How do I download signed documents?

Once investors have signed documents, they can be downloaded individually or in bulk.  

Individually

Single downloads are available from an investor's account:

1. Select Accounts from the left menu
2. Click into any investor account
3. Choose the Documents tab
4. Use the menu icon to download signed documents

In Bulk:

Multiple documents can be downloaded at once from the Platform Documents page:

1. Select Platform from the left menu
2. Choose Documents
3. Filter your documents by:
   • Template
   • Sign status
   • Transaction status
   • Custom transaction form fields
   • Offer
   • Date range
4. Use the checkboxes to select
5. Click the cloud icon to download

A template must be assigned to at least one signer and signed by a minimum of one party before it can be downloaded with data. 

If your template is assigned to a signer, but no one has signed just yet, you can use the View Print Version to download a blank copy.

NOTE: Downloads must process in a queue before they are available.  This may mean you will receive the file via email if processing has not been completed.