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  3. eSignatures

eSignatures

Guides for setting up offering documents for eSignature in IMS

  • eSignature 101: Countersigning a Document
  • eSignature 101: Countersigning a Document (New Investor Portal)
  • eSignature 101: Creating a New eSignature Template
  • eSignature 101: Preparing a Document for Signatures
  • eSignature 201: Custom Textbox Fields
  • eSignature 202: Voiding Documents
  • eSignature 301: Aligning Fields, Radio Buttons & Checkboxes on Documents
  • eSignature 301: Customizing Your Signature
  • eSignature 301: Secondary Signers
  • eSignature Basics & Best Practices
  • eSignature Document Checklist
  • eSignature Document Checklist (New Investor Portal)
  • eSignatures 202: Downloading eSignature Documents (In-Progress or Complete)
  • 🎬 eSignature Walkthrough
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