At any point during the course of your offer you can view and manage any applications which have been submitted by investors:
- From the menu, go to Offers and then click the sub-menu item Offers & Applications.
- Click on the Title of the Offer you wish to manage.
- You will see a list of Applications.
- 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
- 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.
- Select the Investor and then click Edit application.
- Update the relevant section/(s) of the application form.
- Click Next and Save the application with the updated documents now attached.
Supporting documentation
- 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
- Go to step 3 Investor details and attach the relevant documentation
- Click Next and Save the application with the updated documents now attached.
Comments
0 comments
Please sign in to leave a comment.