Veriform Onboarding

Acme CapitalJS

Acme Capital Fund III

Private Equity · $50M Target · 7 Members

Name

Organization

Onboarding Status

Last Activity

Activity

📄

Fund Subscription Agreement

GP Signature

John Smith

Acme Capital Fund III

Private Equity · Acme Capital

Fund Subscription Agreement

In Progress

Auto-saved

Veriform

| Administration

Workflow Items

Verivend platform tenant

7 items

Recipient	Reference	Template	Status	Last Activity
John Smith	VF-WF-00418	Fund Subscription Agreement	Not Started	2h ago
Sarah Chen	VF-WF-00419	Fund Subscription Agreement	In Progress	Editing now
Mike Torres	VF-WF-00421	Fund Subscription Agreement	Signing	Submitted 1d ago
Lisa Park	VF-WF-00422	Fund Subscription Agreement	Awaiting CS	Signer 1 signed 3h ago
James Lee	VF-WF-00415	Fund Subscription Agreement	Complete	Approved 3d ago
Amy Wu	VF-WF-00420	Fund Subscription Agreement	Returned	Revision 5h ago
David Kim	VF-WF-00423	Fund Subscription Agreement	Awaiting CS	Signer 1 signed 1d ago

Recipient

Reference

Template

Status

Last Activity

John Smith

VF-WF-00418

Fund Subscription Agreement

Not Started

2h ago

Sarah Chen

VF-WF-00419

Fund Subscription Agreement

In Progress

Editing now

Mike Torres

VF-WF-00421

Fund Subscription Agreement

Signing

Submitted 1d ago

Lisa Park

VF-WF-00422

Fund Subscription Agreement

Awaiting CS

Signer 1 signed 3h ago

James Lee

VF-WF-00415

Fund Subscription Agreement

Complete

Approved 3d ago

Amy Wu

VF-WF-00420

Fund Subscription Agreement

Returned

Revision 5h ago

David Kim

VF-WF-00423

Fund Subscription Agreement

Awaiting CS

Signer 1 signed 1d ago

Recipient	Reference	Template	Status	Last Activity
Rebecca Lane	VF-WF-00430	Investor Subscription	In Progress	Editing now
Tom Nakamura	VF-WF-00431	Investor Subscription	Not Started	1h ago
Elena Vasquez	VF-WF-00425	Investor Subscription	Complete	12d ago

Error Log

Verivend platform tenant

CriticalMar 28, 2026 · 2:45 PM

DocuSign envelope creation failed

Recipient: Mike Torres · Redwood LP · Fund Subscription Agreement

Error: ENVELOPE_CREATION_FAILED — DocuSign API returned 429 Too Many Requests. Retry scheduled for 2:50 PM.

ErrorMar 28, 2026 · 1:12 PM

PDF merge failed — checkbox field type mismatch

Recipient: Sarah Chen · Blue Oak Fund · Fund Subscription Agreement

InvalidOperationException: EnumerateArray() called on string value at PDFFormMerger.cs:684. Field: "investor_certifications" stored as string, expected array.

WarningMar 28, 2026 · 11:30 AM

Token refresh failed for signing session

Recipient: Lisa Park · Summit Investments · Fund Subscription Agreement

Warning: VeriSign token refresh returned 401. User session expired. Redirecting to re-authentication.

ErrorMar 27, 2026 · 4:55 PM

Webhook delivery failed — host unreachable

Event: workflow_item.submitted · Target: https://api.verivend.com/webhooks/veriform

Error: WEBHOOK_DELIVERY_FAILED — Connection timeout after 30s. Retry 1/3 scheduled.

WarningMar 27, 2026 · 3:20 PM

File upload exceeded size limit

Recipient: Amy Wu · Cypress Fund · Fund Subscription Agreement

Warning: Upload rejected — file "tax_returns_2025.pdf" is 15.2MB, max allowed is 10MB. User notified.

