How to configure the documents to be signed at registration
A document to be signed at registration is a document to be signed at the end of the user's registration tunnel. Once all the registration steps have been completed, the user must affix his electronic signature to the document in question which will appear on the customer interface. The signature is done via Universign.
The document to be signed at registration can be different depending on the type of user:
- Investor natural person
- Investor legal entity
- Partner
To add a document to sign at registration:
- Click on Settings in the left menu,
- Then on the Settings tab.
If the document must be signed by the investor: enable KYC signature mandatory for investors in the Registration settings section.
If the document must be signed by a partner: activate Partners must sign the form in the Optional parameters section.
Configure the documents to be signed
Go to the Documents to sign tab at registration.
You can:
- add a document to sign for the type of user of your choice by clicking on the Choose a file button and once the file has been chosen, click on the Save icon.
- download the document to sign by clicking on the button View the document to sign.
- for partners, you can enter the email address of a possible co-sign in the field provided for this purpose.
