How do you unpublish a Custom Appendix?

Modified on Mon, 20 Apr 2020 at 11:26 AM

The user must navigate to the investment they would like to unpublish. 


Located in the investment box is the 'Unpublish Appendix' button. The 'Unpublish Appendix' button is outlined in red below.



Once the button is clicked a pop up screen will appear with a warning message and allows the user to confirm their choice to unpublish the custom appendix from the system. Once the custom appendix has been unpublished, it will be stored in suitability as a 'Draft'.



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