STEP 6: Countersigning Subscription Agreement

Viewing the Subscription Agreement

Within the Fundraising tab of your investment, click the blue pencil button. 

Click "Countersign + Subscribe"
It will let you exit without signing, this is how you will view the document to decide if you want to accept the agreement. 
View the document and exit when you are finished. 

Assigning Acceptance Status

Your Passive is anxiously waiting to know if they have made the cut. :) 

Move them from Signed to Acceptance, followed by the acceptance status (Accepted, Waitlist, Not in Deal, Redo). A pre-populated email will appear to the right based on the Acceptance you selected. 

If a passive needs to resign to fix an error or change an amount set it to the status of Redo. Once selected, this message will appear. Confirm the rejection so they can resign.

Countersigning

Once you have decided to accept the Passive and clicked Countersign + Subscribe the document will load. Click "Get Started".

Fill out boxes by typing or clicking to sign. Once all required fields have been completed, click "Continue".

One more click... "I Agree" :)

Success! You have countersigned the document. It will update within Podium and auto-populate an email on the right side of the screen for you to send and notify the Passive. A copy of this will be under the documents tab for both you and the Passive to view.

How it will look within Podium:

Click the blue edit button to update Received funds

Passive must be in the status of Subscribed to import into the final Roster