Edit and Customize InstaPages Content

You have a number of customization options on how to format the InstaPage.

• Edit page content
• Edit InstaPage style
• Add custom fields to signature blocks

Edit page content:

Add text blocks: You can add as many text blocks as you'd like. Just hover over the page and you'll see a purple bar with a + icon. Click that to insert a text block where you'd like. To add or edit block content, just click into the block and start typing.

Lead In and Footer: you can only have one Lead In and Footer block per InstaPage. If you don't want a Lead In or Footer block, you can delete them. Just hover over the block in question and click the trash icon in the top right corner of the block.

Inline Styles: To style the text blocks, click into the text block, and choose from the formatting options listed below.

• Italic
• Bold
• Underline
• Text alignment.

Edit InstaPage style:

You have a number of page formatting options:

Margin: you can adjust the page margins by clicking the Margin dropdown menu

Font: you can choose from 5 different fonts in the Font dropdown

Font size: you can adjust the page font size from 8-14 pts.

Add custom fields to signature blocks

If you're using InstaPages and want to include custom data — such as investment amount or number of shares — you can add custom fields to the Manifest page and then you'll have the option to include them on the InstaPage.

To add the custom fields to the InstaPage:

1. Open the document with the InstaPage
2. Click on the InstaPage
3. Click the signature block to open the side panel
4. Click on the Fields tab
5. Scroll down. Below the optional fields of Signing Date, Email, and Address, you'll now see all the custom fields you've added. They will not be selected by default.
6. Click on the custom fields you'd like to be included on this InstaPage. You'll see them pop up on the Signature block preview.
7. When the client goes to sign the page, the data will either be already filled out (if you've entered data for them on the Manifest page) or they'll be able to enter the data themselves at the time of signing.

Enter custom field data in the Manifest page.

1. Once you've added your custom fields
2. Click on a signatory name to open their profile
3. You'll now see a field for each custom field you've added to the transaction.
4. Enter in a value for each field you'd like this signatory to have
5. Then click Save