To create a pipeline, from the Page Menu:

  1. Go to Pipeline > +Pipeline.



  1. Fill in the Create Pipeline Form.
  2. Click Next to follow the Create Pipeline Process Steps.
  3. Confirm your Pipeline data and click Save.


Once the pipeline is created the status of the pipeline is Initiation.


An initiated pipeline can only be viewed by the lead underwriter and is not viewable by investors and other participants, you need to publish the pipeline before the system will publish it for public view.


To learn how to publish a pipeline, click here.

To see how to input underwriters' allotment portion, click here.



Created with the Personal Edition of HelpNDoc: Single source CHM, PDF, DOC and HTML Help creation