View and manage applications

At any point during the course of your offer you can view and manage any applications which have been submitted by investors:

1. From the menu, go to Offers and then click the sub-menu item Offers & Applications.
2. Click on the Title of the Offer you wish to manage.
3. You will see a list of Applications.
4. Each Application with have a unique ID, details of when the application was Received, Investor Name and other important information.

Updating a submitted application form

1. If you have received a request from an investor to update their application form, e.g. they submitted an incorrect email address, you can update their application form.
2. Select the Investor and then click Edit application.
3. Update the relevant section/(s) of the application form.
4. Click Next and Save the application with the updated documents now attached.

Supporting documentation

1. If you have received supporting documentation e.g. an original certified identity document you can attach a scanned PDF by selecting the investor and then click Edit application
2. Go to step 3 Investor details and attach the relevant documentation
3. Click Next and Save the application with the updated documents now attached.