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eSignature 201: Custom Textbox Fields

 

Custom Textbox Fields

eSignature Templates can include Textbox fields from the 'sender' which integrates from the CRM. The purple 'sender' textbox field will automatically populate specific information onto the document with information pulled directly out of IMS when the document is delivered to the signer. This allows the document to be customized for each signer and prevents the signer from filling in these fields themselves. 

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Account Variables (account)
Account fields are general and apply to whatever investment vehicle has made the investment/commitment
Field Name What Populates Notes
[[account_executive_name]] Executive Name  
[[account_company_url]] Company URL  
[[account_jurisdiction]] Jurisdiction  
[[account_email]] Email  
[[account_phone_number]] Phone Number  
Class/Offering Variables (class)
Class/Offering fields are general and apply to whatever investment vehicle has made the investment/commitment
Field Name What Populates Notes
[[class_display_name]] Display Name This will display the "[Issuer Name], [Class Name]" unless a Display Name Override is present, then it will return that
[[class_goal_amount]] Goal Amount  
[[class_equity_raised]] Equity Raised  
[[class_min_payment_amount]] Minimum Payment Amount  
[[class_name]] Class Name Name of Class being invested in (Investment/Commitment) ex (Common, Preferred, Class A, etc.)
Entity (e)
Entity fields only apply if the investment vehile making investment/commitment is a Entity
[[e_legal_name]] Entity's entity name  
[[e_position]] Executive's position  
[[e_jurisdiction]] Entity's jurisdiction  
[[e_tax_id_number]] Entity's tax id number  
[[e_street]] Entity's street PRIMARY postal address
[[e_street_2]] Entity's street 2 PRIMARY postal address
[[e_city]] Entity's city PRIMARY postal address
[[e_state]] Entity's state PRIMARY postal address
[[e_postal_code]] Entity's postal_code PRIMARY postal address
[[e_country]] Entity's country PRIMARY postal address
[[e_full_address]] full address formatted Pulls the address data from the Entity's PRIMARY postal address and formats it
[[e_executive_name]] Entity's executive name  
[[e_formed_on]] Entity's formed on date  
[[e_phone]] Entity's phone number PRIMARY phone
[[e_phone_type]] Phone Type Phone Type for PRIMARY phone
[[e_email]] Entity's email PRIMARY email
General (general)
General fields apply to whatever investment vehicle has made the investment/commitment
Field Name What Populates Notes
[[general_legal_name]] legalname Pulls the legal name of the investment vehicle from IMS for both entities and individuals.
[[general_tax_id_number]] SSN/EIN Pulls the tax ID from IMS for all investor types.
[[general_street]] street Pulls the street from the investment vehicle's PRIMARY postal address
[[general_street_2]] street 2 Pulls the street 2 from the investment vehicle's PRIMARY postal address
[[general_city]] city Pulls the city from the investment vehicle's PRIMARY postal address
[[general_state]] state Pulls the state from the investment vehicle's PRIMARY postal address
[[general_country]] country Pulls the country from the investment vehicle's PRIMARY postal address
[[general_postal_code]] postal_code Pulls the postal code from the investment vehicle's PRIMARY postal address
[[general_full_address]] full address formatted Pulls the address data from the investment vehicle's PRIMARY postal address and formats it
[[general_phone]] phone number Pulls the investment vehicle's PRIMARY phone number
[[general_phone_type]] Phone Type Phone Type for PRIMARY phone
[[general_email]] email Pulls the investment vehicle's PRIMARY email
[[general_type]] Account Type Pulls the type of investment vehicle from IMS
Investment/Commitment Variables (inv)
