Possible actions on an operation

Several actions are possible on the operations.

These actions can be:

Go to the Operations tab:

What do the actions mean:

New product: to create a new operation
Edit the operation in stages: to go through all the steps necessary to configure the operation
Edit description: to modify the description of your operation,
Edit the transaction: to modify the financial details of the transaction,
View documents: to add, view, modify or delete all documents to view or sign related to the transaction
See the responses to the form: if an investment form has been attached to the operation, you can view the responses to this form through this action
Start the operation: to start subscriptions on the operation
Cancel the operation: to cancel the operation,
Make private: to restrict the visibility of the operation to a circle of investors
Partner management: to define the partners authorized to market your operation,
Professional access required: to limit the transaction to professional investors
Add to favorites: to bookmark the transaction on your platform
Assign to a user: to change the product owner
Add comment: to add an advisory note to the operation that is only visible to administrators.

Other additional actions may appear depending on the status of the operation such as:

Repayment schedule: for current loan transactions, which allows you to view the transaction's repayment schedule,
Validate and finish: to close a successful operation in progress
Cancel and finish: to cancel an operation in progress, users who have subscribed will be reimbursed
View transactions: to see the list of investors who have subscribed to the transaction and transaction details
Actions grouped on several operations

It is possible to :

To do this, go to Products -> select the operations -> group actions

Deleting an operation is an irreversible action.