Signature Visibility

Signature Visibility

Understand who can see signatures and when they're visible in Intain Markets

Overview

Electronic signatures via Adobe Sign are used for term sheets, master commitments, and funding notices. This guide explains who can see signatures and when.

Term Sheet Signatures

When Borrower Signs

Who Signs: Borrower (via Create Draft button)

Process:

      1. Borrower clicks Create Draft
      2. Adobe Sign popup opens
      3. Borrower completes signature
      4. Status changes to BorrowerSigned

Visibility:

  Party
  Can See?
  When
  Borrower
  Yes
  Immediately after signing
  Facility Agent
  Yes
  When term sheet is in FAReview

Where to View: Term sheet details → Documents section

Master Commitment Signatures

When Lender Signs

Who Signs: Lender (via Approve & E-Sign button)

Process:

      1. Lender clicks Approve & E-Sign in Opportunities section
      2. Adobe Sign popup opens
      3. Lender completes signature
      4. Status changes to ACTIVE (one lender approval activates)

Visibility:

  Party
  Can See?
  When
  Lender
  Yes
  Their own signature, immediately
  Facility Agent
  Yes
  All lender signatures
  Borrower
  Yes
  After facility becomes ACTIVE

Where to View: Master commitment details → Documents section

Funding Notice Signatures

When Facility Agent Signs

Who Signs: Facility Agent (for each lender)

Process:

      1. Funding request approved → Funding notice generated
      2. FA clicks Approve on funding notice
      3. FA clicks E-sign (0/n) - starts e-signature
      4. Adobe Sign popup opens for each lender
      5. FA signs for that lender
      6. Count updates (1/n, 2/n, ... n/n)
      7. Each lender's e-sign complete → Visible to that lender

E-Sign Progress:

  Status
  Meaning
  E-sign (0/3)
  No lenders signed yet
  E-sign (1/3)
  FA signed for 1 lender
  E-sign (2/3)
  FA signed for 2 lenders
  E-sign (3/3)
  All lenders signed

Visibility:

  Party
  Can See?
  When
  Facility Agent
  Yes
  Immediately after signing
  Lender
  Yes
  After FA completes e-sign for that lender
  Borrower
  Yes
  After FA completes e-signs

Where to View: Credit Facility section → Funding notice details

Signature Status Fields

Term Sheet

      • Status: BorrowerSigned after signing

Master Commitment

      • lenderStatus: 'pending_approval' → 'approved' → 'esignature_completed'
      • Facility becomes ACTIVE when at least one lender approves

Funding Notice

      • E-sign count: (0/n) → (n/n)
      • Individual lender e-signature tracked
      • Each lender can see the funding notice once their e-sign is complete

Important Notes

Role-Based Visibility - What you see depends on your role

Status-Based Visibility - Some signatures only visible after certain statuses

Permanent Records - Signed documents stored securely, cannot be modified
​
Audit Trail - All signatures recorded with who, when, and details

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