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Help & Support topics

Getting started
Setting up your account
Structuring your account
Welcoming your support team
Negotiating your document
Custodian negotiations
Advisor Relationship
Guest Access
Integrate with our API
Other Features
Notices
Templates
Amend and Restate
CreateiQ Demo
Document Library
Navigating Your Library
S&P Counterparty Manager
The Activity Channel
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Help Centre>Getting started

Getting Started


  • Sharing Negotiations and Workspaces

Setting up your account

  • Advanced SSO Features
  • Email Notifications
  • How can I get access to CreateiQ?
  • Log in options - SSO or Passwords
  • Multi-Factor Authentication

Structuring your account

  • User Roles
  • Workspaces and Entities

Welcoming your support team

  • Meet Our Customer Success Team!
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