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How to Set Up the E-signature Template for IRA/SDIRA Investors

Managing documents within the platform and creating/sending e-signature requests.

How to add additional signatories to e-signature document templates.

How to automatically fill an investor's information into an e-signature document.

How to choose the types of Entities that should be assigned to each Document in the Commitment Flow of a Capital Raise.

This video walks through how to replace an e-signature document in a capital raise if you've received an update copy of the document.

This article walks through the process to replace a previously created e-signature template with a new document.

This article walks through how to complete the sponsor fields (counter-signatures) for any e-signature documents.

This article will discuss how to check the status of E-Signature Commitment Documents from Commitment/Investment.

An easy way to bulk download all your executed documents from a capital raise.

In this article, we are going to walk through how to mass upload and privately share documents with your investors.

How to publish uploaded documents to be accessible to investors through their investor portal.