If either a grant issuer or grant holder chooses you as a witness for the signing of an option agreement, you will have to electronically sign the agreement on Capdesk at the same time as the person who chose you.
Here is how to do it.
First, you'll receive an email notification when a grant issuer or grant holder has selected you as their witness. Please note that in order to sign, both you and the person who invited you will have to be simultaneously logged in to Capdesk and be at the same physical location. When you are ready to sign, click the 'Log in to Capdesk' button in the email .
You will now be automatically directed to the 'Tasks' tab of your Capdesk account. Here you will be able to see that a new task, 'Witness Signature' has been added to your list. The state of your task will be 'Awaiting Witnessing Signature', which means it is time for you to sign the option agreement before any other actions can be taken.
To sign the agreement, click the action button (...) at the far right end of the task row, and select 'Witness and Attest'.
If your information is not already registered on Capdesk, you will be asked to fill out some basic information about yourself before you are able to sign. Click on the three relevant links (shown below) to enter the required information and once done, it will take you to the signing page.
If you and the person who invited you to sign are not in the same location and logged in to Capdesk, you will be shown a reminder that you need to do so before you can proceed.
Once both of you are ready, you will be directed to the option agreement page. However, you will not be able to read the full agreement before clicking the 'Continue' button. Alternatively, click on 'More Options' to select a different action, including the option to sign at a later time.
If you clicked 'Continue', you will now have access to the full document. On the first page, read the terms of your agreement. When you are ready to sign it, click 'Start' on your left.
This will automatically direct you to the last page of the agreement, where you are required to sign. The field where your signature is required will be indicated by the following icon:
To add your electronic signature, click on the icon. A pop-up screen will appear, presenting you with two options for your virtual signature (example shown below). Select the one you prefer by clicking on it, and then press 'Adopt and Sign'.
Now your electronic signature should appear in the field under your name.
When you are ready to finalise the process, click the green 'Finish' button at the top of your screen.
Now, the signing task under your 'Tasks' tab should be marked as 'Complete'.
Please note that the agreement is not made official until all four involved parties (grant issuer and their witness + grantholder and their witness) have signed the document.
If you wish to see the fully signed document at any point after its completion, you can do so by downloading it on your personal device. Navigate to 'Options' in the left hand-side menu, and locate the grantholder's name. Click on the action button next to that name, and select 'Transactions'. This should present you with a screen that says 'Issuance', referring to the grant(s) that have been issued to the grantholder.
Click 'Issuance'. A side-bar menu will appear on the right. The signed agreement (along with other documents that may have been stored for this transaction) will appear under 'Documents' section. Click on the document to download it.