Users are able to send documents for E-Signature in 3 different ways:

Documents sent through the EE-Sign tab of a transaction are viewable only in the Documents For Signing table under the same tab.

They are not be accessible anywhere else in the system.

2- From an Investor's EE-Sign tab

Documents sent through the EE-Sign tab of an investor's profile are viewable only in the Documents For Signing table under the same tab.

They are not be accessible anywhere else in the system.

3- From the EE-Sign tab in the Admin module

Documents sent through the EE-Sign tab in the Admin Module are viewable only in the Documents For Signing table under the same tab.

They are not be accessible anywhere else in the system.

It is best practice to upload a "Printed" or flattened version of your PDFs. This will lock any previous editable sections, ensuring a secure document audit trail.

How to flatten a document

Open the document in a pdf viewer and click “Print” . Instead of selecting a printer, select “Print to PDF”; this option will allow you to save the "flattened" pdf to your device.

The order that tags are placed in is the order signers will also review them in.

User: I am in an investors profile/transaction and I need to send a signature request to someone who is not the primary investor. Is this possible?

EE: Yes, if required, users can remove the primary signer on any EE-Sign request.

You will have to define a new signer type before removing the primary.

Within the EE-Sign tables there are date and time details that are available to users. These date and time details may not be the same as the details seen by your investors.

To you, the Advisor or Admin, all displayed date and times will be Mountain Standard Time (MST) .

Investors will see their computer date and time details (their local time zone)

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