Controls
Documents
Send for e-signature · track to completion · searchable archive · management read-all · every send & view audit-logged
28
Documents on file
all parties
3
Out for signature
▲ 1 today
1
Awaiting you
counter-sign
6
Completed · 30d
▲ on track
Out for Signature· live envelopes
| Envelope | Document | Party | Recipients | Status | Sent |
|---|
New Envelope· pick a template, add recipients, send
DocuSign · mock
Using the watermarked DRAFT template. Envelopes are built from the DRAFT template versions until the final wording is approved by counsel. The watermark is removed on the executed copy.
Recipients & signing order
1Lender
Eleanor Vance · Aldermoor Holdings
e.vance@aldermoor.example · Signer
2FBC
Joseph North · FBC
JW@lawsonsnetwork.com · Counter-sign
cccc
Compliance / MLRO
mlro@fbc.example · Copy
Mock mode. Nothing is emailed. In the full build this routes through DocuSign, tracks open / view / sign, and writes each step to the audit chain. Counter-signing on the FBC side is a money-adjacent step and requires the standard step-up.
Management read-all. Every executed agreement, KYC pack, DPA and statement is filed here and readable by Management. Ops / Risk / Finance see the document types their role covers. Access and every open are audit-logged.
Document Archive· 28 documents
All types
Agreements
KYC
DPA
Statements
| Document | Type | Party | Date | Status | Access |
|---|
Forward Book Capital — front-end prototype · illustrative seed data only · not for execution