Introduction

This article will guide you through the process of activating your account and setting up your investment entity so you can view and sign all of the necessary documents relating to your firm. Companies may add you directly as a new user outside of a workflow, or you may be added as part of an equity or financing workflow. This article will show you the perspective of setting up your account as part of an Issue New SAFE workflow. See this article about how to activate your account if you are added outside of a workflow.

Activating Your Account

You will receive an email like the one in the example below.
Click on Review and Sign to open the setup page. Enter a password for your account, confirm that your name is correct, and check the box to confirm that you have read and agree to our Privacy Statement and Terms of Use. Click Create Account.
NOTE: If you already have an existing account, click the link to Sign in.
Check your email for the verification email with a verification code. The validation code will go to the same email as your invitation. Enter the Account Validation Code and click Continue.
Confirm the name and address of your firm.
If necessary, add or edit the signatories.
You will be prompted to sign and accept the investment documents.
Click Sign Documents. You'll be prompted to set up your signature block, where you can draw, upload, or use a typed signature. Once submitted, the workflow returns back to the company. At this point you can track the status of the workflow from your Workspace.