To access this guide as a PDF click here: Enerflo-Guide_How-to-Bypass-Signed-Finance-Document-Requirement-for-Project-Submission.pdf
Follow this guide to temporarily bypass the Signed Finance Documents requirement in Enerflo — perfect for deals where financing was completed outside the platform and the Financing stage isn't marked as complete.
STEP 1
Use the left-column navigation to navigate to the Deal Templates page: Settings > Deal > Deal Templates.
STEP 2
On the Deal Templates listing page, identify the Deal currently in use.
Note the Version of the Deal Template.
STEP 3
To Edit the Deal Template, you need to Unlock it. Use the red Lock button or the unlock to edit link to unlock the Deal Template.
STEP 4
Under Plugins in the left column, click on Project Submission.
Locate the line that reads hasSignedFinancingDocs.
Click the Trash Can icon to Delete this requirement.
Click Save.
STEP 5
Now that you have successfully removed the requirement, you can Submit the Project.
Navigate to the Deal.
Follow the prompts to Submit the Deal.
STEP 6
Once the project has been submitted, you’ll need to restore the Project Submission Requirements settings to require signed Finance docs. The Deal Template is live and the Settings affect all Deals using this Deal Template.
Use the left-column navigation to navigate to the Deal Templates page:
Settings > Deal > Deal TemplatesClick the + Add button on the right side of the Project Submission plugin settings.
Add hasSignedFinancingDocs back in and check the box.
Click Save.
