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.

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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.