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How do I manually verify a transaction?
How do I manually verify a transaction?
Jessica avatar
Written by Jessica
Updated over a week ago

Manually verifying an unverified transaction can be done through the ‘New' or 'Ready' section of the CDD register.

  1. Locate the transaction you would like to verify and click on the transaction name to bring up the structure.

  2. Click on the '...' to the right of the top-most module and select 'Verify'.

  3. A pop-up window of the ‘Update Deal’ page will appear on the right-hand side of the screen.
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  4. Ensure that all necessary information is entered under the 'Details' tab.

  5. Navigate to the ‘Verification’ tab.

  6. Click ‘Verify Deal’.

  7. A pop-up window will appear allowing you to enter any notes.
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  8. Click the 'Verify' button.

  9. A snapshot will be taken of the verified transaction. To make any post-verification changes to the transaction, click the red 'Update Deal/Owners' button.

    For more information on how to edit a verified transaction, see the Help article here.

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