Enhanced interest history

We’re excited to introduce enhancements to interest history which provide admins with a complete record of acceptance text, agreements, and signatures.

Streamline audits with a complete interest history

Admins can now access a detailed snapshot of the moment an Interest Holder accepts an interest , which includes:

  • The legal terms that the holder agreed to when accepting the interest
  • The legal documents that were attached to the interest when it was accepted, including the operating agreement or interest agreement
  • Date and time of when the holder signed and accepted the interest
  • Recipient signature and unique signature hash code generated at time of signature

Interest History Overview

Get started

Find these enhancements in the Interest History tab. For audits, export the interest to PDF by clicking “View as single page” from the interest detail. For more information, visit our support site.