STEP 5: Turning on Subscriptions
To view documents prior to turning on Subscriptions click "Change Accepting"
Click "Preview Agreement". It will let you view all six profiles the document is marked up for.
Click on one to view and it will load the document with the textbox fields.
* = required
To start accepting Subscription Agreements go into the Fundraising tab.
Click "Change Accepting"
Click "Accept Subscriptions" and decide who can subscribe to your deal. Click Update Settings.
You can choose to have only people who have shown interest or let anyone who is invited and has shown interest subscribe.
Make sure "Accepting Subscriptions" is set to YES.
For detailed instructions on how to subscribe to your own deal:
Subscribing to Your Own Deal
For detailed instructions on how to subscribe to your own deal:- Some helpful links to send to Passives when you are letting them know you have the Subscription Documents available.
- Becoming an Investor - https://help.lifestylespodium.com/article/38-becoming-an-investor
- Signing the documents: https://help.lifestylespodium.com/article/53-signing-subscription-document
- Joint Profile - https://help.lifestylespodium.com/article/41-common-questions