Note: This article has been updated to reflect recent changes in the software. Please review the new information to stay up to date with the latest features and improvements.
After your investor has completed the documents for their investment, you are ready to countersign the documents to signal your acceptance of their investment.
Use the video or the step-by-step instructions below to learn how to countersign your investors' e-signature documents.
Step-by-Step Instructions:
STEP 1: Navigate to 'E-Signatures' in the Portals Main Menu. Then click on the 'Signature Requests' tab:
Two sub-tabs will display:
Show Pending Counter-signatures
Show All Signature Requests
NOTE: Each column under either tab can be filtered to help you search for the document
STEP 2: Click on the 'Show Pending Counter-signatures' sub-tab to show only those documents waiting on counter-signature:
TIP: Use the 'Opportunity' column to filter by the investor's name:
STEP 3: Click anywhere in the row of the investor you need to counter-sign the document for. A window will then appear on the right-hand side of the page with the document details:
STEP 4: Click the 'Counter-sign' button to open the E-Signature document:
STEP 5: Follow the prompts to complete the counter-signature.
You will have the option to 'Draw,' 'Type,' or 'Upload' your signature. Choosing 'Type' will auto-fill the signature using the name on your account.
STEP 6: When the counter-signature is complete, the system will move it from the 'Show Pending Counter-Signatures' tab to the 'Show All Signature Requests' tab.
The completed document will also be available in the Investors Commitment in the 'Fundraising' section of the Portal.
Video Demonstration:
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