Enabling Agreements for Downstream Systems - Atlantis & GPS

Docs supports the transmission of agreement data into downstream systems, for processing within Atlantis and GPS.  The FIA Tech Atlantis system is automatically opted in for any firm subscribed to that platform, however, GPS must be opted in manually.   

This configuration is managed by Docs Party Admins, through the Manage Parties page for the entity that is being opted in for GPS.

Within the Users & Parties > Manage Parties page, a Docs Admin can select the party they are opting in, then select the 'Master Party Settings' link on the left side of the page and then select the "GPS" checkbox under the "Availability in Downstream Systems" header, and Save.

For Atlantis, FIA Tech Client Services will work with a firm's brokerage contacts to associate any new Docs party to the correct Atlantis Participant(s) and load agreements into Atlantis.