Contribution fields are general and apply to whatever investment vehicle has made the investment/commitment
Field Name What Populates Notes
[[inv_percentage_ownership]] Percentage Ownership This will be blank for a Commitment
[[inv_payment_method]] Payment Method This will be blank for a Commitment
[[inv_placed_on]] Placed On This is the Placed On date for a Investment and the Accepted Date for a Commitment
[[inv_preferred_return]] Preferred Return This will be blank for a Commitment
[[inv_amount]] Amount  
[[inv_shares]] Shares This will be blank for a Commitment
[[inv_average_share_price]] Average Share Price This will be blank for a Commitment
Individual (i)
Individual fields only apply if the investment vehile making investment/commitment is a Individual
Field Name What Populates Notes
[[i_dob]] Date of birth  
[[i_legal_name]] legalname  
[[i_title]] title  
[[i_firstname]] first name  
[[i_middlename]] middle name  
[[i_lastname]] last name  
[[i_suffix]] suffix  
[[i_tax_id_number]] tax ID number SSN
[[i_street]] street PRIMARY postal address
[[i_street_2]] street 2 PRIMARY postal address
[[i_city]] city PRIMARY postal address
[[i_state]] state PRIMARY postal address
[[i_country]] country PRIMARY postal address
[[i_postal_code]] postal/zip code PRIMARY postal address
[[i_full_address]] full address formatted Pulls the address data from the Individual's PRIMARY postal address and formats it
[[i_phone]] phone number PRIMARY phone
[[i_phone_type]] Phone Type Phone Type for PRIMARY phone
[[i_email]] email PRIMARY email
Internal Entity Fields (internal_entity)
Internal entity fields  are general and apply to whatever investment vehicle has made the investment/commitment 
Field Name What Populates Notes
[[internal_entity_name]] Internal Entity Name Name of Issuing Entity
Joint Account (ja)
Joint Account fields only apply if the investment vehile making investment/commitment is a Joint Account
ja_ prefix fields apply to the Joint Account
ja_primary prefix fields apply to the Joint Account's Primary Contact
ja_secondary prefix fields apply to the Joint Account's Secondary Contact
[[ja_legal_name]] Joint Account Name  
[[ja_type]] Joint Account Type The type of Joint Account
[[ja_tax_id_number]] Joint SSN/EIN  
[[ja_street]] Joint Address 1 Joint Account's PRIMARY postal address
[[ja_street2]] Joint Address 2 Joint Account's PRIMARY postal address
[[ja_country]] Joint Country Joint Account's PRIMARY postal address
[[ja_city]] Joint City Joint Account's PRIMARY postal address
[[ja_state]] Joint State Joint Account's PRIMARY postal address
[[ja_postal_code]] Joint Postal Joint Account's PRIMARY postal address
[[ja_full_address]] full address formatted Joint Account's PRIMARY postal address
[[ja_primary_name]] Primary Contact's Legal Name  
[[ja_primary_tax_id]] Primary Contact's Tax ID  
[[ja_primary_street]] Primary Contact's Address 1 Primary Contact's PRIMARY postal address
[[ja_primary_street_2]] Primary Contact's Address 2 Primary Contact's PRIMARY postal address
[[ja_primary_city]] Primary Contact's City Primary Contact's PRIMARY postal address
[[ja_primary_state]] Primary Contact's State Primary Contact's PRIMARY postal address
[[ja_primary_postal_code]] Primary Contact's Postal Primary Contact's PRIMARY postal address
[[ja_primary_country]] Primary Contact's Country Primary Contact's PRIMARY postal address
[[ja_primary_full_address]] full address formatted Pulls the address data from the Joint Account's Primary Contact's PRIMARY postal address and formats it
[[ja_primary_phone]] Primary Contact's Phone Number Primary Contact's PRIMARY phone number
[[ja_primary_phone_type]] Phone Type Phone Type for PRIMARY phone
[[ja_primary_email]] Primary Contact's Email Secondary Contact's PRIMARY email
[[ja_secondary_name]] Secondary Contact's Legal Name  
[[ja_secondary_tax_id]] Secondary Contact's Tax ID  
[[ja_secondary_street]] Secondary Contact's Address 1 Secondary Contact's PRIMARY postal address
