How can an issuer obtain copies of documents completed by investors? (Signatures, Issuer Account, Admin, E-Sign)

Modified on Wed, Aug 10, 2022 at 9:44 AM

Issuers can review documents signed, requested, or downloaded by investors. 


To access documents: 

  1. Log into the platform as an Issuer
    • If a new user needs to be added to an Issuer Account, click here for steps.
  2. Select Documents from the left menu
  3. Use the tabs at the top of the page to view:
    • E-Signatures
    • Access Requests
    • Downloaded






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