Add a pledge requirement to a fund

  1. Go to the Funds page by either:
    • Using the Navigator Bar, select Funds
      -or-
    • Using the Funds Card, select Go to FundsOffering_Funds
  2. There are two ways to <>search for the Fund</><>:</>
    • Click the Magnifying Glass icon in the Search Field to display entire list of funds
      -or-
    • Begin typing a Fund Name in the Search Field, then click the blue Search button (lower-right)
  3. Click the individual Fund Name in the Name Column to access its Fund Details
  4. Mark checkbox to add Pledge Requirement to this fund
  5. Save update

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