When your interest has matched with a counter interest both your interests will be marked as traded and a trade will be created.
Trade confirmation via email
All trade participants will get an email with a link to the trade details.
If an extra signer has been set up (Company - Trade settings), they will get an email only after the traders has signed.
Example of email:
Traders and signers will be requested to sign the document, any additional Trade confirmation subscribers (Company-. Trade settings) will be able to view it.
See Roles in e-signing and Trade confirmations
Sign trade confirmation
To sign just follow the arrows after clicking Go to document in the email:
This works great on a mobile as well.
Post trade.
You can view how far the process has come within GPH by going to the Company Trades list.
You can shift between EAC/Elcert trades by clicking on the top boxes.
You can also navigate to the trade page by clicking on the trade row
Trade Page
In this page you have full control over the trade, you can:
- Chat with the counter-party
- Create new contracts, and your custom contracts and send them for e-signing.
- You have an overview who signed the contracts.
- You can send a reminder for your counterpart to sign.
- You can request cancellation of the trade and abort your cancellation request or approve your counterparts request
- On the right panel you have a summary of how many trades you made with the counter-party.
Get the signed document
When everybody has signed, all involved parties, viewers and signers, will get another email with the signed document:
Send Reminder
If a document takes time to complete, you can send a reminder to all missing parties by clicking the bell icon on the contract:
They will be reminded via email.
Download contract
You can always download the contract directly on the trade. Find the contract and click the download button:
Finding Trades
Go to Company - Trades and find the trade in the list, you can Select All if the trade is older/has been delivered:
Search trades
Check the Column filters checkbox to be able to search any field in the list:
Sort
All the columns are sortable, click once to sort ascending, click another to reverse the order.
Go To trade
Click the trade reference to see the full page for that trade.
