3 months ago
New option to prevent form editing after review
🔍 What’s New?
We’ve introduced disable form editing feature that prevents investors from editing once their submission is under review or approved.
This feature can be enabled to ensure all submissions remain consistent and reliable throughout the review process.
🚀 Key Enhancements:
- Fund Side: A new switch is available once a soft or hard review workflow is active.
- Investor Side: The Edit Form button only shows for in-progress or requested changes states when this feature is enabled.
🚀 Why It Matters?
- Fund managers maintain greater control and consistency across reviews.
- Investors experience a clearer, conflict-free workflow without misleading options.
- Reviews become smoother, faster, and less error-prone for everyone involved.
Reach out to our Customer Success team to enable theme customization today.