How to view and sign off plans

View trading programs

On your home page, you will be able to see all your collaborators.

You can select one of your collaborators and view your trading programs.

The ‘Trading programs’ section will allow you to view all the trading programs you have access to, or the page can be filtered to only include one collaborator.

Selecting a trading program will allow you to view the PDF version. 

Trading programme comments

The trading programme comments area allows you to interact with your trading partners through sending messages and sharing documents. You can view and add comments at any time for trading programmes which you have access to. Comments appear as an additional tab within the context of a trading program, similar to the ‘details’ and ‘activity’ tabs. There is a single comment thread in the context of each trading program, visible to both you and your trading partners. 

If you click on the three dots on a comment you have sent, you have the ability to delete the comment. By selecting the paperclip icon you will be able to add an attachment of up to 20MB to your comment which can be in the form of PDF, DOCX, JPEG and more. You will get a notification when a new comment is available for you to read.

Sign off trading programs

Selecting a trading program will allow you to view and download the PDF and continue the workflow by signing off the trading program. 

Whilst viewing a trading program, you can also see which other users have access to the trading program by selecting their initials.