Projects

Project Page

Trade Review & Submission

Trade Reporting

Invalid Trade Reporting

Projects are a group of one or more changes to a client portfolio. All projects that a user has access to can be viewed by clicking on the Projects tab.

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This will display a list of all the available projects.

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The view the details and contents of an

individual project,⁠

click on the Project Name

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Try clicking the ⋯ next to your doc name or using a keyboard shortcut (

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