Create an InstaPage
When using InstaPages, the first step in your workflow should be to add all the signatory information for the deal.
You'll want to add all your signatories to the Manifest Page before you start creating InstaPages. You can create the signers directly in the Manifest page, import signers using our Excel template or from a prior transaction.
Signing Groups are very helpful when using InstaPages as you collect your Shareholders, etc. into Groups. You'll want to create your Signing Groups on the Manifest page.
To add an InstaPage:
- Open the document where you want to add the InstaPage
- Select the signature slip page or placeholder and click the 'Insert' button
- Choose InstaPage
- Then start adding signatories!