md)
- [III. Accounts](https://energy-web-foundation.gitbook.io/katalist/guidelines/iii.-accounts.md)
- [Registry user](https://energy-web-foundation.gitbook.io/katalist/guidelines/iii.-accounts/registry-user.md)
- [Company and Account Representatives](https://energy-web-foundation.gitbook.io/katalist/guidelines/iii.-accounts/company-and-account-representatives.md)
- [Account types on the Registry](https://energy-web-foundation.gitbook.io/katalist/guidelines/iii.-accounts/account-types-on-the-registry.md)
- [IV. Registration](https://energy-web-foundation.gitbook.io/katalist/guidelines/iv.-registration.md)
- [Fill out the Subscription Form](https://energy-web-foundation.gitbook.io/katalist/guidelines/iv.-registration/fill-out-the-subscription-form.md)
- [Send Support Documents via e-mail](https://energy-web-foundation.gitbook.io/katalist/guidelines/iv.-registration/send-support-documents-via-e-mail.md)
- [Fill out Basic Company Info](https://energy-web-foundation.gitbook.io/katalist/guidelines/iv.-registration/fill-out-basic-company-info.md)
- [Fill the 3rd Party Account Verification](https://energy-web-foundation.gitbook.io/katalist/guidelines/iv.-registration/fill-the-3rd-party-account-verification.md)
- [Sign of Subscription Form](https://energy-web-foundation.gitbook.io/katalist/guidelines/iv.-registration/sign-of-subscription-form.md)
- [V. Account Actions](https://energy-web-foundation.gitbook.io/katalist/guidelines/v.-account-actions.md)
- [How to Book emission savings](https://energy-web-foundation.gitbook.io/katalist/guidelines/v.-account-actions/how-to-book-emission-savings.md): This action is available only for Shipping Companies
- [Fill Data Questionnaire](https://energy-web-foundation.gitbook.io/katalist/guidelines/v.-account-actions/how-to-book-emission-savings/fill-data-questionnaire.md): Step 2
- [Get the Data Questionnaire Verified by 3rd Party ](https://energy-web-foundation.gitbook.io/katalist/guidelines/v.-account-actions/how-to-book-emission-savings/fill-data-questionnaire/get-the-data-questionnaire-verified-by-3rd-party.md)
- [Upload Data Questionnaire](https://energy-web-foundation.gitbook.io/katalist/guidelines/v.-account-actions/how-to-book-emission-savings/upload-data-questionnaire.md)
- [Upload Supporting Documentation](https://energy-web-foundation.gitbook.io/katalist/guidelines/v.-account-actions/how-to-book-emission-savings/upload-supporting-documentation.md)
- [After Voyage is Uploaded](https://energy-web-foundation.gitbook.io/katalist/guidelines/v.-account-actions/how-to-book-emission-savings/after-voyage-is-uploaded.md)
- [How to Transfer tokens](https://energy-web-foundation.gitbook.io/katalist/guidelines/v.-account-actions/how-to-transfer-tokens.md): This action is only available for Shipping Companies and Freight Forwarders
- [To customers with Katalist account](https://energy-web-foundation.gitbook.io/katalist/guidelines/v.-account-actions/how-to-transfer-tokens/to-customers-with-katalist-account.md): Guidelines for Shipping Companies and Freight Forwarders
- [Off registry. Without Katalist account](https://energy-web-foundation.gitbook.io/katalist/guidelines/v.-account-actions/how-to-transfer-tokens/off-registry.-without-katalist-account.md): (Retiremenet On Behalf). Guidelines for Shipping Companies and Freight Forwarders
- [How to accept the transfer](https://energy-web-foundation.gitbook.io/katalist/guidelines/v.-account-actions/how-to-transfer-tokens/how-to-accept-the-transfer.md): Guidelines for Cargo Owners and Freight Forwarders
- [How to Retire tokens](https://energy-web-foundation.gitbook.io/katalist/guidelines/v.-account-actions/how-to-retire-tokens.md): This actions is only available for Cargo Owners and Freight Forwarders
- [Retire Tokens](https://energy-web-foundation.gitbook.io/katalist/guidelines/v.-account-actions/how-to-retire-tokens/retire-tokens.md)
- [VII. Account Holdings](https://energy-web-foundation.gitbook.io/katalist/guidelines/vii.-account-holdings.md)
- [Holding Table](https://energy-web-foundation.gitbook.io/katalist/guidelines/vii.-account-holdings/holding-table.md)
- [Pending Table](https://energy-web-foundation.gitbook.io/katalist/guidelines/vii.-account-holdings/pending-table.md)
- [History table](https://energy-web-foundation.gitbook.io/katalist/guidelines/vii.-account-holdings/history-table.md)
- [VIII. Public Retirement Table](https://energy-web-foundation.gitbook.io/katalist/guidelines/viii.-public-retirement-table.md)
- [Navigating Katalist](https://energy-web-foundation.gitbook.io/katalist/guidelines/navigating-katalist.md)
- [Platform Tour](https://energy-web-foundation.gitbook.io/katalist/guidelines/navigating-katalist/platform-tour.md)
- [Log On](https://energy-web-foundation.gitbook.io/katalist/guidelines/navigating-katalist/platform-tour/log-on.md)
- [Account Management](https://energy-web-foundation.gitbook.io/katalist/guidelines/navigating-katalist/account-management.md)
- [Approve and create a company](https://energy-web-foundation.gitbook.io/katalist/guidelines/navigating-katalist/account-management/approve-and-create-a-company.md)
- [Approve and create an account](https://energy-web-foundation.gitbook.io/katalist/guidelines/navigating-katalist/account-management/approve-and-create-an-account.md)
- [Create a company or account representative](https://energy-web-foundation.gitbook.io/katalist/guidelines/navigating-katalist/account-management/create-a-company-or-account-representative.md)
