Sign Documents and Stock Certificates as a Signatory

As a signatory, you can sign legal documents, such as digital stock certificates, on your company's behalf. You will be notified that a company has assigned you as a signatory.

Receive and view signature requests

There are 3 places to view signature requests:

  1. Via email: you will receive signature requests via email.
  2. In-app: on an individual security's inspector view. For example, for common stock certificates that need to be signed, go to Ownership > Stock, click on a stock certificate ID, say CS-125.
  3. In-app: on the To-Do List view in the app (coming soon).

Sign documents

Click on Sign, review the document template and populated security details, then sign electronically.

View signed documents

Signed documents appear in the Documents section of each security's inspector view.