Document Checklist (Legacy Investor Portal)

This document will take you through the process of preparing your documents for eSignature with IMS.

1. Review the eSignature - Basic Questions & Best Practices guide to ensure you’re familiar with the process before getting started. 
2. Create your template. An eSignature template is your full set of offering documents.  These will typically be project and class specific, and includes all documents that your investors will need to complete and sign.  Once your template is created and the offering documents have been merged you will not be able to split them back out or add in new documents.  Note: Before beginning, ensure that you have the final version of all documents for your offering.  Once documents are prepared and sent to investors it is very difficult to make any changes.
3. Prepare the template for signature.
   1. Review the list of variables that can pre-populate information in the document from the IMS CRM.
   2. Understand formatting options and best practices to make sure that everything is aligned to optimize the investor experience.
   3. Start adding fields to your template. 
4. When you’re done adding fields, attach the template to your offering. Note: If you are using the Invite to Invest functionality, you will still need to attach the template to the offering.  In this case, you will simply not publish the offering tile.
   1. Click here for more information on setting up a new offering.
   2. Navigate into your project and into the sales offering.
   3. Select “eSignature” and choose your template and input the investor display name. Note: You can choose multiple eSignature templates for each offering. 
   4. Make sure your countersignatures are set up for the project. Note: you can only add as many countersigners as you specified when building the template.

To select multiple templates, select 'Add eSignature Template' after applying the first template. Documents can be dragged to reorder. 

Next, select your countersigners. 

5. The final step is to test your document to ensure that everything is configured properly for your investors. We recommend testing the document by placing test investments as each of the different IMS investor types (Individual, Entity, Self-Directed IRA, Trust and Joint Account), so that you can ensure the document is correct for all investors. You can create test investor profiles in the CRM if necessary. These investments can then be deleted.

If you do not want your investors to see your offering yet, we recommend creating a private class and only adding your test profiles to this class.