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Help & Support topics

Getting started
Negotiating your document
Starting a negotiation
Populating your document
Turning your document
Completing and executing
Your generated data output
Offline Negotiations
Making the most of your negotiation
Custodian negotiations
Advisor Relationship
Guest Access
Integrate with our API
Other Features
Notices
Templates
Amend and Restate
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Document Library
Navigating Your Library
S&P Counterparty Manager
The Activity Channel
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Help Centre>Negotiating your document

Negotiating your document

  • Breaking Changes
  • Negotiation statuses

Starting a negotiation

  • Attaching documents to invitation emails
  • Assign Entities to your Workspace
  • Starting a negotiation
  • What are elections, and how do I update them?

Populating your document

  • Approvals

Turning your document

  • Cancelling vs Recalling invitations
  • Comments
  • Receiving and unlocking a document
  • Reviewing and editing your document
  • Sending a document

Completing and executing

  • Executing your document
  • How to amend your document (Reverting your negotiation)
  • Signing your document

Your generated data output

  • API Access and Negotiation & Audit Reports

Offline Negotiations

  • Extraction FAQs
  • Offline Negotiations

Making the most of your negotiation

  • Cover notes
  • Customise your invitations with your logo
  • Drafting notes, publisher notes & footnotes
  • Reserved elections
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