eSignatures

Guides for setting up offering documents for eSignature in IMS

  • eSignature 101: Countersigning a Document
      Countersignatures can be used on documents processed through eSignatures. Once all countersignatures have been added by the responsible parties, documents will be marked as complete.  To Set Up a Countersigner  You can add up to 3 Team Members f...
  • eSignature 101: Creating a New eSignature Template
    With eSignature templates, you will spend less time preparing documents so you can get your most important documents signed faster.  Creating a Template On the top navigation panel, select Documents > eSignature Templates.  To create a new templa...
  • eSignature 101: Preparing a Document for Signatures
      Once an eSignature template is created, you are ready to prepare the document for signatures. Within the template editor, users are able to use different types of signer fields: text boxes, checkboxes, initial fields, sign date and signature. Be...
  • 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 d...
  • eSignature 202: Voiding Documents
    If for any reason you need to void an eSignature document, whether it's been signed or is still awaiting signatures, you can do so by visiting the cap table inside the project.  Step 1: First, navigate to the offering you need to void a document f...
  • eSignature 301: Aligning Fields, Radio Buttons & Checkboxes on Documents
    All eSignature documents through IMS are required to have signature fields for the following profile types: Individual, Entity, IRA, Trust, Joint Account Primary, Joint Account Secondary, and (if applicable) Countersigners. You will receive an...
  • eSignature 301: Customizing Your Signature
      Signature Format Options Prompted at the time of signing a document, signers will see different four options: Draw it in, Type in signature, Upload image, and Use smartphone. "Upload image" and "Use smartphone" will give you the most realistic v...
  • eSignature 301: Secondary Signers
    Overview Have an eSignature document that needs to be cosigned by another individual or investment vehicle? By adding a Secondary Signer to an individual in the CRM, any documents they need to sign will not be marked as complete until all Secondar...
  • eSignature Basics & Best Practices
      What are eSignatures? IMS gives Sponsors the ability to securely send subscription and offering documents to investors through our eSignature feature. When investing in a new deal, eSignature documents allow investors and countersigners to sign ...
  • eSignature Document Checklist
    This document will take you through the process of preparing your documents for eSignature with IMS. Review the eSignature Basics & Best Practices guide to ensure you’re familiar with the process before getting started.  Create your template. An ...
  • eSignatures 202: Bulk Downloading Completed Documents
    Step 1: First, navigate to the offering you want to download signing documents for. Select Projects on the top navigation, then click Project List, then finally click the blue hyperlink on the project you need to update.  Step 2: Navigate to the ...
  • 🎬 eSignature Walkthrough
    This video tutorial walks users through using the eSignature feature in IMS. Learn how to create an eSignature template, add signature fields into the document, assign countersigners, and apply it to a Sales Offering.