When setting up the subscription information for your offering, you must add the documents that will be signed by your investors once their commitment offers are approved. You can manage these documents when you:

When you create your offering, you are led through a series of steps. After you complete your offering description and details, you are taken to the next step where you define the Stage and Parameters.

Once you select the investment entity that will be used to manage the offering, you should open the section for Online subscription documents and upload your documents. Note that the icon is yellow which indicates you must provide additional information, in this case, subscription documents, before you can complete the offering.

As you add the agreement document, you will choose the file, name the document, and check the appropriate boxes to indicate if just the subscriber or both the subscriber and the General Partner will sign electronically. Click Save to continue.

Note - If your document doesn't load, right-click it and use the "Load image" option.

You must always include at least one document. From here, follow the same directions to add additional documents as needed. Whether it is one document or more, this is referred to as the Subscription Package.

At this point, all documents that require a signature by the investors are uploaded but you can still make some changes if necessary. Select More options.

You can Edit settings if you want to change the name of the document. Select Preview to open a window to view the document online. As long as there are at least two documents uploaded, you will see the Remove option.

You'll notice that each document says not yet ready for subscribers and the icon remains yellow.

This means that the documents have not been configured to be signed electronically in Groundbreaker. You must enable electronic signatures for all your agreements. Go to this article where you can learn how to Prepare doc for signing.

You can add additional documents when you access an existing offering. Be aware that these additional documents are only presented to new subscribers. Existing investors or prospects that have already submitted the subscription package will not see these new documents.

=> Select Menu from the Home Dashboard

=> Then select Offerings

=> Click on the Offering you want to update

=> Click on Settings

=> Click on Stage and Parameters

Scroll down to the Online subscription documents section.

From here, you have the same options for uploading, revising, and removing documents that you had when you first added them during the offering creation process.

As you add each agreement document, you will choose the file, name the document, and check the appropriate boxes to indicate if just the subscriber or both the subscriber and the General Partner will sign electronically. Click Save to continue.

Note - If one of your document pages doesn't load, right-click it and use the "Load image" option.

At this point, all documents that require a signature by the investors are uploaded.

You'll notice that the newly added document says not yet ready for subscribers. This means that although your subscribers can review and download the documents, the documents have not been configured to be signed electronically in Groundbreaker. We recommend that you enable electronic signatures for all your agreements. Go to this article where you can learn how to Prepare doc for signing.

You can click on More Actions if you need to make changes.

You can Edit settings if you want to change the name of the document. Select Preview to open a window to view the document online. As long as at least two documents are uploaded, you will see the Remove option.

If you have more questions or feedback, please use the live chat in-app (located in the bottom right corner) or contact [email protected].