How do you create a new Investment?

From the Investments page in the Content Management area, select the "Create a New Investment" button, located on the top right hand side of the screen, just underneath the "Log Out" button.

This generates a pop up box that appears on the screen. In this box, the Investment Name is at the top. Underneath, the user is expected to select the Investment Provider/Platform from the drop down box (this is a mandatory field). To the right hand side, the user can input the Ongoing Charge type and the corresponding Charge Percentage. 

Below this is the description text box (this is a 'rich text box': it is possible to add formatting styles like bold, italics, bullet points etc. to the description text).

Below the Description text box, there are two options: 'Save Draft Copy' and 'Save and Publish'. 'Save Draft Copy' is the pre-selected option and allows the company administrators to save this as a draft, so that it will be saved in the system but not available for use in the reports. To complete this process, click on the button 'Add Draft'; the user will then be redirected back to the Investments page. 

The 'Save and Publish' option will save the details of this Investment and will be available to use in the reports for every user associated with the company. To complete this process, click on the button 'Add'; the user will then be redirected back to the Investments page.