How do I find and view trade documents?

To find trade documents:

1. Go to “Documents”.
2. Click the “Trade Documents” tab.
3. If needed, change the filters until results show in the list.
   • Document date: the date when the trade document was created. You can filter the list using predefined date ranges or a custom date range.
   • Document status: You can filter the list based on the status of the trade documents.
     • Confirm required: The trade to which the document relates requires that you actively confirm it. Learn more about confirming trades
     • Confirmed: The trade to which the document relates has been confirmed. No further action is required.
     • Not reviewed: Trade documents that are not marked as reviewed.
     • Reviewed: Trade documents that are marked as reviewed. Learn more about marking documents as reviewed
   • You can filter the list further by entering text in the search field. Any field in the list can be searched on. This includes:
     • Trade date
     • Maturity date
     • Company
     • Product
     • Document type
4. Click an item in the list to view the corresponding trade document.