Editing a covenant

You can edit the details of custom and automated covenants on the deal covenant page, such as covenant name, status, and status change notification recipient(s).

Note: Ensure that:

• Full access permission is provided to the Deal Management:

• Portfolio Page & Deal Creation

• Deal Details

• Deal Overview

• Covenants

To edit covenants, perform the following steps.

1.

At the top-left of the page, click Portfolio.

2.

On the Portfolio page, click Deal ID or View for the deal.

3.

On the left navigation menu, click Covenants.

4.

On the Covenants page, click Edit for the covenant that you want to update.

5.

On the Edit Covenant dialog box, update the required details such as covenant name, status, and status change notification recipient(s).

6.

Click Save Changes.

A message is displayed indicating that the covenant changes saved.