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Simplify Your Workflow with Foundercrate's Digital Signing Feature
Simplify Your Workflow with Foundercrate's Digital Signing Feature

This provides instructions to help you get signatures from stakeholders quickly and efficiently, ensuring timely execution of documents

Kanishka Sharma avatar
Written by Kanishka Sharma
Updated over 4 months ago

Introduction

In the fast-paced business world, timely document signing is essential for maintaining momentum and ensuring compliance. Foundercrate's Digital Signing feature makes it easier and more collaborative to get signatories on board and achieve signatures on time for any resolution or document. Whether it's for investors, promoters, shareholders, employees, or founders, this feature allows you to share documents and get them signed instantly—all from one place.

Using the Digital Signing Feature: A Step-by-Step Guide

  • Step 1: Accessing Your Foundercrate Account

Begin by logging into your Foundercrate account. Enter your credentials and access your main dashboard, where all your features and tools are readily available.

  • Step 2: Navigating to the Digital Signing Feature

On the left-hand panel of your dashboard, locate and click on the 'Digital Signing' feature. This section is dedicated to managing all your document signing needs.

  • Step 3: Uploading a Document

To start the signing process, click on the 'Upload Document' button. Select the document you need signed from your device and upload it to Foundercrate.

  • Step 4: Adding Signatories

Once the document is uploaded, you can add signatories. Click on 'Add Signatories' and enter the email addresses of the stakeholders who need to sign the document. You can add multiple signatories, ensuring all necessary parties are included.

  • Step 5: Setting Signature Fields

Next, you'll need to designate where each signatory should sign. Drag and drop signature fields onto the document for each signatory. You can also add other required fields, such as dates or initials, to ensure the document is complete.

  • Step 6: Sending the Document for Signature

After setting the signature fields, click on 'Send for Signature.' This action will send an email to each signatory with a link to the document. They can review and sign the document electronically, making the process quick and convenient.

  • Step 7: Tracking and Managing Signatures

Foundercrate allows you to track the status of each signature request in real-time. You can see who has signed, who is yet to sign, and send reminders if necessary. This feature ensures you stay on top of the signing process and follow up as needed.

  • Step 8: Finalizing the Document

Once all signatories have signed the document, you will receive a notification. The signed document will be stored in your Foundercrate account, where you can download, share, or keep it for your records.

Conclusion

Foundercrate's Digital Signing feature simplifies and accelerates the document signing process, making it collaborative and efficient. By centralizing your document management and signing needs, you can ensure timely execution and maintain smooth operations. Follow these steps to leverage the power of digital signing, streamline your workflow, and enhance your business processes.

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