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Updated e-Signing flow with signatories

EquityList Product Updates

e-signing-signatories
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Compliance

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Enhancement

Updated e-Signing flow with signatories

With hundreds of grants being issued every month on the EquityList platform, it was about time that we further simplified your e-Signing flow by reducing repetitive actions.

Earlier, company admins had to repeatedly upload their signatures for executing a document on EquityList, you can now:

  1. Set specific signatories for different workflows, ie - executing share certificates, ESOP grants, and more
  2. Upload the signature image that needs to be affixed or draw/type signatures. These get saved on the platform (this is a one-time activity).
  3. Assign the relevant signatory to the respective ESOP/SAR scheme (this is a one-time activity).
  4. Whenever new share certificates or grants are queued for execution, the platform automatically assigns the relevant signatory and their signature with a unique hash key to the document (following standard e-Signing protocols).

We have also simplified the flow to execute a single grant at a time, encapsulating the entire journey within three simple steps:

  1. Generate a grant letter
  2. Sign as company
  3. Send employee invite emails + reminders

Test out the new flow and start generating grants!

In case you require assistance in setting up signatories then write to us at help@equitylist.co to help you out.