You will be able to edit the Deal Documents (and change the Investor's Commitment Amount) from within your Issuer account up until the point that Alto signs on behalf of the Investor -- if you need to make changes after we've signed, please contact firstname.lastname@example.org so we can help.
1. From your dashboard, click on the Name of the Offering whose documents you'd like to change.
2. Once on the Offering page, you'll see an Edit button in the upper right hand of the Documents section. Click it.
3. The below confirmation message will show. Please click "Confirm" and then "Undo Finalization." This action will make it so that you can edit the Deal Documents. It will also void any e-signatures that you or the Investor have provided -- both parties will need to provide their e-signatures again before Alto is able to approve the Investment. Lastly, this will also give you the ability to edit other details such as an Investor's Commitment Amount.
4. To the right of any given document, you'll now be presented with an option to "Delete" that document. Once you do so, you'll be able to upload another in its place.
5. If you would like to edit an Investor's Commitment amount, now is the time! Start by clicking on the appropriate Investor's name at the bottom of the Offering page.
6. From that Investor's Investment Details page, click the link that reads "Edit" next to the "Amount Committed to Invest:"
7. Enter the updated Commitment Amount and click "Update."
8. This will take you back to the Offering Details page where, if you're satisfied with your Investors' Commitment Amounts and the Deal Documents, certify that you would like to finalize the documents + details by clicking "No, I'm finished." If you would like to make additional changes to the documents or Commitment Amounts, please do so before finalizing the documents.
9. From here, your Investors will be prompted to provide new e-signatures and, once they do so, you will be asked to provide the same. And that's a wrap!