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eSignature
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eSignature
Prepare and code your own documents for investors to esign
Getting Started
eSignature Walkthrough
Best Practices & FAQ
eSignature Document Checklist
Template Setup
Signer Types: General vs. Specific
Creating a New eSignature Template
Secondary Signers
Coding Workflows
Preparing a Document for Signatures
Using "Sender" Textboxes to Auto-Fill From IMS
Aligning and Stacking Fields, Grouping Checkboxes, Placing Radio Groups
Customizing Your Signature for eSignature
Testing & Finalizing
Copying eSignature Templates
Attaching a Template to Your Offering
Add a Countersigner
Countersigning a Document
Downloading eSignature Documents
Voiding eSignature Documents
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