How do you edit an Investment?

Modified on Mon, 20 Apr 2020 at 10:26 AM

The user must navigate to the investment they would like to edit/update. 


Located in the investment box is the 'Edit Investment' button. The 'Edit Investment' buttons are outlined in red below.



Once pressed a pop-up box will appear on the screen showing all the investment's details, shown in the screen capture below. Once edited, the user must click on either the 'Update Draft' button for the update to be saved as a draft, or 'Update' button for the update to be saved and published.


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