Copying Invitations

In Tradex, you can copy the configured invitation templates to another environment. This will allow you to reuse already configured invitations.

To copy or send the configured e-mail templates to another environment, perform the following steps:

1.     Click Download Options > Configure invitations from the Administration tab.

The Configure invitations – list page is displayed with a list of configured invitations.

2.     Click any of the configured invitations from the list displayed.

The Configure invitations - Edit page is displayed.  

3.     Click the Send to button on the top right of the page.

The Configure invitations - list page is displayed.

4.     Select the environment to which the relationship needs to be copied by selecting the following details:

5.     Click Send to send the trading relationship to the selected environment.