DocuSign

  • 404 Error Troubleshooting
    Overview: If investor documents are not properly coded and market for DocuSign, users will receive a 404 error when they try to sign the document. Chances are, you were going through the Investment Wizard. Please make sure there is a document cod...
  • Coding Documents for DocuSign
    Coding documents is a process put in place to allow investors to quickly and effectively fill out operating agreements and other documents where investor information or acknowledgment is needed. IMS has a number of variables that are applied and e...
  • DocuSign Workflow for Joint Accounts
    Before You Begin: Send your document to your CSM for DocuSign coding. When reviewing the document, please review the Joint Account variables. Make sure you have an existing Joint Account in your CRM with valid emails for both Primary and Secondary...
  • 🎬 Access IMS DocuSign Account
    Overview: For better real-time tracking of envelopes sent through the IMS platform and see additional analytics, admins can access their DocuSign account through the login provided by IMS.  Step by Step: To start, you will want to click on the ‘P...
  • 🎬 Verify Investor Walkthrough