Cashout Questions

The Section: Cashout Questions settings allow administrators to configure the questions presented to investors during the cashout process.

Features: Cashout Questions

The Section: Cashout Questions settings allow you to:

• View all cashout questions

• Filter questions by visibility

• Add new cashout questions

Location

The Page: Cashout Questions settings page is located in the Settings Category: Settings category in the Item: Primary Sidenavigation menu.

Don’t see the Primary Sidenavigation menu?

See How to Toggle Primary Sidebar for more information.

Cashout Questions Overview

The Section: Cashout Questions page displays all configured questions that investors will see during the cashout workflow.

Cashout Questions Page Overview

Filter by Visibility

Use the and switches to filter which questions are displayed in the list.

Visible/Hidden Filter Switches

Note

Only questions marked as will be presented to investors during the cashout process.

Common Pattern

This visibility filter works the same across all question settings pages. See Filter by Visibility for detailed explanation.

Add Cashout Question

To add a new cashout question:

1. Action: Click the button.

Add Cashout Question Dialog

2. Fill in the required fields in the dialog.

Cashout Question Dialog Fields

Managing Answer Rows

For detailed instructions on adding and managing answer rows, see Managing Answer Rows.

Canceling the Dialog

To cancel without saving, Action: click the button.

Dialog Cancelled Without Saving

Tip

System default questions cannot be deleted but can be hidden from the cashout workflow.