eSignature Walkthrough

Overview

This article walks users through using the eSignature feature in IMS.  Each video will cover a topic related to the eSignature workflow. Please review each of our best practices prior to starting the process.

First, we will begin with creating an eSignature template:

Once an eSignature template has been created, the coding process can begin.

We will first review adding fields assigned to the Sender profile, which will allow you to pull information from your CRM, project, or account directly into the document for your investors. This means you are able to individualize each document by auto-populating certain fields for your investors based on the pre-existing information in your IMS account.  Note: The following videos pertain to the "Specific" Signer Type.

In some instances, you will need to add multiple Sender fields to one line within your document. In these cases, you can align and stack these fields for a clean-looking document.  

After auto-populating as much of your eSignature document as possible with Sender fields, it is time to go back and add Signature and Date fields that are specific to the investor profile type.

In some instances, there will not be available Sender field variables to auto-populate information for your investors. In these cases, you can add textboxes that will prompt investors to type in the information.

Please remember to save your work every 15-30 minutes.  You can do so by clicking the Continue button at the top right corner of the coding frame.  If you receive an error noting that fields are missing, please go back and add those missing fields before selecting Continue again.  The system requires at least one non-date field for each investor profile type, as well as each additional signer (if applicable).

Once you've completed coding your eSignature template, you will need to assign that template to the project, so your investors are able to access the eSignature documents as part of the investment process.  

We strongly recommend running tests with ALL investor profile types (Individual, Entity, Trust, SDIRA, and Joint Account) to make sure the signing experience is working as intended BEFORE providing access to your investors.

Once you've assigned the eSignature template and tested the workflow with various test investor profile types, you are ready to provide your investors with access to the eSignature document either through the Invite to Invest workflow or through an Offering on their investor portal.