Creating E-Signature Documents in Venture360
Objective
This SOP outlines the steps to create and manage e-signature documents using the Venture360 platform, ensuring all necessary fields and settings are configured correctly.
Key Steps
1. Accessing E-Signature Settings 0:24
Navigate to your fund or SPV.
Click on the name of the SPV you want to work with.
Select 'e-signatures' from the options.
2. Preparing the Document 0:32
Create a new set of subscription documents (e.g., 'Panda2 SPV').
Drag and drop your SPV PDF into the designated area and click 'open' to prepare the document.
3. Setting Up Text Fields 0:58
Start placing text fields on your document.
Delete the default 'Client' role and rename it to 'Admin' and 'Investor'.
Ensure the 'Admin' role is set to 'Sign by Admin' and marked as required.
4. Duplicating Required Fields 2:19
Duplicate the required fields for the Admin role as needed.
5. Adding Investor Fields 2:47
Scroll to the section where the investor will sign.
Add a text field for the investor's name and mark it as required.
6. Populating Capital Commitment 3:02
Add a text block for the capital commitment amount.
Use the variable 'Investor Capital Commitment' to populate this field.
7. Adding Date and Signature Fields 3:43
Add a date field and assign it to the Investor.
Ensure the signature field is marked as required and assigned to the Investor.
8. Adding Optional Fields 4:15
Duplicate any optional fields as needed, ensuring they are not marked as required.
9. Importing Tax ID 4:38
Add a text block for the Investor's Tax ID.
Use the variable for 'Investor SSN or Tax ID' to populate this field.
10. Finalizing Document Fields 5:10
Add an address field for the investor and mark it as required.
11. Setting Signing Order 5:26
Adjust the signing order if necessary by toggling the settings and dragging the fields.
12. Saving the Document 6:06
Click 'save and close' to finalize the document setup.
13. Sending the Document for Signatures 6:23
Click 'send' and select the recipient from the dropdown.
Confirm the document name and click 'Confirm and Request Signatures'.
14. Confirming Document Sent 7:04
Check the investor list to confirm that the documents have been sent for signing.
15. Accessing Signed Documents 7:17
In the investor's e-signatures tab, verify that the documents are available for signing.
Cautionary Notes
Ensure all required fields are marked correctly to avoid delays in the signing process.
Double-check the signing order to ensure proper workflow.
Tips for Efficiency
Use the duplicate function for similar fields to save time.
Familiarize yourself with the variable names to streamline the document setup process.
Link to Loom