On Capcade, you can participate in transactions you control or join transactions owned by counterparties
Creating a Transaction
Create a workspace or open a workspace where you can add a transaction
Visit the setts tab and click the Transaction button to add a transaction (you can add transactions directly when you open a workspace)
Building Transaction Terms
A dialog will appear with templates that describe different types of transactions, there's also an option to create a transaction from scratch. You can contact your account representative to inquire about creating custom transaction templates.
Select the template of your choosing and click Proceed
Enter the relevant terms as you see fit
the lock icon next to some terms indicates the term can be set to non-negotiable when the time comes for counterparty offers
The Additional Conditions section lets you create custom condition(s)
Click Update Transaction
The information you just set will be available in the Transaction tab for those granted access to the Project
Inviting specific users and organizations to your Transaction
Click the Invite button
Follow the wizard to invite an internal or external party to your workspace
From your workspace permissions you can manage the transaction permissions
please note - when you invite external organizations, the admins of that external organization can assign their users to the transaction; when you invite specific users and groups, the access is limited to just them
Publish the transaction to a marketplace
Click on the relevant transaction
Click the Publish Transaction button
Select the marketplace(s) where you would like the transaction to appear
Click the Publish button
A teaser of the key information regarding this transaction will appear in the marketplaces you selected, learn more on how you can create your own private marketplace.
To learn more about workspaces in general, visit our help guide!