Skip to main content

3. Interface and Features (Page-by-Page Guide)

3.6 Content

The Content tab is where operators manage the textual and legal content displayed across the platform. It controls information shown in the platform footer, on the Sign Up page, and in investor-facing documents such as agreements and policies.

The tab is organized into sub-tabs, each covering a different category of content:

  • General — company details, and social media links.
  • Terms & Policies — legal documents and agreements presented to investors.
  • Asset FAQ — frequently asked questions related to assets.
  • Contact Us — contact page content.

3.6.1 General Settings

Under the General tab, you can define your company’s public identity:

  • Company name – displayed in the footer and metadata;
  • Address – optional, for legal identification;
  • Copyright – used in the frontend site footer;
  • Social links – URLs for LinkedIn, X (Twitter), YouTube, Facebook, Instagram, TikTok, Telegram, Discord.
0:00
/0:21
All fields must be valid URLs where applicable. Empty fields will not be displayed publicly.

3.6.2 Terms & Policies

The Terms & Policies sub-tab manages legal documents and agreements displayed to investors, such as the Privacy Policy, Agreement of Use, or any custom policy required by the operator's jurisdiction.

3.6.2.1 Policy List

The sub-tab opens to a list of all policies created on the platform. The list is organized into the following columns:

  • Page name. The name of the policy, with a Custom label next to policies created by the operator.
  • Mandatory for Sign Up. Indicates whether the policy must be accepted by investors during registration (Mandatory / Non-mandatory).
  • Status. The current publication state of the policy (see 3.6.3.4).
  • Last updated. The date and time of the most recent modification.
  • Actions. Quick actions available for the policy row (see 3.6.3.5).

Additional tools above the list include:

  • A Search field for locating policies by name.
  • Column filters (Page name, Mandatory for Sign Up, Status, Last updated).
  • A Manage columns option (gear icon) to show or hide columns.
  • A Reset All Filters button to clear all active filters.
  • A Create Entity button to add a new policy.

3.6.2.2 Creating a New Policy

To create a new policy:

  1. Click Create Entity in the top right of the list.
  2. In the Entity creation modal, enter a Name for the policy.
  3. Click Create Entity to confirm.

The new policy is created in Not published status and opens automatically in the editor.

3.6.2.3 Editing a Policy

Clicking a policy row opens the policy editor. The editor consists of language tabs, page details, and the mandatory sign-up configuration.

Language tabs. Each policy can be configured in multiple languages: English, Español, Français, Türkçe, and 한국어. Each language tab stores its own content independently.

Page details. This block contains:

  • Page name. The display name of the policy in the selected language.
  • Content editor. A rich-text editor for composing the body of the policy. Supports paragraph styles, bold, italic, underline, links, tables, alignment, and ordered/unordered lists.

Click Save Changes to save edits made in the Page details block.

✍️
Mandatory for sign up. This block controls whether the policy is shown as a required consent during investor registration.

"Show this document as a mandatory consent checkbox during Sign Up". When enabled, investors must tick the associated checkbox to complete registration.

  • Checkbox text. A rich-text field that defines the exact text displayed next to the consent checkbox on the Sign Up page. The text can be formatted and include a link to the policy document (e.g., "I agree to the Terms and Conditions"). The wording must clearly state that the user agrees to the document.

Click Save Changes within the Mandatory for sign up block to apply changes.

3.6.2.4 Publishing a Policy

A policy becomes available to investors only after it is published. Each policy can have one of the following statuses:

  • Not published. The policy has been created but is not yet visible to investors.
  • Published. The policy is live and accessible to investors.
  • Archived. The policy has been retired and is no longer in active use.

To publish a policy, open it in the editor and click Publish Page in the top-right corner. The button becomes active once the policy has been saved at least once.

The editor also shows:

  • Last modified — the timestamp of the most recent change.
  • Version History — a link to previous versions of the policy, allowing the operator to review changes over time.

3.6.2.5 Archiving and Unarchiving

Policies cannot be permanently deleted. Instead, they can be archived to remove them from active use while preserving the content for reference.

  • For Published or Not published policies, the action icon in the row archives the policy.
  • For Archived policies, the action icon unarchives the policy, returning it to its previous state.
❗
Archiving a mandatory policy removes it from the Sign Up page. Ensure at least one mandatory policy of each required type remains published before archiving.

3.6.3 Asset FAQ

The Asset FAQ sub-tab manages the list of frequently asked questions displayed in the FAQs section on every asset page. FAQs are shared across all assets — there is no per-asset FAQ configuration. Investors see the same set of questions on every asset page.

The Asset FAQ list is organized by language using tabs at the top of the sub-tab. Each language tab maintains its own independent set of FAQ entries. Adding or editing a question in one language does not affect the others.

Investors see the FAQ entries that correspond to the language selected in their platform interface. If no entries exist for a given language, the FAQ section will appear in English.

Within each language tab, the FAQ entries are displayed in a table with the following columns:

  • #. The display order of the entry on the asset page.
  • Question. The question text shown to investors.
  • Answer. A preview of the answer text (truncated in the list view).
  • Actions. Edit (pencil icon) and delete (trash icon) buttons for the entry.

3.6.3.1 Adding an FAQ Entry

To add a new FAQ entry:

  1. Select the appropriate language tab.
  2. Click Add FAQ in the top right.
  3. In the Add FAQ modal, fill in the Question and Answer fields.
  4. Click Create to save.

The new entry is appended to the end of the list. Its position can be adjusted later via the Display order field in the edit modal.

Editing an FAQ Entry

To edit an existing FAQ entry, click the edit icon (pencil) in the row's Actions column.

Deleting an FAQ Entry

An FAQ entry can be deleted in two ways: via the delete icon (trash) in the list row, or via the Delete button in the edit modal. Both trigger a confirmation dialog asking the operator to confirm the action. Deletion is permanent and cannot be undone.

How FAQs Appear to Investors

On the investor-facing platform, FAQs are displayed in a collapsible accordion format within the FAQs section of each asset page. Each question is shown as a row that the investor can expand (using the + icon) to reveal the answer. The entries appear in the order defined by the Display order value in the admin panel.

❗
FAQs apply to all assets equally. If your assets require different questions (e.g., residential vs. commercial properties), consider writing entries that are general enough to apply to every asset type listed on the platform.