WealthSign Step-by-Step: How do I assign a field based on account type?

Fields can be assigned within your E-Sign Template to display only relevant information to all of your investors.  You can assigned fields based on account types. 

To assign a field(s):

1. Select any field in your template, or use your mouse to draw a square around multiple fields to select
2. Click the Visible Only To drop-down menu
3. Choose the investor account type that you want to see the field
4. Save