Equity Financing - Standalone Signature Pages

If you are in the midst of an equity financing on our platform, and an investor is unable to sign documents through the Equity Financing workflow, you will have an opportunity to create a standalone signature page for that person or entity. This article will explain the steps for creating such a signature page and uploading the signed version at the end of the financing.

How To Create a Standalone Signature Page

Standalone signature pages can be created at the "Monitor Closing Steps" page in the Equity Financing workflow. By selecting the three-line menu to the right of the investor's name who will be signing on paper, you will be presented with the options to "Upload Signature Pages" or "Restart Signing Flow".

• Select the "Upload Signature Pages" button from the drop-down menu. This will also discontinue the electronic signing process for that person or entity so that they do not inadvertently sign the documents twice.
• Confirm that you want to continue. Once you have confirmed that this is the action that you would like to take, you will be able to download all of the prepared signature pages for each document related to that specific investor.

A downloaded signature page will include only the signature block for that investor, as shown below.

• Once the investor has signed, you will re-upload this signature page by selecting the "Upload Signature Page" button.
• After you have uploaded all of the signature pages related to that investor, you will be able to continue through the workflow by selecting the "Continue" button. The workflow will automatically redirect you to the "Monitor Closing Steps" page, wherein you will be able to track the progress of the remaining signatures associated with this Equity Financing process.

Note that, if you accidentally select the "Upload Signature Page" option and your investor then decides to sign through the platform, you can undo this action.

To reset the signing process for this investor, you can select the three-line menu again. This time, you will select the "Restart Signing Flow" button from the drop-down menu.

This will reset the signing status to "Pending" and send a notification to your investor asking them to log in and finish signing the appropriate documents on the platform.

Screenshots are for illustrative purposes only.

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