How to Schedule a Package to be Published

A package can be scheduled to publish in the future during review.

Steps

1. Navigate to the Document Details page of the package to be published. The package must have a Pending Review Status.
2. Click ‘Approve’.
3. In the overlay, click ‘Later’.
4. Click the date entry and select a date from the calendar overlay.
5. Click ‘Approve & Publish’.
6. The documents will receive a Pending Publication status and will be published to the Investor Portal on the specified date at 9:00AM EST.