Possible actions of the partner on transactions

The distributor partner has the possibility to follow the progress status of its customers' subscriptions.

He can also carry out several actions on subscriptions on behalf of his clients.

The partner can access the transactions table from the Transactions section -> list of subscriptions -> selection of investment support.

Understanding the table of transactions

The partner accesses a table with key transaction information:

The creation date of the transaction
The amount of the transaction
The amount of fees
Issuer or the email of the subscribing customer, click on the email to access the detailed customer profile
Recipient or name of the operation, click on the name of the operation to access the details
The type of operation
The management of shares, whether or not dismembered, on the operation, which makes it possible to monitor transactions in search of a joint subscriber (usufruct)
The status of the operation
The amount of commission to be received by the partner
The method of payment for the transaction; if the offline field has the value yes then the payment for the transaction has been made offline.
The creator of the operation who can be the customer himself, the administrator or the distribution partner
The status of the signatures on the transaction
A list of actions on the transaction

Possible actions by the distributor on transactions

View and edit transaction details

The distributor can see the details of the transaction and edit it if it has not yet been validated by the administrator back office (management company)

To do this:

Go to Subscription -> choice of transaction -> actions -> transaction details

He can then see the fields filled in and modify the information of the subscription process.

Add a comment

The distributor can add a comment on the transaction in order to better follow it.

To do this:

Go to Subscription -> choice of transaction -> actions -> add a comment

Edit commission

It may happen that in certain specific transactions the commission method is different from that of the agreement.

The partner can then submit the new commission to the administrator by modifying the parameters on the transaction.

To do this, go to Subscription -> choice of transaction -> actions -> edit commission

Link a document

As part of the paper subscription, the partner can attach one or more scanned or manually signed documents to the subscription.

For that:

Go to Subscription -> choice of transaction -> actions -> link a document
Select NO if the document is not to be signed online

Track current signatures on the transaction

The partner can:

See the documents to be signed and their status
Delete and regenerate a document in case of error

For that:

Go to Subscription -> choice of transaction -> actions -> view or generate documents
Delete and regenerate a document
Sign the document if it is your turn to sign