Templates
- To mark a document as a Template:
- Add signers to a Template:
- Send your Template packets:
- Download the Template:
Templates are perfect for VC deals that require certain documents (SAFE notes, convertible notes, investor questionnaires etc.) to have a separate executed copy for each signer. You can upload one copy of the document, mark it as a Template, add one set of eSignature fields that replicate for each person, and then as each person signs, a separate instance of that template is created for each person.
To mark a document as a Template:
- Upload your document to the Transaction
- Open the document by clicking on the document title
- Click the Gear icon just to the right of the document name
- Turn on the Template toggle from that menu
Add signers to a Template:
- Currently, only Signing Groups are supported for Templates, so make sure you've first added your signatories to a Signing Group
- Open the Template document
- Mark each signature page as a signature page by hovering over the large page preview and clicking the Signature Page checkbox.
- Then select your Signing Group from the Add Signing Group dropdown
Send your Template packets:
- On the Create Packets page, select the checkbox next to the packets you want to send
- Turn on Enable eSigning
- Click one of the yellow Add buttons.
- Drag out the necessary eSign fields on one person's pages. The eSign fields you add will automatically replicate for every other member of the signing group.
- Send your packets as you normally would
Download the Template:
- As the signers start completing their copies of the Template, you can download the signed copies like any other document
- You can also build these separate documents into your closing binder. You'll see a separate document under available documents for each signer