Accept Wet Signature Agreements Through the Portal Subscription Process
Our subscription process now allows your subscribers to download, sign outside the portal, then upload agreements.
See detailed instructions on our Knowledge Base in the article for subscribers "How do I sign the subscription documents outside the Investor Portal?"
The functionality to upload signed agreements is also available on the manager side.
Take note that when a subscriber uses the upload functionality to submit a signed document, the sponsor will be able to countersign only by download, sign, and upload.
See detailed instructions on our Knowledge Base in the article for sponsors "How do I countersign subscription documents when the subscriber signs outside their investor portal?"