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Sending One-Off E-Signature Documents
Sending One-Off E-Signature Documents

Use the steps below to create and send an a document for e-signature outside of the Commitment Flow.

Theresa Klekar avatar
Written by Theresa Klekar
Updated over 9 months ago

You can use InvestNext E-Signature tools to send a one-off E-Signature Document to any specific investor!

Before Proceeding: In order to use this feature, you'll need to create an E-Signature Template for the Document first!

If you haven't done so already, use the articles below to create the E-Signature Template for your Document:

  1. How to Create E-Signature Templates (VIDEO)

  2. What is a Signer Role (Additional Signer)?

  3. Auto-Populating E-Signature Documents

Step-by-Step Instructions:

STEP 1: Navigate to the Investors Opportunity page. Click on their Commitment in the right-side panel:
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STEP 2: Scroll down to the 'Documents' folder. Click on the 'Add & Send Document' button:

STEP 3: A drop-down menu will appear with a list of all your Portal's E-Signature Templates:

STEP 4: Select the E-Signature Template you need, then click 'Send Document'!

RELATED ARTICLES:

How to Create E-Signature Templates (VIDEO)
What is a Signer Role (Additional Signer)?
Auto-Populating E-Signature Documents

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