Adding Signer Roles
When creating an E-Signature Template, you are able to add in additional people or roles who may need to complete portions of the document.
There are two types of additional signers, as seen in the breakdown below:
Additional Signer Role: This is an optional Signer Role. During the Commitment Flow, each investor will be met with a prompt asking them to confirm if they have an additional person who needs to sign. Common examples would be a spouse or second corporate signatory.
If they select yes, they'll be able to specify who needs to sign by entering the individuals name and email address. That signer will be sent an email notification with a link to sign their portion of the Documents.
If they select no, they can simply skip adding anyone.
Sponsor/Counter-Signature: This is also an optional Signer Role. You, or a member of your team, will be able to complete a counter-signature through the InvestNext site.
IMPORTANT: Prior to creating your E-Signature template, setting up the correct Signer Roles for a document is essential. You are UNABLE to add/remove signer roles once the template has been created. We recommend reviewing your full document prior to starting the template creation process.
This Article includes the following sections:
Step-by-Step Instructions:
STEP 1. Navigate to 'Documents' in the Portal Main Menu. Then click the '+New E-Signature Template' button:
STEP 2. Add an additional signer by typing in a title, like "Spouse" or another title in the "Additional investor role" field:
IMPORTANT: Click the 'Add' button next to the field in order to save that Signer role.
STEP 3. Checkmark the box next to 'Require sponsor counter-signature' in order to ensure you or a member of your team can counter-sign this document as well:
STEP 4. Click 'Choose File' to upload your document. Then click 'Create Template' to begin creating your E-Signature template!
Place Fields for Additional Signers:
Once you have started to add fields to your document, you are able to define who will be responsible for completing each field by selecting from the 'Signers' drop-down menu:
TIP: Additional Signer Role fields are dynamic. Meaning, any fields assigned to an additional Signer will only appear for that person when it's their turn to E-Sign their portion of the document. For example, a Spouse of an Investor will only see fields assigned to them. Similarly, the Investor will only see the fields assigned to them.
Investor & Spouse POV:
Below is an example of the Main Investor and Spouse/Joint Signer Investor's point of view.
Part 1 - Main Investor's POV:
STEP 1. Before signing their Document, the main/initial Investor will be asked the following prompt:
STEP 2. If they select 'Yes', they'll be prompted to enter the Spouse/Partners Name and Email Address:
STEP 3. Once that's complete, the main investor will be able to continue in the Document Sequence to fill out their portion of the documents:
Part 2 - Spouse/Partner POV:
STEP 1. The Spouse/Partner will receive an email titled "Signature Requested for:" that includes a link to the E-Signature Document in the "Review & Sign" button:
STEP 2. This will direct them to the E-Signature Document in order to fill out their portion of the Document:
STEP 3. Once complete, they'll be shown the confirmation message below:
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