Once the EE-Sign module is activated for you ($100 per month), 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.

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