In RIVO, users issuing a Guarantee, Standby LC, or Letter of Credit (LC) now can share the deal with one, multiple, or all parties involved, directly from the issuing screen.

Functionality Overview

• Availability:
  The Share option is available only when the deal has a reference number assigned. This ensures that only registered and trackable deals can be shared.

• Selecting Parties:
  When the Share option is selected, a pop-up window displays the parties associated with the deal. The user can select one, several, or all parties using checkboxes.

• Missing Email Addresses:
  If a selected party does not have an email address registered in the system, an input field will be displayed allowing the user to enter the email manually.

How to share

1. Click on the Share icon (available in the bottom right of the page)
2. Select the party to whom you wish to share the guarantee details.
3. Input their email address.

When sharing the deal, RIVO allow users to select between 2 template options:

• Default Template: uses the existing system-generated text for the email body.
• Custom Template: allows users to add free text at the beginning of the email. The deal information (e.g., guarantee details) will follow below.

Email Content

The email sent through RIVO will include:

• The deal PDF (if the user opts to include it)

• If the email recipient is already a RIVO user, they can sign in and view the guarantee information by clicking on the Invite link in the email.

  • Registered users will be directed straight to the deal page.

  • Unregistered users will be guided through the login/registration process before being redirected to the deal.

Additional Options

• Copy Link:
  The user also has the option to copy the deal link to their clipboard and share it manually if preferred.