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

We will be covering Subscription Document Automation (E-Sign) and how to leverage our in-platform tools to create a seamless investor experience. Eliminate error prone practices that require your investor to manually fill in data into your subscription documents by automating this process. E-Sign Documents can be added to offers as a step in the Investor Flow.

• Navigation
• Creating a Template
• Editing in HelloSign
• Using an Existing Document
• Additional E-Sign Document Functions

Navigation

To add a new document to an offer: 

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. Click Add An Investment Step
5. Select E-Sign Document from the drop-down menu
6. Click Add an E-Sign Template
7. Here you will have the option Create a New E-Sign Template

Creating a Template

To create a new template, the following information will be needed: 

Template Name:

• This is the name that will be stored in the platform Documents, and can be referenced when reviewing signature statuses

Co-Subscribers: 

• Co-subscribers or joint investors can be added to templates as additional parties, in order to collect more than one user's data in a single document
• For more information, click here

Number of Countersigners:

• Countersigners will be sent the document to review and sign once the investor has completed their investment

PDF or Word Doc:

• Upload the subscription document you require the investor to complete directly to the platform

Editing in HelloSign

Within the HelloSign integration, you can: 

Retrieve Form Data:

• Any data collected from the investor in the platform (upon Sign Up, on the Account Page, or the Forms) can be added into the document
  1. Use the Signer drop-down menu to select Sender
     • Sender will allow you to pull any data collected from within the platform
  2. Drag and drop Standard fields into your document
     • Textbox and Checkbox are the only types needed for the Sender fields to work
  3. Use the What text goes here? drop-down menu to select the form field Key you are mapping

NOTE: If you do not want the investor to have the ability to change the populated data, there are options to select read only versions of the key. To adjust the read only settings, you will need to update the corresponding fields in the Forms.  Click here for more details. 

Add Multi-Select, Single Select Questions:

• In the event your subscription document contains Multiple Select or Single Select questions, the response selected by the Investor can be added to your E-Sign Document 
  1. Use the Signer drop-down menu to select Sender
  2. Drag and drop Standard fields into your document
  3. Use the What text goes here? drop-down to select the Answer keys 
     • In the example below we have used the Checkbox field
     • The keys for each available "Investor Type" have been mapped to all options displayed to the investor
     • The selections made by the investor will populate the corresponding checkboxes
       
       

Add Signature Fields:

• Investors and countersigners can provide electronic signatures within the platform if signature fields are added
  1. Use the Signer drop-down menu to select Investor or Countersigner
  2. Drag and drop Signature fields into your document

Using an Existing Document

To add an existing document to an offer: 

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. Click Add An Investment Step
5. Select E-Sign Document from the drop-down menu
6. Click Add an E-Sign Template
7. Here you will have the option to select any available templates

When editing an existing template, you can: 

Add Signer Roles:

• If co-subscribers should be added to an E-Sign Template, they can be included as Signer Roles
  1. Use the pencil icon to edit the template
  2. Click Add another role 
  3. Provide the Role title: 
     • Investor 2 
       • DO NOT DEVIATE FROM THIS TITLE
         
  4. Adjust the signing order:
     • Investor
     • Investor 2
     • Countersigner 
       • DO NOT DEVIATE FROM THIS ORDER
  5. Set Signer Order to enabled
  6. Click Next
  7. In the Signer drop-down menu, your new role will appear 

Update Captured Data: 

• Make any necessary changes to the fields that will populate or to the signatures collected

Additional E-Sign Document Functions

Step Name:

• You can customize the Step Name that will appear to the investor in the Investor Flow

Visible Only To:

• Select a Role or a List to limit the users who will have access to view and complete the E-Sign Document

REF: 

• How to prepare custom fields for mapping? (e.g for e-signature, Zapier, 3rd party integration)
• How to leverage Account Lists
• Master Class: https://youtu.be/v-usXv2cN7s