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Upload / Download / Delete documents on a Trade

Once you have found the desired Trade in Trade Manager, select the trade ID to move to the Trade Details view.

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Need help finding a Trade? Check out - Trade Manager user guide.

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Scroll down to the bottom of the Trade Details page to find the Documents section.

Upload Documents to the Trade​

Click on the Choose a file icon or drag & drop files into the upload box.

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Download or delete documents​

As well as uploading documents, you can perform the following actions:

  • Download Documents: click on the Arrow icon next to the specific document you want to download to automatically save the file to your computer.
  • Delete Documents: click on the Trashcan icon next to the specific document you wish to delete.

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Alternatively, you can perform the same action on multiple documents by using the ✅ tick boxes to the left of the table and then selecting the required action.

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Video of this guide​

If you prefer to go over these instructions in a video format click below: