Editing or Deleting a Valuation and Its General Information
To edit or delete the basics of a created Valuation, follow these steps:
Access Your Valuations:
Go to Manage Valuations & Folders in the main navigation, or click View all from the Valutico Dashboard to access your existing valuations.
Open the Company Details Module:
Within the Valuation Workflow, navigate to the Company Details module.
Edit Information:
You can edit the following sections:
Company Information (e.g., company name, location)
Valuation Information (e.g., valuation date, scaling symbol)
Description & Notes (e.g., company description and notes)
Delete the Valuation:
To delete the company, click the red Delete button. A confirmation pop-up will appear.
Click Delete Company to remove it from your Valuations or Cancel to close the pop-up without deleting it.
Audit Log:
Below these fields, you’ll find a list of actions previously taken on this Valuation under the Audit Screen.
