Offering Setup Reminders#
The Section: Offering Setup Reminders section explains how to configure reminders related to the offering setup process, including both pending uploads and pending approvals.
Overview: Offering Setup Reminders#
The Offering Setup section contains reminder configurations related to the offering setup process, divided into two main categories: Pending Upload and Pending Approval. These reminders help ensure that all necessary offering documentation is submitted and processed in a timely manner.
Pending Upload#
This section allows you to configure reminders for documents and information that need to be uploaded during the offering setup process.
Header Location#
The header clearly identifies the Offering Setup Pending Upload section.
Header location for the Offering Setup Pending Upload section#
Configuration Options#
The body of this section contains all available reminder settings that can be configured.
Available reminder configuration options in the Offering Setup Pending Upload section#
Pending Approval#
This section allows you to configure reminders for documents and information that have been submitted and are awaiting approval during the offering setup process.
Header Location#
The header clearly identifies the Offering Setup Pending Approval section.
Header location for the Offering Setup Pending Approval section#
Configuration Options#
The body of this section contains all available reminder settings that can be configured.
Available reminder configuration options in the Offering Setup Pending Approval section#
Summary#
The Offering Setup Reminders allow you to:
Configure notifications for offering documents that need to be uploaded or approved
Set up automated reminders for different stages of the offering setup process
Ensure that all required offering documentation is submitted and processed on time
Maintain visibility of the offering setup workflow requirements