Manually Permissioning Negotiations as a Client

Removing an Advisor

Setting up an Advisor

Amend & restate

CreateiQ Demo - Video

Custodian Negotiations

Agreeing on your document

Custodian Flow: Executing your document

The Custodian negotiation guide

Document Library

Getting Started

Advanced SSO Features

Email Notifications

How can I get access to CreateiQ?

Log in options - SSO or Passwords

Multi-Factor Authentication

User Roles

Workspaces and Entities

Meet Our Customer Success Team!

Sharing Negotiations and Workspaces

Guest Access

Guest Access Walk Through videos

Negotiating using guest access

List all documents available to you and fetch their schemas

Add a Custom Reference ID to a negotiation

Create a negotiation, set some answers, and send to a counterparty

List all completed negotiations and download their contents

Negotiation States

Prerequisites

Dashboard

Navigating your Library

Executing your document

How to amend your document (Reverting your negotiation)

Signing your document

Cover notes

Customise your invitations with your logo

Drafting notes, publisher notes & footnotes

Reserved elections

Extraction FAQs

Offline Negotiations

Approvals

 Attaching documents to invitation emails

Assign Entities to your Workspace

Starting a negotiation

What are elections, and how do I update them? 

Cancelling vs Recalling invitations

Comments

Receiving and unlocking a document

Reviewing and editing your document

Sending a document

API Access and Negotiation & Audit Reports

Breaking Changes

Negotiation statuses

CreateiQ Sandbox Scheduled Maintenance

CreateiQ Scheduled Maintenance

HAR file - Edge & Chrome

Preserving Business Related Communications Via Audit Trail

Compare

S&P Global Counterparty Manager

Templates

Templates Library

The Activity Channel

Advisor workflows survey

Your feedback shapes what we build next. 🙌

Katya Hansom

Help and documentation for CreateiQ - the platform for negotiating derivatives contracts.

CreateiQ Help Centre