Roles in Esigning and Trade confirmations

This article covers how to setup your esigning roles so that the correct people will get & sign trade confirmations

When a trade is done all trade participants will get an email with the trade details,

see Trades and trade process

Depending on your role you will either get access to sign the trade or just view it.

You can adjust who gets trade confirmations and who will need to sign them:

Trade signers

The trader on each side will always have to sign the trades.

In addition, one can add a mandatory signer for each product by going to trade settings and adding GO Signer and Elcert signer as appropriate:

Signers

Trade confirmations

In addition to the signers, one can add Trade confirmation subscribers on the same page

You can fill in multiple addresses, all will get trade confirmations via email and be allowed to view them. All involved will also be alerted when the document is successfully signed by all parties. Separate multiple emails with a comma.

TradeConfirmationSubscribers

 

Summary of roles in E-signing & Trade confirmations

In addition to the roles of each user (see roles and permissions) these are the specific roles tied to the Trade process:

Trader

The user that does the trade, will be added to e-signing and need to sign the trade confirmation before it will be complete

GO Signer

A manager that needs to approve each GO trade.

Will be added as a mandatory signer if filled out. If empty only the trader will have to sign.

Elcert Signer

A manager that needs to approve each Elcert trade.

Will be added as a mandatory signer if filled out. If empty only the trader will have to sign.

Trade confirmation subscribers

Will get a copy of the Trade confirmation via email, be added as a viewer to all trade confirmations, and be notified when all parties have signed a trade.

Most companies add their BackOffice email here.