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Document & E-Signature Management
Document & E-Signature Management
Managing documents within the platform and creating/sending e-signature requests.
+1
13 articles in this collection
Written by
Kevin Heras,
Brad St. Onge,
Jay Krause
and 1 other
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
How to choose the types of entities that should complete each individual document.
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