There are several hyperlinks associated with each trade listed on the trades table on the Trades landing page. Detailed information on each can be found below.
There is a multitude of functions that can be found within the Trade ID hyperlink. These functions can be found HERE
This hyperlink navigates to the Offering Overview page. More information on this page can be found HERE
The Account ID hyperlink navigates to the Account Overview page. More information on this page can be found HERE
If utilizing our DocuSign integration and a subscription document template is attached to an offering, all trades within that offering will have an eSign status of either SIGNED or NOTSIGNED. Navigating through the status hyperlink, all subscription documents will be listed and the Resend Subscription Document button can be found.
The Documents section at the bottom of the page holds no active functionality at this time, but can be used for document storage at will. If our DocuSign integration is not being utilized, subscription documents for each trade can be manually added here.
FUNDED Trade statuses will be hyperlinked. This indicated that the trade has been marked as being received in escrow. By selecting this hyperlink, it is possible to initiate a return request. More information on return requests can be found HERE. More information on trade statuses can be found HERE
Selecting the Payment Status hyperlink on a chosen trade will navigate to the Payments table where details of the selected trade can be found. More information on payments and payment statuses can be found HERE
Updated 10 months ago