FAQ

Deal set up

• What do the 'A', 'C', and 'F' stand for in the turnover bands?
• How do I set an accrual band?

Watchlist

• Why are my recent deal changes not appearing in the watchlist app?

Collaborator

• I have been invited to sign off a plan but can’t log in to Collaborator
• Why can I not see any plans in Collaborator?
• How can I sign off plans in Collaborator?
• Can I download the proposed plan?
• How can I amend some of the information on the plan?
• Can I invite my colleague to Collaborate as well?

See all 9 articles

Collaborator for DealTrack clients

• My trading partner cannot access Collaborator
• My trading partner cannot see the agreement
• My trading partner cannot log in to the system
• My trading partner is not receiving any emails from Collaborator

Enable apps

• Enable apps

Compliance

• SSAE – SOC Reports