Offering Totals Table
We have applied an update to the Offering Totals Table export so that the report includes the same stored values that are being used in the table.
Document Uploader
We have added an acknowledgement outlining the criteria that your document must meet before it is uploaded. These guidelines help the user to verify that the document is error-free and will not result in an upload failure.
Issuer Advisor Permission Settings
We have released a brand new feature for our Issuer Edge users – Advisor Settings! This tool empowers Issuer Admin users to customize and manage information accessible to your advisors. It can be found within a new tab in your Admin Module called Advisor Settings. These settings include key areas such as: Investor Issuer Updates Table, Offering Documents, Statement History, Transaction Documents and more. Please refer to the following guide for more information:
https://community.exemptedge.com/en/articles/8728939-issuer-advisor-permission-settings
Written by Exempt Edge
Updated over 10 months ago