Should your investor choose to sign offline, the Flow platform allows managing partners to still use the software as a document hub.
When an investor signs offline, the following Documents are required for compliance.
Signed Subscription Documents
W9 (or W8 as appropriate)
KYC AML Documents
Updating the Flow Platform to reflect the Offline Signor
Documents are uploaded via the Upload Icon under the investor's slide-out. Select Upload with your documents.
By selecting "Subscription," the Flow platform will auto toggle "Complete Sign Subscription Task." This will mark the investor as having signed on the platform.
Still have questions? Feel free to reach out to firstname.lastname@example.org