How do I create a new brokerage document?

Path: Projects" > "Emissions" > Selecting the emission

Note: To create an brokerage document, an emission and a project must be created first.

To create an brokerage document, follow these steps:

Brokerage Document

Steps:

1. In the detailed view of the desired emission, you will find the subsection "Documents."
2. Select the "New brokerage document" field there.
3. You can then fill out the fields and upload your document.
4. Verify the information and save it.

You can then edit the sequence by selecting the actions. You can also edit the previously saved settings for the documents.

If you archive a document, please note that archiving removes the document from the view, but the document is not deleted. The data remains stored on the AWS server and all investors who have already received the document via their inbox still have access to the documents.

Please also note that if your issue is listed via next, these documents are not linked to the issue and are therefore not transferred to other platforms.