Applies to: General partners
You can view LP progress for onboarding tasks. When completed, you can countersign the subscription document.
How to review onboarding tasks and countersign the subscription document
When the LP has finished completing all of the information and uploading supporting documents, the LP submits the onboarding to you. You can then review it and decide whether it is complete or needs more information. You can either send the onboarding back to the LP or countersign the subscription document.
- From the Entity menu, select Onboarding Tasks.
- Click the name of the task you want to review. Tasks with a status of New cannot be viewed because there has not been any activity by the LP.
- The status of the onboarding task determines the options that are available. The following options are available for all statuses except New.
- Subscription Documents tab - Click the subscription document name to open it in the viewer. Click the download icon to download the document. If the LP is in process or completed filling out their details, the subscription document will show the data that has been provided to date.
- Support Documents tab - Lists the documents that the LP has uploaded for this task. These documents are immediately available to the GP when they are uploaded. Click the document name to view it. Click the download icon to download it.
- Activity Log tab - Lists the activity for this task. Click LP Activity or Admin Activity to display the type of activity you are interested in.
- Release Task - This option is available from the three dots menu. Select this option to release the task from the LP user that claimed it, so that another LP user can continue working on it. LP user must claim a task and when they do so, all other users have read-only view of the task.
- Subscription tasks that have a status of In Review have the following additional options:
- Sign - Use this option to sign the contract when you have received all of the necessary information from the LP. The subscription document is displayed. Sign it and click Submit.
- Back to In Progress - Use this option if you need additional information from the LP. In the dialog box that is displayed, add instructions for the LP and click Return Package to Limited Partner. LP users associated with the task will receive a notification that the item has been sent back and will see the note on the screen when they next log in to review.
- Subscription tasks that have a status of Counter Sign have the following additional options:
- Sign - Use this option to sign the contract when you have received all of the necessary information from the LP. The subscription document is opened. Click I agree to use electronic records and signatures and click Continue. Click Start. Click Sign, sign the document, and click Adopt and Sign.
- Back to In Progress - Use this option if you need additional information from the LP. In the dialog box that is displayed, add instructions for the LP and click Return Package to Limited Partner. LP users associated with the task will receive a notification that the item has been sent back and will see the note on the screen when they next log in to review.
- Mark as Complete - Use this option when the task is complete. The status will be changed to Executed.
- All subscription tasks have the option to download all document in the package.
- Click the Download all documents in this package icon at the top of the screen.
- To view the download file, from the Manage menu, select Manage Exported Items.
- Click the name of the download to download it.