How to add a document to sign on a product
It is possible to add one or more documents on a product.
These documents can be:
- for consultation by users
- for online signature by users
Add a document to be signed by the investor
Once connected to your administrator area:
- Go to Products -> Actions -> View or add documents
- Click on the Choose a file button located in the Documents to be signed by the investor
- Upload a document to add
- Click on the Confirm
Which profiles can sign documents online
The document can be signed by:
- the two types of investors: natural person and legal person.
- joint subscribers
- the usufructuary
- the distributor partner
- the administrator
To activate signatures on subscription documents:
- Choose the type of investor of your choice. This field is required
- To make the document a document to be signed, click on the button next to "The document is to be signed".
- You can now define by whom the document should be signed
- Click on the Confirm button to finalize the addition of the document to be signed on the transaction.
What do the signature options mean?
- The document to be signed by the investor appears at the end of the user's subscription process. He can consult the document at any time in his Signatures tab
- The document to be signed by the usufructuary appears in the user area of the usufructuary. He can consult the document at any time in his Signatures tab
- The document to be signed by the co-subscriber is sent by email to the co-subscriber.
- The document to be signed by the partner appears in the partner's space in the documents linked to the subscription visible in its Signatures tab.
It may take a few minutes for the document to generate (2-3 minutes).
What is the order of signature for multi-signature?
If several people have to sign the same document, the signatures are generated in a precise order:
- When the partner initiates the transaction, he signs the first follow-up of the investor and possibly of the usufructuary and the co-subscriber
- When the investor initiates the transaction, he signs the first follow-up of the partner and possibly of the usufructuary and the co-subscriber
What actions are possible on the documents to be signed?
From the Products -> View documents tab, it is possible to:
- download a document
- delete a document
- consult the signatures of this document
All the signatures generated on the platform are visible in the Signatures tab