Before you begin to release instruments
Check the Noc Status column and look for green ticks for instruments requiring a Notice of Change (NoC).
If an instrument has a green tick, it means the NoC has been marked ‘ready to send.’ If there is no green tick, consider going back to the NoC to finalise before submitting the dealing.
Step 1: Navigate to the Release page
There are multiple ways to navigate to the Release page.
Navigate from the dealing’s navigation bar
Select Release from the navigation bar on the left-hand side of the page.
Navigate from an instrument's Prepare page
Select Release instrument within the instrument's Prepare page.
Navigate from three-dot menus
Select a 3-dot menu and then select Release instruments.
The 3-dot menus can be found on:
- landing pages to the right of a dealing, as in the example below
- slide out panels for dealing details, next to each instrument
- the Instrument and Roles page within a dealing.
Step 2: Select the relevant instruments to be released.
On the Release instruments page, to select all instruments you can:
- select the box at the top of the column of checkboxes, or
- individually check the instruments to be released.
The Release instruments page only shows instruments for which your firm is responsible for release.
Instruments must have a Signed status to be released.
Step 3: Select Release Selected
Select Release Selected to release instruments.
A confirmation screen will appear.
Step 4. Confirm that the instruments can be released.
Review the instruments in the Confirm Instrument Release box.
Select Release instrument to confirm and release the instruments.
Select Cancel to cancel the release of the instruments.
Release page updated
After releasing the instruments:
- a green tick will appear to the left of the released instrument
- the Status column will update to Released for the instrument.
Select Revert to signed if you need to change an instrument after it's released. You can ask someone from the submitting firm to select this for you.
