Create a Document Workflow

As part of regulatory compliance, issuers can configure document workflows that require investors to sign specific documents during the token purchase process. This feature helps ensure compliance with legal requirements in the issuer's jurisdiction.

Once configured, the platform will automatically prompt investors to complete the document workflow based on your settings, either during or after the token purchase process.

Document Configuration Steps

1. Document Details

   1. Document Name: Enter a clear, investor-friendly document name

   2. Document Description: Provide a description explaining the purpose of the document to your investors

   3. Upload Document: Upload the document in PDF format

2. Define Signing Requirements

   1. Specify when investors need to sign: before or after token purchase.

   2. Indicate if the document is required for all transactions (if the sign is required post purchase).

   3. Set up document renewal requirements if applicable, including renewal timeline

3. Variable Properties

   1. Add dynamic information of investors, investment details, and token details such as investor name, investment value, and token name etc.

   2. Include mandatory signature blocks for document validation

Issuers have an option to add a document for signing or remove an existing document workflow even after the asset is listed.