Add an offer-specific investor form (Custom Offer Form, Investor Flow)

Adding a Custom Offer Form to the Investor Flow allows you to collect any offer-specific needed information from the investor.

To do so: 

1. Select Offers from the left menu
2. Click into the offer that requires additional information from the investor
3. Choose Investor Flow
4. Click Add Investment Step
5. Select Complete Custom Offer Form
6. Click Edit Form
7. Include any fields an investor would need to complete 
8. Click Save
9. Click Save Changes on your offer
   

   NOTE: Any new fields added to Custom Offer Forms are automatically available for E-Sign Mapping.

Previous training: Update an offer Investor Flow

Next training: Change offer status and visibility