Onboarding (5)

Onboarding: Customize investor, issuer, sign up forms (Add Field, Add Form Questions, Collect Investor Information, Issuer Onboarding, Signup)

Onboarding: How to set up a document for e-sign (E-Sign, HelloSign, Hello Sign, Sub Doc)

Onboarding: What are the triggers for each stage of the Investor Journey? (Investor Activity, Offer Statistics, Engagement)
Onboarding: Set up automated email marketing campaigns (Drip Campaign, Marketing, Create Emails)
Onboarding: How to create and use email templates (Bulk Emails, Investor Communication)

Transactions (1)

Onboarding: How to add offline investments and/or transactions to the platform (Manual Transactions, Prior Transactions)