Document & E-Signature Management

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

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14 articles in this collection
Written by Kevin Heras, Brad St. Onge, Jay Krause and 2 others

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

Written by Theresa Klekar
Updated over a week ago

Creating E-Signature Documents

How to Create E-Signature Templates (VIDEO)

Written by Brad St. Onge
Updated over a week ago

What is a Signer Role (Additional Signer)?

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

Written by Jay Krause
Updated over a week ago

Auto-Populating E-Signature Documents

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

Written by Jay Krause
Updated over a week ago

Adding an E-Signature document to the Commitment Flow in a Capital Raise (Video)

Written by Brad St. Onge
Updated over a week ago

Adding Investing Entity Types to Documents in the Commitment Flow

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

Written by Jay Krause
Updated over a week ago

How to replace an existing e-signature document/template?

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.

Written by Jay Krause
Updated over a week ago

How to copy an existing e-signature template for a new capital raise?

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

Written by Brad St. Onge
Updated over a week ago

Electronic Document Signing

How to counter-sign documents (Video)

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

Written by Jay Krause
Updated over a week ago

How to check the status of an E-Signature Request?

This article will walkthrough how to check the status of an E-Signature Request from an Opportunity and/or the Documents tab.

Written by Jay Krause
Updated over a week ago

Download Documents for a Project from a Capital Raise (VIDEO)

Written by Brad St. Onge
Updated over a week ago

Managing Documents on the Portal

Mass-Distribute K1s and Other Documents

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

Written by Kevin Heras
Updated over a week ago

Share Documents to the Investor Portal

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

Written by Jay Krause
Updated over a week ago

Upload Project Files (individual)

How to upload individual files to an existing project.

Written by James Trammel
Updated over a week ago