How to mark a SuperComply document as signed

Navigate to Menu > Funds under SuperComply

Documents relating to Funds can be marked as signed in the the Fund profile, under "Recent documents".

 

Recent Documents:

The 'Recent Document' section on the Fund Profile lists the most recent documents created for the Fund. It is a great visual to see in list form, the most recent documents created as well as what ‘status’ they are in.

Confirmsigning.png

When the status is Waiting for Signature, you can confirm signing and move the document to signed by clicking on the ‘confirm signing’ button. 

You will then be directed to a pop-up screen where you can upload the signed document to be saved on the timeline as well as any other related documents. It will also ask you to disclose the date of signature.

mceclip2.png

 

Was this article helpful?
2 out of 2 found this helpful
Have more questions? Submit a request