If you need to make any changes to a share issuance, you can update the details.
The changes you can make for a share issuance depends on whether the share issuance is saved as:
To update a share issuance, go to the 'Shares' page on the left-hand side and make sure you are on the 'Transactions' tab.
Please note that the issuance transaction will need to be in drafts for you to fully make any edits.
You cannot edit a published issuance. You will need to revoke and issue again.
You can find the transaction in the search bar and then click on the action button (with the 3 dots on the far right then 'Edit'.
Draft share issuance
You can then edit the details of the issuance of the transaction is saved as drafts (and not yet published).
Click 'Save as Draft' to keep the changes in drafts or 'Publish and Notify Shareholder' (if applicable).
Published share issuance
Once a share issuance is published, you will only be able to edit:
- Funding Round: If you have not allocated a funding round or need to change it, you can do so here.
- Registration Date: The date when the share issuance entered the share register.
If you need to make other changes that are not the two highlighted above, you will need to revoke the issuance and then issue again.
If you need further assistance, you can reach out to us by submitting a support ticket here.