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.
By following this guide, you can efficiently replace e-signature templates in your capital raises, ensuring all investors are working with the most up-to-date documents.
This can be particularly useful if you've received an updated document from your attorney or if you need to implement changes for both existing and new investors.
DISCLAIMER: Before you can replace the current e-signature template, you must create a new e-signature template for the new document. For detailed instructions on setting up e-signature document templates, refer to our guide: How to Create E-Signature Templates (VIDEO)
If you only need to edit the fields for an existing document template, use the "Edit" feature on the existing template rather than creating a new one. If you edit an existing e-signature template, the changes will automatically be live for investors during the Commitment Flow.
Once the new e-signature document is created, follow the steps in this video or use the step-by-step instructions below.
Video Demonstration:
Step-by-Step Instructions:
Navigate to the Capital Raise.
Navigate to the Settings tab.
Click on Commitment Flows.
Click on E-Signature Documents.
If you have multiple Classes, click on the appropriate Class tab.
5. Click the +ADD DOCS button.
6. Select Attach Document and the following popup displays so you can search for the newly created e-signature document:
7. Choose the relevant Investor Types.
These indicate which investors will be served the document. For example, the Investor Type: Individual will be served to any investor who indicates they will be investing as an Individual in their Commitment.
8. Select who should complete the new e-signature document:
NOTE: The Notification Options portion of the popup will only display for your selection IF there are Commitments in your Capital Raise.
Only New Investors: Only future investors will be required to sign this document. Investors who have already made a commitment will be skipped and not required to sign this document.
All Investors: All previous and future investors will be required to sign this document.
NOTE: You can choose to notify your investors about the updated document by enabling the Send notification to all investors option. This ensures they are aware of the changes and can promptly complete the document.
9. Click Attach Document to save.
IMPORTANT: Editing Documents in the Commitment Flow.
If you choose to Edit a document in the Commitment Flow to change the Investor Entity Type for the 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.
Remove the Existing Document
To ensure investors don't see or interact with the old document, it's essential to Archive it. This prevents both versions from being served to your investors. This action preserves any completed documents of current investors while removing the document from view for future investors.
To remove the existing document:
STEP 1. Under 'Actions', click the three dots next to the "old" document. Then click 'Archive':
