Note: This article has been updated to reflect recent changes in the software. Please review the new information to stay up to date with the latest features and improvements.
Sponsors can manage an investor's Commitment Documents by using the Reset, Upload, and Skip features. These features are helpful in situations where the investor needs to restart a document from scratch, has executed the document outside of the portal, or isn't required to execute a particular document.
Table of Contents:
Step by Step Instructions:
Step 1) Navigate to 'Capital Raises' in the main menu of your Portal:
Step 2) Select the Capital Raise that the commitment is in:
Step 3) Click on the 'Commitments' tab. Then select the specific investor's commitment whose documents you would like to update:
Step 4) Click on the 'Documents' drawer to expand and view their documents:
From here, you can perform any of the options available that are shown below.
Reset the Document:
Step 1) Hover over the respective Document for the options available to appear.
Step 2) Click the 'Reset' icon
IMPORTANT: 'Resetting' the Document means it will need to be filled out again entirely! It isn't a spot-correction tool, but instead, a feature that allows Investors to start the Document over again.
Upload the Document:
Step 1) Hover over the respective Document for the options available to appear.
Step 2) Click the 'Upload' icon
TIP: This feature is helpful in the event that an Investor signed the Document outside of the Portal and sent it to you.
Skip the Document:
Step 1) Hover over the respective Document for the options available to appear.
Step 2) Click the 'Skip' icon:
TIP: This is helpful in the event that you don't need this Investor to sign that particular document and would like to have it bypassed so the Investor can move forward in the Commitment Flow process.
Video Demonstration:
The following video quickly goes over all three of the functions shown above.
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