LP User Guide

Getting Started

• Getting Started with Verivend for LPs

System Navigation

• My Organizations
• Organization List
• Main Navigation

Settings

• My Account
• My Organization

Dashboard

• Complete Your Account
• Dashboard Overview
• Digital Wallet

Notifications

• Notifications Overview

Inbox

• Inbox Overview

Projects

• Projects Overview
• Creating & Managing Projects
• Assigning Items to a Project

Deals

• Deals Overview

Onboarding

• Onboarding Overview

Rooms

• Rooms Overview

Commitments

• Commitment Requests Overview

Signatures

• Signature Requests Overview

Capital Calls

• Capital Calls Overview

Payments

• Payments Overview

Invoices

• Invoices Overview

Archives

• Archives Overview

Organization Info

• Contact Information
• Email Branding
• Organization Sidebar Icon
• Organization Visibility

Users

• Creating User Accounts
• User Account Roles
• Editing & Removing Users

Bank Accounts

• Bank Accounts Overview
• Adding & Editing Bank Accounts
• Verifying Your Bank Account
• Auto Transfer Settings

Transactions

• Transactions Overview

Support

• Customer Support