First, log into Box through your Keeper App Vault

✔️ on the menu to your Left, click Sign

✔️ click Templates

You’ll see a variety of templates to initiate. Each template is named for the type of Agreement.

• Investment management (AUM)
• Subscription
• Hourly

There are two Templates per Agreement Type ➡️ The Template with the (2) in the title is to be used for agreements with two signers (Client + Co-Client) Otherwise there is a single signature line for one client to sign.

✔️ Once you’ve decided on a template, select Use Template on the far right, a button will appear.

this is where we’ll keep it nice and simple, just type the Client(s) email address(es) in the upper right menu

next (and this is an important step) scroll down on the right side menu and look for the field labeled Save Location