As a sponsor, you can check the current status of an e-signature commitment document. This will allow you to identify where each individual signer is in the process and when they last viewed the document!
There are two options to view the status of an e-signature commitment document in your portal:
Under the Fundraising tab, within the Commitment directly
Under the E-Signatures tab, within the Signature Request tab
Steps to Review the E-Signature Document status within the Commitment:
Step 1. Navigate to Capital Raising from the left-hand navigation bar. Select the Capital Raise that you are working on. Then Commitments Tab at the top.
Step 2. You can quickly view, and filter for every Commitments status. You can also click on the relevant Commitment to dive in to view more.
TIP: You can use the filters at the top of each column to help locate the Opportunity.
Step 3. After you have clicked on a commitment, you can click into the Commitments section on the upper-right side.
Step 4. Click the Documents tab.
Now, you can see the status of each e-signature document!
You can also Reset, Upload, or Skip the documents. For more information, please refer to our help article, Reset, Upload, or Skip a Document During a Capital Raise.
Steps to Review Document status from the E-Signatures tab:
Step 1. Navigate to E-Signatures from the left-hand navigation bar.
Step 2. Select Signature Requests tab.
Step 3. Click on the relevant Signature Request (row in the table) to view the full details and status.
TIP: You can use the filters at the top of each column to help locate the Signature Request.
The below video walks through both options in entirety to view the E-Signature Request status: