Simplifying the Loom Transcript: Creating an eSignature Document
Document Setup
Enter document title for investors.
Customize message or leave default.
Adding Documents
Drag and drop desired documents.
Arrange documents in preferred order.
Click open to prepare.
Setting Roles
Add your role (e.g., For, Client).
Set signer order if multiple roles are used.
Setting Fields
Choose fields and mark as required if needed.
Align fields for a tidy look.
Placing Investor Information
Select fields to pull from investor profile.
Use text fields for additional information.
Add signature field.
Automating Information
Use dropdown menu to select sender role.
Add text box to automatically pull in information.
Saving Template
Click save template.
Confirm changes.
Finalizing
Review and save template for future use.