Offering Setup Reminders

Offering Setup Reminders#

The 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.

../../../_images/setting_reminders_offering_setup_pending_upload_name_highlighted.jpg

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.

../../../_images/setting_reminders_offering_setup_pending_upload_body_highlighted.jpg

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.

../../../_images/setting_reminders_offering_setup_pending_approval_location.jpg

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.

../../../_images/setting_reminders_offering_setup_pending_approval_body.jpg

Available reminder configuration options in the Offering Setup Pending Approval section#