Can I add an E-Sign document to the payment step of an offer? (E-Sign Template, Signed Documents, Authorized Transfer)

If you require your investors to submit a signed document to authorize payment, they can do so directly in your platform.

To add an E-Sign Document to the payment step:

1. Select Offers from the left menu
2. Click the offer that requires signed documents
3. Choose Investor Flow on the left
4. On your Payment Method step, click the gear icon
5. Check the Custom E-Sign Payment Form box
   
   
   
6. Provide the Name of your document
   
   
   
   
7. Choose an E-Sign Template or Create a New E-Sign Template
8. Click Exist E-Sign Settings
9. Click Save Changes

When an investor reaches the payment step, they will see the document: