Overview
How you’ll navigate to the Certify & Sign page depends on where you are in the dealing. Each time you navigate to the Certify & Sign page, the certify and sign business rules will run a set of validations. A red circle (failed) icon will display if an instrument has failed the business rules, so is not yet ready to be certified and signed.
What to do
- Locate and open the dealing or instrument you need to Certify and Sign.
- From your Landing page, select the three-dot icon then select Certify & Sign from the dropdown menu.
- In the navigation sidebar select Certify & Sign
- From the Instrument & Roles page, select the three-dot icon, then select Certify & Sign from the dropdown menu.
- From the Prepare instrument page, select Certify & Sign.
- Expand the certification details.
- Select the down arrow on the right-hand side of the instruments you need to certify. This will open the instrument preview and let you view the certifications relevant to the instrument.
- If business rule failures prevent signing, review the pre-validation report and make any changes that are required.
