Adding Custom Text to Workflow Documents

Contents

• Adding text to documents
• Reviewing custom text (internal signatories)
• What external signatories will see
• Removing custom text

Adding text to documents

To add text to a document the workflow must be un-signed. If any signatories have signed any of the documents in the workflow, you will need to resend the workflow to before the documents are signed.

This feature is only visible to internal signatories. External signatories may not add text to documents

• While reviewing documents, click More Actions > Edit Documents

• Drag and drop a text field onto the document
• Type to add the text to the document

• Move and resize the text as needed
• Click confirm to save changes

Note: Custom text that is added to the document will note chance any data that was entered in the workflow and will not be stored on the investors profile

Reviewing custom text (internal signatories)

After text has been added to a document, subsequent roles will see a highlight on the text for easy review

Each time a document is edited, an edit item will appear in the activity log on the response.

What external signatories will see

Investors and other external signatories reviewing documents will see the custom text that has been added without any highlighting or other indication that it was manually added.

Removing custom text

Cusotm text can only be removed by internal signatories and must be removed before any of the documents in the workflow have been signed. If any document has been signed the workflow will need to be resend to before the first signing role to modify or remove custom text.

• While reviewing the document you want to remove custom text from, click More Actions > Edit Documents
• Select the custom text and click delete
• Click confirm to save changes

Note: Resending workflows and editing receiver emails on workflows will not remove custom text. The only way to remove custom text is the step listed above.