|Plan Availability||✓ Early Access|
A workflow will contain a series of steps to be completed. One of those steps can be the creation and signing of a document. This is called a document step. Document steps are easily identified by the document icon () next to the document name.
1. Set up your document.
1.1. Update the name of your document. Click on the edit icon () at the top right side of your screen.
1.2. Read through the document description.
1.3. Add people that will be involved in signing and/or approving your document. Click on Company (+) or Investor (+) and enter the email address of the team member. If that person is not in your contacts, you can add them by clicking on Add new contact. You can then input their first name, last name, email, and phone number, and click on Add. If you'd like to remove a person, you can click on the delete icon on the left ().
1.4. Identify the signatories. You can click on this icon () to add signatories. Signatories will be requested to e-sign the document.
1.5. Identify the approvers. You can click on this icon () to add approvers. Approvers will be requested to approve the document before signing. You can set the order of approvers. Check the box next to Ask for approval in a specific order. You can then drag and drop the person in the order you want by clicking on this icon (). 🚩 Please note that third parties (investors) can't approve documents yet. This feature will be enabled later on.
2. Build your document.
2.1. Click on Create document once you're ready.
2.2. Answer the document builder questions. Once you have filled in the answers, click on () to save your answers and go on the next question.
2.3. Review the document. Once you have answered all the questions, click on Review document, either on the right side or bottom left side of the screen.
3. Customise the signing blocks.
3.1. Select the alignment of the signing block. You can select how you would prefer the signature to be aligned: one column left align, two columns by party, or one column right align. Once you've made that change, click on Save to reflect it on your document.
3.2. Select the information that will be displayed in the signing blocks. You can select whether the signing block will display the name and/or date. Once you've checked the box, click on Save to reflect those changes.
4. Submit the document for approval.
4.1. Send the documents out for approval. Click on Submit for approval. You can select the option to automatically send the document out for signing after it has been approved.
4.2. Approve or require changes. Approvers have the option to select "Approve" or "Changes required".
4.3. Leave comments. Approvers can leave comments on the editable sections of the documents. Those sections are the ones highlighted in grey. 🚩 If you have selected "Changes required", you have to leave comments before submitting your decision.
4.4. Submit your decision. The document will only progress to the next step once all approvers have approved the document.
4. E-signing the document. Click on Begin signing process and Sign. You will have the option to draw a signature or upload your signature. Once you have added the signature, click on Use to e-sign the document.
5. Download the document. You have the option to download the document in .pdf or .docx format. Click on the format you prefer to start downloading the document.
Proceed to the next step. Once the document has been approved and signed, you can move on to the next step of your workflow. Click on Next Step.
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