Common use of Portal Customization Clause in Contracts

Portal Customization. The RDR Investor Portal application shall have a user and Client administrative accessible backend that allows for the following functions, with such functions subject to change based on RDR’s discretion to maintain proper functionality of the software: Creation of an investor prospect account that allows for accessing the Form 1-A Offering Circular document; The ability to upgrade an investor prospect to “investor” status wherein the investor can manage their own account on the portal, download Subscription Documents, upload signed subscription documents; The ability of the investor to view investor relations information as provided by the Customer using the administrative functions provided for by the portal RDR shall customize the backend portal pages with Customer logo (if provided) in certain RDR specified areas, upload an initial set of subscription documents, and company contact data. Subsequent updates to subscription documents or company data that require uploading to the portal are the responsibility of the Customer with the admin area providing for the capability to execute such updates.

Appears in 4 contracts

Samples: Regulation D Offering Preparation Services Agreement, Offering Preparation Services Agreement, Regulation D Offering Preparation Services Agreement

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Portal Customization. The RDR Investor Portal application shall have a user and Client administrative accessible backend that allows for the following functions, with such functions subject to change based on RDR’s discretion to maintain proper functionality of the software: Creation of an investor prospect account that allows for accessing the Form 1-A Offering Circular documentDocuments; The ability to upgrade an investor prospect to “investor” status wherein the investor can manage their own account on the portal, download Subscription Documents, upload signed subscription documents; The ability of the investor to view investor relations information as provided by the Customer using the administrative functions provided for by the portal RDR shall customize the backend portal pages with Customer logo (if provided) in certain RDR specified areas, upload an initial set of subscription documents, and company contact data. Subsequent updates to subscription documents or company data that require uploading to the portal are the responsibility of the Customer with the admin area providing for the capability to execute such updates.

Appears in 2 contracts

Samples: Portal Services Agreement, Portal Services Agreement

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