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How to Copy an Existing E-Signature Document Template
How to Copy an Existing E-Signature Document Template

This article describes how to Copy an existing e-signature template and Replace the document in the template.

Brad St. Onge avatar
Written by Brad St. Onge
Updated over a week ago

When managing e-signature document templates for Subscription Agreements, Questionnaires, or Company Agreements within your portal, it's crucial to keep them organized and up-to-date.

If you're embarking on a fresh Capital Raise and your chosen attorney remains the same as in previous capital raises, the odds are high that your new document bears a strong resemblance to its predecessors. In such cases, the Replace and Edit function becomes your ally, facilitating the removal of the old document and the seamless integration of the latest version tailored specifically to your new capital raise.

This article provides step-by-step instructions and a video walkthrough.


Video Walkthrough:


Step-by-Step Instructions:

STEP 1. Navigate to the Documents section and select the e-signature template you want to replace the document for.

  1. Navigating to the Documents section on the left-hand side of your screen. Here, you'll find your repository of e-signature templates.
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  2. Under the tab: E-Signature Templates, click on the e-signature template you intend to update.

STEP 2. Click on the 'Replace with New File' icon.

STEP 3. On the popup below:

  1. Enter the Name for the new e-signature template
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  2. Enter the Display name that will display when the investor is signing the document when doing their Commitment.
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  3. Upload the new document file.
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  4. Click Replace and Edit.

STEP 4. Review and edit as necessary all the fields and signers in the newly updated template.

NOTE: Click Continue to save your changes in the template.

STEP 5. Use the article in Related Content to add the newly updated e-signature document template to the Capital Raise.


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