How to view and sign off Trading programs

View trading programs

As a collaborator, you'll be able to see all your trading partners.

You can select one of your Trading partners to view your trading programs.

The ‘Trading program' section will allow you to view all the trading programs you have access to. This page can be filtered to only include one Trading partner.

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

Trading program comments

The trading program comments area allows you to interact with your trading partners by sending messages and sharing documents. You can view and add comments at any time for trading programs 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 cross on a comment you have sent, you will be able to delete your comment. By selecting the paperclip icon you can 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 on the trading program. 

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