Work with Master Contracts
Watch the Trade Management: Loan Trades Tutorial
View the "Trade Management: Loan Trades" Quick Reference Guide
View contract details
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On the Trades tab, click the Master Contracts tab.
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On the Master Contracts list, select a contract.
Edit a contract
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On the Master Contracts list, select a contract.
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Change information
in the Contract Info section as required and click the Save icon. 
Archive a contract
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On the Master Contracts list, select a contract and click Archive.
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Click Yes in response to the confirmation message.
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To view archived master contracts, select the Archived Contracts option above the Master Contracts list.
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To return an archived contract to the Current Contracts list, select a contract on the Archived Contracts list, click Activate, and then click Yes in response to the confirmation message.
Delete a contract
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On the Master Contracts list, select a contract
and then click the Delete icon. 
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Click Yes
in response to the confirmation message.
Export contract entries to Excel
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Click the Trades tab, and then click the Master Contracts tab.
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Select one or more contracts, and then click the Excel icon.
Print contract entries
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Click the Trades tab, and then click the Master Contracts tab.
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Select one or more contracts, and then click the Print icon.
See Also
Customize Your Master Contracts View