There are two places where you can create a new WealthSign Template in your platform:
- From Platform Documents
- Select Platform from the left menu
- Choose Documents
- Click Edit E-Sign Templates
- Click Create New E-Sign Template
- Within an Offer
- Select Offers from the left menu
- Click into any offer
- Expand the Investor Flow menu
- Click Add an Investment Step
- Choose E-Sign Document
- Click Add an E-Sign Template
- Click Create New E-Sign Template
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