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 to go to the Offer detail page.

Pending applications

Any applications which are in draft state (have been saved as a draft by the applicant and not yet submitted) will be shown in the Pending applications table. Each Application will have a unique ID, details of when the application was received, and Investor and Adviser name and contact details.

From this table, you can select one or more draft applications, and from the Actions menu:

• Resend resume draft email, which contains the link to access their draft.
• Resend approval email.
• Delete the application.
• Email recipient at the application contact email address.

Submitted applications

The Applications table contains the list of submitted applications. Each Application will have a unique ID, details of when the application was Received, Investor Name and other important information.

Updating a submitted application form

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.

To update an application:

1. From the Applications list, click on the name of the investor to go to the Offer application page.
2. Click Edit application in the Application details section.
3. Update the relevant section/s of the application form.
4. Click Next until the Review step and Save the application.

Supporting documentation

If you have received supporting documentation, e.g. an original certified identity document, you can attach a scanned PDF to their application:

1. From the Applications list, click on the name of the investor to go to the Offer application page.
2. Click Edit application in the Application details section.
3. Go to the relevant step to attach the documentation.

Click Next until the Review step and Save the application.