After you have created your E-Signature documents for your Capital Raise, you'll be ready to link the E-Signature documents to your Capital Raise.
Before Proceeding: If you have not created an E-Signature template for your legal documents, please visit this page first for instructions and a video demonstration on how to complete this.
Step-by-Step Instructions:
STEP 1. Navigate to 'Capital Raises' in the Investnext Main Menu. Then select the Capital Raise you want to add the document to:
STEP 2. Click on the 'Settings" tab from the Capital Raise homepage:
STEP 3. Click on the 'Commitment Flows' tab. Then click on the 'E-Signature Documents':
STEP 4. Click on the '+ ADD DOCS' button and select 'Attach Document':
STEP 5. Click in the 'Document Template' field and search for the E-Signature document you created for this Capital Raise:
STEP 6. Click in the 'Legal Account Types' field to add the Account/Entity types who are going to be using this document:
TIP: Do you need more specific account types? If so, first choose the Legal Account Type(s), then check off the box! This will allow you to choose a Country of Origin and a Country-based Account Type, such as LLC, LP, S-Corp, etc.
NOTE: If your Capital Raise is Active, you'll also be presented with two notification options:
Only New Investors: This option means only future Investors will be served this Document during the Commitment Flow. Any Investor who has already begun the Commitment process will not be prompted to sign this Document.
All Investors: This option means current and future Investors will be served this Document during the Commitment Flow. Any Investor who has already begun the Commitment process will be prompted to sign this Document.
ADDITIONAL TIP: You can always edit the Legal Account Types for an E-Signature Document after it's already been added to the Commitment Flow.
If you choose to Edit a Document in the Commitment Flow to change the Legal Account Types for that document, you will be presented with this popup:
The YES Option:
Select the YES option to let the system know any investor who has previously completed this document may fill it out again. For example, if the Investor does a second commitment, they will sign the document again.
The YES option will NOT require any investor who has previously completed the document in a Commitment to redo the document.
The NO Option:
Select the NO option to prevent the document from being served to an Investor a second time, ever.
This option should be selected if the document is only to be filled out and signed by the Investor once - regardless of how many Commitments they may make.
Step 7. Repeat Steps 4-6 to add any additional E-Signature documents for this Capital Raise.
IMPORTANT: You must add the Documents to each Class if you have more than one Class.
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