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Manager Platform Guide - How do I remove subscription documents?
Manager Platform Guide - How do I remove subscription documents?

Remove subscription documents required for investor signature by editing the offering parameters

Joni Reeves avatar
Written by Joni Reeves
Updated over 2 years ago

You can remove subscription documents when you access an existing offering. There are a few things that you should note.

  • The change in subscription documents only applies to new subscribers

  • Existing investors or prospects that have already submitted the subscription package are not impacted

  • There must always be at least one subscription document uploaded for the deal

  • You will not be able to remove the document if it is the only one defined for the subscription

You can remove the subscription documents when you access the offering.

=> Select Menu from the Home Dashboard

=> Then select Offerings

=> Click on the Offering you want to update

=> Click on Settings

=> Click on Stage and Parameters

Scroll down to the Online subscription documents section.

From here, click on More actions and choose Remove.

Click Remove to confirm the delete action.

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