There may be several reasons you want to replace or add a new letter to a commitment. For example:
The current accreditation letter was approved in error and you need to replace it with a correct letter
The commitment is missing an accreditation letter
IMPORTANT: Your investor must have completed their Accreditation Letter outside of the Commitment Flow before you can attached it to the Commitment.
Please refer to these articles to complete a self-service Accreditation:
How to Attach an Accreditation Letter to a Commitment
STEP 1: Navigate to the Capital Raise section and click on the Opportunities tab.
STEP 2: Locate the investor's Opportunity and double click on the investors name to be taken to the Commitment Card.
STEP 3: Click in the Commitments section on the right side of the screen as shown below:
STEP 4: After the drawer opens, navigate to the Accreditation section and click the button: Link Accreditation Letter:
A drop down with all the current Accreditation Letters on file for this investing Account will display.
STEP 5: Select the correct Accreditation Letter to add or replace the existing Accreditation Letter and click Save:
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