Editing a Business Report

1. Editing a Business Report

Navigate to "Data & Reports" → "Business Report NEW"

1. Select ‘Edit’ button on the top right corner of the screen

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3. You will now be able to input information and make edits to previous data

4. It is important to select "Save" upon making the edits

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2. Sharing a Business Report

Navigate to: "Data & Reports" → "Business Report NEW"

1. Upon filing the necessary sections and saving the report, select "Share" on the top right corner of the screen

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2. Check whether each required item has been satisfied

3. Once all the required items are submitted, ‘Updated Needed’ will display a 0. Check the box next to the investor’s name and select ‘Share’ on the bottom.

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• If you have any questions, feel free to utilize the support chat widget at the bottom right of the page and our customer support team will be in touch you shortly.

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