How to request a signature on a document

Overview 

You can request signatures from one or multiple investors for a specific document attached to a deal. 

Once the document is signed, the platform generates the signed document, which is then automatically added to the designated Signatures folder.

This help article covers:

• Requesting a signature on a document

How to request a signature on a document

Starting on the home page. Click the hamburger icon (≡) to open the menu. The menu opens in a left-hand sidebar.

Click the My Deals button, which will take you to the deal screen. 

From the Explore Deals page, choose the deal you want to initiate a signature request for a document.

Click the Documents tab to open it.

Here you'll find a list of folders where you can upload new documents, or initiate signature requests for documents that have already been uploaded.

Click into the folder where you’d like to upload a new document or locate the documents you want to request signatures.

Once the document has been uploaded or located, on the right side of the document, click the ellipsis (...) here you can select Manage Signatures.

Next, you can choose or search for the investors who need to sign the specific document.

By selecting request signature, you can initiate either electronic or wet signature requests. This action will prompt the generation of an on-platform notification and email notification, prompting the selected investors to sign the document.