Note: a video tutorial can be viewed here.
On this page, you can click to create a new workflow. There are 5 steps to a workflow.
Second, select the certificates/options/debt/etc that you want to issue paperwork for. (This is the information we entered previously). You will need to enter an email for the shareholders with selected transactions before moving to the next step.
You can preview the generated document on this step or step 5. Follow the steps in this tutorial to do so.
Each individual will receive an email with a link to sign their document. After all parties have signed, a PDF of the document will be created and emailed out to the signers. The PDF will additionally be stored in Capshare on the respective certificate page.