Once the EE-Sign module is activated, all admin users will have access to the E-Signature feature. Admin users will see the EE-Sign tab within their Admin module, in any Investor Profile, and in any transaction.

Admins will be required to activate the EE-Sign feature for any advisors who wish to use it ($30 per advisor per month).

To activate the EE-Sign feature for an advisor, select "Edit Advisor" from their profile page and toggle the “E-Signature Enable” to Yes.

To begin the process of requesting an e-signature, you will have to first choose which area of the system you would like to send the document from. The options are as follows, depending on your requirements:
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1. Transaction:
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Each transaction will contain an EE-Sign tab. This is the most common area to add a document as there are often subscription documents and other relevant transactional documents that may be required by the trade.

2. Investor Profile:
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Similarly, each investor profile will contain an EE-Sign tab. This is also a helpful area to add documents that may be more general than on the transactional level.
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3. Admin Module:

Lastly, you are able to add documents to the EE-Sign tab of your Admin Module, which contains a 'global' library of EE-Sign documents.
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Once you have determined the area you would like to upload your document to, you will click the 'Upload' button in the Document Library:
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From here, you will be able to drag and drop the file(s) you would like to upload:
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Once the file has been dropped, you are able to categorize the type of document it is. The three categories are: Transactional (sub documents, etc.), Internal (investor profile update), or KYC. The category you choose will not have any consequences functionality but rather serves as a internal flag for your own internal record keeping.
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​Once you are ready to prepare your document for signature, select the file and click 'Prepare Document'. Please refer to the following article for tips regarding this process: Preparing a Document
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Once the document has been sent for e-signature, it will appear in your 'Documents for Signing' table in 'Pending' status. At this point, an email is sent to the investor notifying them that they have a document for signing. They will be able to access this document through the link in their email, which will bring them directly to their portal. This link is only valid for 72 hours until it expires.
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Alternatively, they are always able to sign the document by logging into their portal directly from a URL (such as https://portal.exemptedge.com).
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Once the investor navigates to the EE-Sign tab in their portal, they will see they have a pending document for signing. They are able to sign this document electronically by double-clicking on the 'Pending' button:
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Once the document has been signed and the investor clicks 'Submit', the document will appear in the green 'Signed' status in your 'Documents for Signing' library.
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You are also able to view, download or print the document at any time by clicking the icons under the 'Actions' column.