- [Approve the creation or elimination of account representative](https://energy-web-foundation.gitbook.io/katalist/guidelines/navigating-katalist/account-management/approve-the-creation-or-elimination-of-account-representative.md)
- [Block or unlock an account](https://energy-web-foundation.gitbook.io/katalist/guidelines/navigating-katalist/account-management/block-or-unlock-an-account.md)
- [Close a company](https://energy-web-foundation.gitbook.io/katalist/guidelines/navigating-katalist/account-management/close-a-company.md)
- [Close an account](https://energy-web-foundation.gitbook.io/katalist/guidelines/navigating-katalist/account-management/close-an-account.md)
- [Getting started](https://energy-web-foundation.gitbook.io/katalist/guidelines/getting-started.md)
- [Submit subscription form](https://energy-web-foundation.gitbook.io/katalist/guidelines/getting-started/submit-subscription-form.md)
- [Register your company](https://energy-web-foundation.gitbook.io/katalist/guidelines/getting-started/register-your-company.md)
- [Create an account](https://energy-web-foundation.gitbook.io/katalist/guidelines/getting-started/create-an-account.md)
- [Assign users to account](https://energy-web-foundation.gitbook.io/katalist/guidelines/getting-started/assign-users-to-account.md)
- [How to use Katalist](https://energy-web-foundation.gitbook.io/katalist/guidelines/how-to-use-katalist.md)
- [Booking EAC (SC)](https://energy-web-foundation.gitbook.io/katalist/guidelines/how-to-use-katalist/booking-eac-sc.md): Only shipping companies are able to book voyages and each voyage should have its own Data Questionnaire.
- [Transferring SMF-3 (SC)](https://energy-web-foundation.gitbook.io/katalist/guidelines/how-to-use-katalist/transferring-smf-3-sc.md): Shipping companies transferring SMF-3 to a company with an account should follow these steps. If the receiving party does not have an account, see "Retiring SMF-3 for off platform customers (SC)".
- [Transferring SMF-3 (FF)](https://energy-web-foundation.gitbook.io/katalist/guidelines/how-to-use-katalist/transferring-smf-3-ff.md): Freight forwarders transferring SMF-3 to a company with an account should follow these steps. If the receiving party does not have an account, see "Retiring SMF-3 for off platform customers (FF).
- [Transferring SMF-3 (FA)](https://energy-web-foundation.gitbook.io/katalist/guidelines/how-to-use-katalist/transferring-smf-3-fa.md): Facilitators transferring tokens to a company with an account should follow these steps. If the receiving party does not have an account, see "Retiring SMF-3 for off platform customers (FA).”
- [Receiving SMF-3 (FF & CO)](https://energy-web-foundation.gitbook.io/katalist/guidelines/how-to-use-katalist/receiving-smf-3-ff-and-co.md)
- [Assigning SMF-3 (SC)](https://energy-web-foundation.gitbook.io/katalist/guidelines/how-to-use-katalist/assigning-smf-3-sc.md): Shipping companies assigning SMF-3 to a company with a Facilitator account should follow these steps.
- [Assigning SMF-3 (FF)](https://energy-web-foundation.gitbook.io/katalist/guidelines/how-to-use-katalist/assigning-smf-3-ff.md): Freight Forwarders assigning SMF-3 to a company with a Facilitator account should follow these steps.
- [Unassigning SMF-3 (SC & FF)](https://energy-web-foundation.gitbook.io/katalist/guidelines/how-to-use-katalist/unassigning-smf-3-sc-and-ff.md): Shipping Companies and Freight Forwarders with assigned SMF-3 can unassign them at any moment, following these steps.
- [Accepting an assignment (FA)](https://energy-web-foundation.gitbook.io/katalist/guidelines/how-to-use-katalist/accepting-an-assignment-fa.md)
- [Retiring SMF-3 for your company (FF & CO)](https://energy-web-foundation.gitbook.io/katalist/guidelines/how-to-use-katalist/retiring-smf-3-for-your-company-ff-and-co.md)
- [Retiring SMF-3 for off platform customers (SC)](https://energy-web-foundation.gitbook.io/katalist/guidelines/how-to-use-katalist/retiring-smf-3-for-off-platform-customers-sc.md): If your customer does not have an account on Katalist, you can retire SMf-3 on their behalf by following the steps below. They will receive the retirement statement via e-mail.
- [Retiring SMF-3 for off platform customers (FF & FA)](https://energy-web-foundation.gitbook.io/katalist/guidelines/how-to-use-katalist/retiring-smf-3-for-off-platform-customers-ff-and-fa.md): If your customer does not have an account on Katalist, you can retire SMF-3 on their behalf by following below steps. They will receive the retirement statement via e-mail.
- [Accepting SMF-3 retired on your behalf (FF & CO)](https://energy-web-foundation.gitbook.io/katalist/guidelines/how-to-use-katalist/accepting-smf-3-retired-on-your-behalf-ff-and-co.md): An FF & CO who does not have a Katalist account can have an SC, FF or FA retire tokens on their behalf. They will receive the statement via e-mail and can accept it by following these steps.
- [FAQ](https://energy-web-foundation.gitbook.io/katalist/guidelines/faq.md)
- [IX. Glossary](https://energy-web-foundation.gitbook.io/katalist/guidelines/ix.-glossary.md)


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://energy-web-foundation.gitbook.io/katalist/guidelines.md?ask=<question>&goal=<endgoal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.