Documents to be supplied by investors
Documents to be supplied by the investors are the list of documents that a finance company would like the investors to either supply, sign or read. This refers to documents that relate specifically to investing in specific asset classes or products.
1. Select Home Pages -> Notification Management.
2. Select Documents to be Supplied by Investors f
3. Click on 
icon to add a new document that need to be supplied by investor
4. Under the General tab provide the following details,
Finance Company : select the finance company from the drop down list
Applies To Trading Category : drop down list of available trading categories for the finance company selected
Document Name : provide the name of the document and it is important not to change the name once provided as name is used to link the documents loaded from many sources.
Description : provide the description for the document. The description will appear on pages in the portal where the document is displayed in order to explain the document.
Display Name : the name that will appear in the portal when the document is displayed.
Display Sequence : If there are multiple documents provided, display sequence will decide in what order document are displayed to the investors in portal.
After providing the details, click on 
to continue
5. Provide the following details under Rules tab
System Required : Used to identify documents that are required by the platform and this will be visible only for the users with clearance level of "System Administrator"
Approval Required : If checked the document will need to be approved by the finance company before the member will be allowed to place bids and invest
Valid Months: Number of months that the document will be valid in the system
Reminder within days: The number of days prior to the current document expiring that a reminder will be sent to the investor to supply the document again.
Allow Download : If checked investors will be able to download the document from the members portal
Allow Email: Can be used to indicate if the document must be emailed to the member.
Allow Upload: If checked investors will be able to upload documents from the members portal. this is normally used for documents that investors need to complete or sign.
After providing the details, click on to continue .
6. Select the to which product(s), document template needs to be applied using the Products tab
Available Products: List of all available products for the finance company selected in the step 4
Products Assigned: Document template will get assigned to the product selected.
Actions from the arrows are listed below
The actions of the arrows are outlined below:
After providing the details, click on 
to complete creating the document to be supplied by investor. Click on 
to go the previous step or click on 
to go back to the document creation page.
7. After creating the document, link the document template against the created document to be supplied by borrower if it is required by following the instruction on this link:
Related Articles
Documents to be supplied by borrowers
Documents to be supplied by the borrowers are the list of documents that finance company would like the borrowers to either supply, sign or read. This refers to documents that relate specifically to borrowing in specific asset classes or products. It ...Investor documents
Investor documents refer to all documents that are required to either be: sent to the investor to read sent to the investor to complete and return back to the finance company requested from the investor When dealing with investor documents the ...Documents to be supplied by customers
There is a list of documents that the Finance Company would like customers to either supply, sign or read. This refers to documents that relate to the entity structure of the customer and are not documents that relate to borrowing or investing in ...Documents to be supplied by customers - add document template
After creating the "documents to be supplied by customers", the next step is to add the related document template. In order to add the document template, 1. Navigate to Home Pages > Notification Management: 2. Select the Documents To Be Supplied by ...Approving documents sent for approval
Once the required documents have been uploaded against a document type, they must then be reviewed by an authorised representative to be approved or declined. NOTE: This will be only relevant for the specific documents if the approval required option ...