WealthSign: (Subscription, Automation, E-Sign, ESign, Subdoc, Sign)

Important Notice: HelloSign/Dropbox Template Migration (Default Platfiorm E-Sign Provider)

We're migrating templates from our default provider, HelloSign/Dropbox, to WealthSign. Your HelloSign/Dropbox templates will work until 12/21/24, after 12/21/23, modifications won't be supported.

Thank you for your cooperation.

WealthSign is the first E-Sign solution designed entirely for Capital Raising. Built to save time, grow with your team, and deliver a streamlined subscription automation process.

• Streamlined Efficiency: Regardless of document size, streamline your E-Sign creation process by cutting your time spent by 75%!
• Easy Management: Manage complex templates by leveraging Account Lists and Assignment, Questionnaire Mapping and more!
• Tailored Templates: Save time by utilizing a single template for all your investor types
• AI Driven Field Placement: Benefit from precise field detection

General FAQ's: 

Q: Is WealthSign compliant?

A: WealthSign has been reviewed by a legal team to meet the UETA and E-Sign Act standards. Review our compliance PDF attached at the bottom of this article. 

Q: Can I leverage WealthSign for data input for my documents without a signature required?

A: Yes, the WealthSign technology does not require a signature and can be exported and signed elsewhere based on your compliance needs. 

Q: How do I find WealthSign?

A: You can find WealthSign on both the Platform > Documents > Edit E-Sign>  Create E-Sign  AND under Manage Offers > Investor Flow > E-Sign > Add E-Sign > Create

Q: Where is the pink/red Sender field?

A: You will no longer require a sender field in our template creation, instead use the Variable assignment to select which data point you would like to display to your end user. 

Q: Do I still need to create multiple templates based on the role types needed in my subscription document?

A: You will no longer need to maintain multiple templates in the system for the various roles that are in your subscription document. See our Features and Highlights section for more information. 

Q: Why do I need to use WealthSign?

A: Our support for HelloSign will end December 2023.

Q: Who can I ask for a review of my WealthSign Template?

A: Submit your review request through the Support Portal with the subject 'WealthSign Review' and we will process the review in 1-4 business days.

Q: Who can I ask for help?

A: Our support team is ready to answer any questions regarding your template setup submitted through the Support Portal.

Features and Highlights: 

Advanced Options: 

Master Template Optimization

With the WealthSign feature, you will no longer be asked to create unique templates per Investor Role/Type. Instead, you will manage all scenarios in one master template that will dynamically display to the end user fields that are relevant to them only. 

For Example: I as an Admin, have a situation where my Subscription document has one area of questions/fields that are unique to an Entity or LLC which do not apply to an Individual Investor. With WealthSign you can now highlight specific areas of the template to designate the role or unique account list.

Adding New Form Fields on the Go

As part of our effort to streamline your template creation, the option to quickly add fields that may not already be part of your platform is available through the WealthSign interface. 

Go to WealthSign Template Manager > Select the fields or group highlight the fields you would like to add > Select "Edit Forms' > Select the relevant form location for the question > Add > Map

Artificial Intelligence on WealthSign

Upon uploading your templates our AI will automatically detect where there are fields requiring mapping as well as provide suggestions for your review on which variable key to use. These suggestion fields can be modified and accepted by clicking into the grey striped fields.

Basics: 

Drag and Drop your Text Fields, Checkboxes, Signature, and Date Fields into your template.

Assign data points also known as, variables, to your desired location by going to the Variable Mapping dropdown upon selecting a field