QuotaBook｜User Guide - Editing a Business Report

Editing a Business Report

1. Editing a Business Report

Navigate to "Data & Reports" → "Business Report NEW"

  1. Select ‘Edit’ button on the top right corner of the screen

  2. You will now be able to input information and make edits to previous data

  3. It is important to select "Save" upon making the edits

2. Sharing a Business Report

Navigate to: "Data & Reports" → "Business Report NEW"

  1. Upon filing the necessary sections and saving the report, select "Share" on the top right corner of the screen

  2. Check whether each required item has been satisfied

  3. Once all the required items are submitted, ‘Updated Needed’ will display a 0. Check the box next to the investor’s name and select ‘Share’ on the bottom.