How can I add custom fields to an offer? (Read-Only Details, Offer Information)

To include additional information about an offer in a read-only format, custom fields can be added to Offer Forms.  

To add a new Offer Form:

1. Select Platform from the left menu
2. Click Forms
3. Under Offer forms, click New Form
   • You can click on any existing form to edit
     
4. Edit the form to include any relevant fields
   
   
   
5. Determine whether you would like to display the form to your investors
   • By default, the form will not be shown 
   • If you would like to share the information in the form, you can use the option to Make visible to investors
     
     

     
     

     NOTE: If the form is left blank in an offer, it will not appear to the investor 
     

6. Click Save
7. Select Offers from the left menu
8. Click into the offer you would like to edit
9. Choose your new form on the left
10. Complete the fields
    • These fields are offer-specific, so the information can be customized in each
       
11. Click Save Changes