Once you’ve approved the visual layout of your template, we’ll begin mapping your questions and answers to the subscription documents and configuring status-change email notifications.

When the second draft is ready, we’ll notify you by email so you can either approve it or provide additional feedback.

​
Testing the Experience

During this stage, you can:

  • Preview the Template to see how responses map to your documents.
  • Test the full investor signing flow, including counter-signature if enabled.
  • Create a test Transaction to experience the investor journey from start to finish.

Follow the embedded walkthrough to simulate the signing experience.