To access Trade Services for FI, click Trade Services for FI on the CitiDirect navigation bar. The Trade Services for FI Summary Form appears.
Click the View Tab. All transactions are listed, regardless of status.
Select the transaction you want to enrich.
Click Enrich. The Details Form with the Others Tab for the selected trade transaction appears. Only user-specific data fields can be enriched. All other data fields are protected and cannot be changed.
Make any modifications and click Submit. The transaction is submitted for validation and the next selected transaction appears.
Repeat steps 4 and 5 until all selected trade transactions are modified.
Notes:
All Others Tabs for the selected transaction are view only.
To clear all data contained on the Others Tab, click Clear.
To return to the summary form at any time, click Return to Summary.
To attach and send the transaction via email, click Save as.
To search for a specific transaction, slick the Search Button at the bottom of the left side of the summary form. For more information on using the Search Definition Dialog Box, click here.
To print the information shown, click the Print Button at the bottom of the left side of the summary form or click Other Options and then click Print.
To preview the transaction before printing, click Other Options, and then click Print Preview.
To view any errors associated with the current transaction, click Other Options, and then click View Errors.