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Workflow Training Library

Workflow training guides

Octus’s customer success managers are experts in creating personalized experiences for clients like you. Access our workflow training how-to guides below to quickly learn the most efficient ways to perform various research and analysis tasks on the Octus platform.

Setting up preferences

Alert preferences walk-thru guide

For buy side

Americas

How to analyze a credit

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How to follow bankruptcies

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How to generate investment ideas

Download PDF

How to follow earnings on Octus

Download PDF

Asia

How to conduct a credit analysis

Download PDF

How to generate ideas & identify opportunities

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