[[ja_secondary_street_2]] Secondary Contact's Address 2 Secondary Contact's PRIMARY postal address
[[ja_secondary_city]] Secondary Contact's City Secondary Contact's PRIMARY postal address
[[ja_secondary_state]] Secondary Contact's State Secondary Contact's PRIMARY postal address
[[ja_secondary_postal_code]] Secondary Contact's Postal Secondary Contact's PRIMARY postal address
[[ja_secondary_full_address]] full address formatted Pulls the address data from the Joint Account's Secondary Contact's PRIMARY postal address and formats it
[[ja_secondary_country]] Secondary Contact's Country Secondary Contact's PRIMARY postal address
[[ja_secondary_phone]] Secondary Contact's Phone Number Secondary Contact's PRIMARY phone number
[[ja_secondary_phone_type]] Phone Type Phone Type for PRIMARY phone
[[ja_secondary_email]] Secondary Contact's Email Secondary Contact's PRIMARY email
Project Variables (project)
Project fields are general and apply to whatever investment vehicle has made the investment/commitment
Field Name What Populates Notes
[[project_closing_date]] Closing Date  
[[project_exit_date]] Exit Date  
[[project_name]] Project Name Name of Project being invested in (Investment/Commitment)
Self Directed IRA (sdi)
Self Directed IRA fields only apply if the investment vehile making investment/commitment is a Self Directed IRA
Field Name What Populates Notes
[[sdi_legal_name]] Self Directed IRA Legal Name  
[[sdi_custodian_name]] Self Directed IRA Custodian Name  
[[sdi_tax_id_number]] Self Directed IRA SSN/EIN  
[[sdi_street]] Self Directed IRA Address 1 PRIMARY postal address
[[sdi_street2]] Self Directed IRA Address 2 PRIMARY postal address
[[sdi_country]] Self Directed IRA Country PRIMARY postal address
[[sdi_city]] Self Directed IRA City PRIMARY postal address
[[sdi_state]] Self Directed IRA State PRIMARY postal address
[[sdi_postal_code]] Self Directed IRA Postal PRIMARY postal address
[[sdi_full_address]] full address formatted Pulls the address data from the IRA's PRIMARY postal address and formats it
[[sdi_email]] Self Directed IRA Email PRIMARY email
[[sdi_phone]] Self Directed IRA Phone PRIMARY phone
[[sdi_phone_type]] Phone Type Phone Type for PRIMARY phone
Team Members (team member)
Team Member fields only apply if the Template includes Countersigners and if the Offering has Countersigners
Field Name What Populates Notes
[[team_member1_firstname]] Team Member 1 First Name  
[[team_member2_firstname]] Team Member 2 First Name  
[[team_member3_firstname]] Team Member 3 First Name  
[[team_member1_lastname]] Team Member 1 Last Name  
[[team_member2_lastname]] Team Member 2 Last Name  
[[team_member3_lastname]] Team Member 3 Last Name  
[[team_member1_full_name]] Team Member 1 Full name Full name of AdminProfile that is Countersigner 1
[[team_member2_full_name]] Team Member 2 Full name Full name of AdminProfile that is Countersigner 2
[[team_member3_full_name]] Team Member 3 Full name Full name of AdminProfile that is Countersigner 3
Trust (tr)
Trust fields only apply if the investment vehicle making investment/commitment is a Trust
Field Name What Populates Notes
[[tr_legal_name]] Trust Legal Name  
[[tr_trustee]] Trustee  
[[tr_tax_id_number]] Trust SSN/EIN  
[[tr_street]] Trust Address 1 PRIMARY postal address
[[tr_street2]] Trust Address 2 PRIMARY postal address
[[tr_jurisdiction]] Trust Jurisdiction of Registration  
[[tr_country]] Trust Country PRIMARY postal address
[[tr_city]] Trust City PRIMARY postal address
[[tr_state]] Trust State PRIMARY postal address
[[tr_postal_code]] Trust Postal PRIMARY postal address
[[tr_full_address]] full address formatted Pulls the address data from the Trust's PRIMARY postal address and formats it
[[tr_email]] Trust Email PRIMARY email
[[tr_phone]] Trust Phone PRIMARY phone
[[tr_phone_type]] Phone Type Phone Type for PRIMARY phone
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