To update Business Factors within Company Assets in Symphony, follow these steps:
1. Go to Business Factors
Navigate to My Company and select the Business Factors tab associated with either the Prime Entity or Team Member.
2. Unclaim the Business Factor
Select the Unclaim button to unlock the Business Factor, enabling updates to documents and responses to additional questions (see Figure 1).
3. Re-certify and Save Changes
After making the necessary edits, check the box to re-certify the claim and save the changes.
4. Keep Business Factors Unclaimed
Use the Close button to leave a Business Factor unclaimed
Figure 1. Unclaim Business Factors to make changes.
Note: Updating Business Factors after submission will not affect a submitted proposal (see Clarifications).
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