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Introduction: This guide details the process that your clients will follow to upload supporting documentation during the eSigning process.

Change Log:

Date

Changes

April 2021

Added comprehensive documentation about an enhancement to the SIGNiX esign process that allows signers to upload supporting documents.

Audience: Field Advisors (and anyone who provides technical support to investors)

Functionality: This new enhancement allows signers to add attachments during the eSigning process when using SIGNiX as your eSign provider.

Changes to the Signing Ceremony

When you allow signers to add attachments, SIGNiX adds a step to the end of the signing ceremony. After the signer clicks Finish, a new screen called Add Attachments displays a list of documentation required to complete the transaction (if any). The signer can choose to add optional and required documentation immediately, or they can come back later. The section below walks you through the signer experience.

Note: Attachments are configured at the site level, not the transaction level. Open application preference docupace.signix.userAttachment.minDocAttachmentsto make changes.

Note: The information displayed on the Add Attachments screen is defined in the Attachment specifications that the system sends to SIGNiX.

Tip

Tip: If the signer leaves without uploading documents, SIGNiX will send email notifications reminding them of the incomplete transaction. this notification email contains a link to the Add Attachments screen.

Rw ui steps macro
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The signer finishes signing and confirms with their password.

Intent ti Sign. Now that you've finished signing, please enter the information below and click Sign to indicate you are HONDO DOG and are legally bound by your electronic signature. Enter your password. Go Back. Sign

Signing Ceremony

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SIGNiX displays the attachments page. As part of the first step, the signer may take the following actions:

Note

Important Note: Compatible files type are: PDF, JPG, JPEG, DOC, DOCX, XLS, XLSX, TIF, TIFF, PNG.

  1. Add Attachments (skip to step 3)

  2. I’ll Come Back Later (skip to step 4)

  3. Next (skip to step 5)

Attachments Description Please click on Add Attachments to choose a file(s) to attach. Choose Next below when you are done. If you have no attachments please select No Attachments below. 1) Add attachments. Required 0 Max 10. No attachments uploaded yet. 2) I ll Come Back Later. Next (3.

signer adds attachment

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If they choose to add an attachment, they must confirm the attachment by taking one of the following actions:

  1. Click Let Me Review to open the attachment and confirm adding it.

  2. Click Yes to complete the process. This completes the transaction.

Ready To Attach Your Files Are you sure you want to attach the following files TEST UPLOAD.pdf Note you can attach 9 more files. Are you sure you only want to attach 1 file(s) 1) Let ME Review Yes (2.

Attachment review option

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If the signer selects I'll come back later, a confirmation prompt provides the signer with two options.

  1. No Attachments (step 5)

  2. I’ll come back later (continued below)

Note: No Attachments will only appear if attachments have been marked as optional for this Signing Ceremony. Otherwise, the transaction will remain incomplete until attachments are added.

If you dont come back later to add attachments, this package wont be finalized. Are you sure youll collect your attachments and re-access these documents. If yes, click OK Ill come back later to continue. However if you actually wont be including attachments here just click No attachments and we will complete this step. 1 No Attachments Ill come back later 2.

Confirmation prompt

If the signer instead chooses I'll come back later again, then the signer can click Quit to leave.

Note

Attention: The transaction will remain incomplete until the signer returns.

Incomplete transaction

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Once the signer finishes signer finishes adding attachments, the transaction completes and any . Any attachments are sent to Docupace and uploaded into the Work Item. The signer may take the following additional actions:

  1. Click Close to close the session.

  2. Click Review to look over the documents and attachments and download them as desired.

HONDO thanks for signing online. You have successfully completed all required actions. The next party Chris Moneymaker has been notified by email at (redacted).com. Thank you for confirming your signature online. 1) Close Review (2

Completed transaction