Simplifying E-Signatures on the Platform
Accessing E-Signatures
Navigate to funds or SPVs
Click on the SPV you need documents for
Select e-signatures
Click on build template
Building the Template
Name the template
Customize the message
Upload subscription files
Assign roles (e.g., investor)
Set signer order if needed
Placing Fields
Open the document
Add text boxes
Align fields neatly
Populate investor commitment amount from the platform
Adding Information
Input investor details (name, date, etc.)
Align fields if desired
Saving and Sending
Save the template
Confirm changes
Documents are ready for use
Select recipients
Confirm and request signatures
Sending to Investors
Documents are sent to investors for e-signatures