Participant: signing your documents

Overview

You are going to sign one or more documents relating to your investment. The process runs in three parts: you review the documents, you check your personal details, and then the signing itself takes place in DocuSign.

That last part is worth knowing in advance: you will briefly leave Kapitable for the DocuSign signing session, where a verification code will be sent to you. That is not an error and it is not a fraud attempt — it is what gives your signature its legal weight.

Allow about two minutes.

Steps

1. On your dashboard, open the signature task under Pending tasks.

2. Documents to sign — the list appears, with the number of pages in each document. You will be able to read each one at the next step.

3. Personal information — check your first name, last name and phone number. The screen is explicit: as shown on your identity document. These details are used for the signature and for verifying your identity, so they must match your identity document exactly.

4. Signing — the documents are prepared, then you are directed to DocuSign.

5. In DocuSign: read the documents, then start signing. A verification code is sent to you — enter it, then sign.

6. A DocuSign confirmation page appears. You then return to Kapitable, where your signature is recorded.

7. Summary — all documents signed. The task disappears from your dashboard.

What happens next

Your signature is recorded immediately, but the transaction is not complete until every party has signed. Once the whole signature process is finished, you will receive an email containing a copy of all the signed documents.

Your signed documents stay available in the Documents section of your space (B1.8).

Common questions

Why am I redirected to DocuSign? The electronic signature is provided by DocuSign, which is what gives it its evidential value. You stay within the same process: Kapitable prepares the documents, DocuSign collects the signature, then you come back.

I did not receive the code. The code is sent to the number you checked at the personal information step. If it is wrong, correct it before starting the signature.

The signing session expired. You will see a message saying the session needs a refresh. Pick the task up again from your dashboard — nothing is lost.

I have signed, but nothing is moving. The other signers must also sign. You will receive the confirmation email once everything is complete.

I have already signed. You will see that you have already signed all the documents. There is nothing to redo.

Related

• B1.3 — Participant: your dashboard · where the task appears

• B1.8 — Participant: finding your documents · where the signed documents end up

• B1.4 — Participant: completing your KYC check · why your name must match your identity document

• B1.7 — Participant: making your payment · often the other half of the same request