Overview
This guide is for Portco users who have been asked to resubmit a workflow by a fund manager or admin user. It explains how to access the workflow, view comments, and complete the resubmission.
When You'll Be Notified
If a fund manager or admin marks a previously submitted workflow for resubmission, you will receive an email notification.
Step-by-Step Instructions
1. Log Into the Portal
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Go to your portal login page and enter your credentials.
2. Access the Workflow
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Click on the Data Collection tab.
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Use one of the following methods to find the workflow:
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Use the status column to search for workflows marked for resubmission.
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Use the status dashboard at the top of the page for a quick overview.
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3. View Comments from the Fund Manager
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On the workflow page, click View Comments from Approver.
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Read through the notes or requested changes left by the fund manager.
4. Make Changes and Resubmit
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Begin updating the workflow based on the comments.
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Once edits are complete, click Complete Questionnaire to resubmit the workflow.
Summary
| Step | Action |
|---|---|
| Notification | Email sent indicating a resubmission request |
| Access | Data Collection tab > Locate workflow |
| Review | Click "View Comments from Approver" |
| Resubmit | Make changes and click "Complete Questionnaire" |
Need Help?
If you need additional guidance, please reach out to our support team at support@atominvest.co.