Knowledge Base

How can I, as an admin, re-send a subscription form to an investor?

Admins can send a reminder in the Deals module, which sends the subscription form to the investor again. Admins can only send a reminder to the investor that has not yet signed the deal.

When admins send a document for signing, investors might appreciate an update, explaining that they should have received an email from ‘noreply@scrive.com’ that needs to be signed.