How can an investor provide a long response in a form field? (Form Fields, Add Field, Multi-Line Text)

Modified on Mon, Feb 19 at 2:18 PM

Different form field types can allow investors to provide required information in various formats.  If an investor needs to supply a block of text in a single field, the best option would be to use a Multi-Line Text Input field.


To add a Multi-Line Text Input field, follow the steps below: 

  1. Select Platform from the left menu
  2. Click Forms
  3. Click into any available form
    • For example: Individual Investor - Account 
  4. Click Add New Field
  5. Under the Basic Fields section, select Multi-Line Text Input
    •  If needed, use the Size icon to adjust the width of the field
  6. Click Save





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