Resetting Investor Signature and Agreement

There are times during the review process where deficiencies are found and amendments are necessary. There are two ways to reset an investor's signature. 

Option 1 - Bulk Reset: 

By selecting the investor's checkbox in the investors table you will be able to conduct 'bulk actions for investors', selecting this will provide a drop down where you will see the 'reset signature' option. 

Option 2 - Individual Reset:

Entering an investor profile will present their current status. Within the subscription agreement table you will find the 'reset signature' button. 

By resetting the investor's signature you will only be removing the signature from the agreement and their answers will remain, ready for the necessary amendments as required.