Approved Offering Documents
Documents uploaded to the Approved Offering Documents section will be accessible through the Documents tab of any transaction for that offering.
Navigate to the Issuers Module. Select the Issuer and offering. Once the offering is selected, navigate to the 'Document Control' tab.
Once a document is uploaded here, it will appear on every transaction associated with this offering. Once the transaction is completed, you can click on the Transaction Number and view any documents applicable to this offering.
Admin Level Document Control
Within the Document Control tab of the Admin Module, there are three areas where documents can be uploaded:
-Investor Template documents will be accessible through the Documents & Notes tab within the investor profile;
-EMD Documents will be accessible through the Documents tab of any transaction;
-Global Investor Documents will appear within the Documents tab of an investor portal if the 'Show Investor' toggle is switched on.
The "eye" icon next to the document would allow you to preview and/or download the document. The document will be pre-filled based on the fillable fields added to it.
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