Document signing on Vestd

Your important documents signed through Vestd

Vestd’s Document signing tool allows you to effortlessly manage the signing process for any of your documents that are drafted outside of the Vestd platform.

Whether it's Shareholder Agreements, ITEPAs, Convertible Loan Notes, Non-Disclosure Agreements, or Advanced Subscription Agreements, our Document signing tool empowers you to confidently handle the signing of confidential documents that are crucial to serving the needs of your business.

If you're looking to action a company change that requires authorisation via ordinary or special resolutions, please check out our bespoke resolutions tool instead. 

Vestd now supports electronic witnessing. For more details, please refer to our Electronic Witnessing guide.

 

Let's get started and make document signing a breeze!

How do I upload a document? 

You can find Document signing via your navigation panel on the left hand side of your Vestd dashboard. 

 

  1. Click Secretarial & admin > Document signing.




  2. Click ‘Add a new document…’.




  3. Select the document you’d like to circulate for signing by clicking browse.



  4. Once your chosen document has been uploaded, you will be able to select the type of document it is from the ‘Document type’ dropdown box (e.g. employment contract, articles of association, ITEPA etc).



If the desired category is not listed, you can select ‘Other’ and use the description box below to specify the type of document.

 

My document is uploaded. How do I add and invite my signers? 

 

  1. Select a signer from the dropdown list of your existing shareholders 

 

 

or click 'New signer' to add a new contact. Enter the signer’s first name, last name, and email address. To add more signers, click 'Add another signer'. 

 

 

 

 

To add more signers, click 'Add another signer'. When you're done, click 'Continue'.

 

 





2. Next, you'll be prompted to place the signatures on the document, along with an optional date field. Simply click on the signer's name, then click on the document where the signature should be placed.




 

 

Once all the signers are positioned, you're all set!

All that’s left to do is click ‘save and send for signing’. The signers will receive an email invite and be guided through the DocuSign process. 

Easy as that.

 

 

 

 

What happens next? 

Once everyone has signed, you will be notified by email with the finalised signed document attached. 

 

 

 

Here you can view who has already signed the document and those left to sign.

 

 

*Our team, content and app can help you make informed decisions. However, any guidance and support should not be considered as 'legal, tax or financial advice.'