How can I assign fields to multiple investors in my E-Sign template? (Joint, Joint Subscription, Joint Signers,multiple signers, assign fields to other investors)

When creating an E-Sign Template, you now have the option to select how many signers will be expected.  This will allow you to assign template fields to different roles. 

Example: 

This template requires two investor roles to sign off on the subscription document:

Signatures can be assigned to Investor 1 and Investor 2 when creating an E-Sign Document:

1. Select Offers from the left menu
2. Click into the Offer you would like to update
3. Choose Investor Flow from the left menu
4.  Select E-Sign Document from the drop-down menu
5. Click Add an E-Sign Template
6. Choose Create a New E-Sign Template from the drop-down menu
7. Use the Are there optional co-subscriber / joint investor fields? drop-down to select Yes
   
    
8. Once you upload the document, you will see the option to assign to 2 investor signers
     
9. Assign your fields as desired
   
    
10. This will prompt your investor to complete the assigned fields only

REF: E-Sign Setup