CriticalMar 27, 2026 · 10:05 AM

Submission status sync failed — dual API inconsistency

Recipient: David Kim · Fern Ventures · Fund Subscription Agreement

Error: STATUS_SYNC_FAILED — Host platform returned 200 (approved) but Veriform status update returned 500. States inconsistent. Manual reconciliation required.

Back to Workflow Items

Mike Torres

VF-WF-00421 · Fund Subscription Agreement

Not Started

In Progress

Submitted

Signing

Awaiting CS

Complete

Declined Archived

Recipients & Signers

Mike Torres

mike@redwood.com · Signer 1

Signing

John Smith

john@acme.com · Countersigner

Pending

Response Data

Rendered from template: Fund Subscription Agreement (v3.2)

Section 1: Personal Details

legal_name

Michael Torres

mike@redwood.com

phone

(555) 123-4567

address

123 Main St, San Francisco, CA

Section 2: Investment

investment_type

Individual

commitment_amount

$500,000

Section 3: Compliance

accreditation_status

Accredited - Income

accreditation_docs

Accreditation_Letter.pdf

Errors & Warnings

ErrorMar 28, 1:12 PM

PDF merge failed — checkbox field type mismatch

InvalidOperationException at PDFFormMerger.cs:684

WarningMar 27, 4:55 PM

Webhook delivery retry — host slow response

Retry 2/3 at 4:56 PM — resolved

Activity

Signing initiated via DocuSign

Mar 24, 2:35 PM

Form submitted by recipient

Mar 24, 2:30 PM

Recipient completed all sections

Mar 24, 2:15 PM

Recipient opened form

Mar 23, 10:00 AM

Workflow item created

Mar 22, 3:00 PM

Name	Version	Status	Fields	Last Modified
Fund Subscription Agreement	v3.2	Active	42 fields	Mar 25, 2026
LP Commitment Letter	v2.0	Active	18 fields	Mar 20, 2026
Side Letter Agreement	v1.1	Draft	24 fields	Mar 18, 2026
KYC Verification Form	v1.0	Archived	15 fields	Feb 10, 2026

Field Name	Type	Category	Used In
Legal Name	Text Input	Personal Info	3 templates
Email Address	Email	Personal Info	3 templates
Tax ID (SSN)	SSN	KYC	2 templates
Commitment Amount	Amount	Investment	2 templates
Accreditation Basis	Select	Accreditation	2 templates
Investment Type	Select	Investment	3 templates
ID Document Upload	File Upload	KYC	1 template

Group Name	Fields	Used In	Last Modified
Personal Information	8 fields	3 templates	Mar 20, 2026
Investment Details	5 fields	2 templates	Mar 18, 2026
Accreditation	6 fields	2 templates	Mar 15, 2026
KYC / AML	10 fields	1 template	Mar 10, 2026
Beneficial Ownership	12 fields (repeatable)	1 template	Mar 5, 2026

Document	Type	Size	Linked Template	Uploaded
Fund_Subscription_v3.pdf	PDF Template	2.4 MB	Fund Subscription Agreement	Mar 25, 2026
LP_Commitment_v2.pdf	PDF Template	1.8 MB	LP Commitment Letter	Mar 20, 2026
Side_Letter_Draft.pdf	PDF Template	980 KB	Side Letter Agreement	Mar 18, 2026
Signed Documents	Folder	14 files	—	—

Event Log

System-level workflow execution events

18 events

Mar 28, 2:45 PM

signing.initiatedVF-WF-00421

DocuSign envelope created for recipient

Actor: System · Envelope ID: env-8f4a2b

Mar 28, 2:30 PM

form.submittedVF-WF-00421

All form sections completed and submitted

Actor: Recipient · Sections: 5/5 · Template: Fund Subscription Agreement v3.2

Mar 28, 2:30 PM

webhook.firedVF-WF-00421

Status webhook dispatched to host

Actor: System · Event: workflow_item.submitted · HTTP 200 OK (124ms)

Mar 28, 2:15 PM

workflow.status_changedVF-WF-00421

Status: In Progress → Submitted

Actor: System · Triggered by: form.submitted

Mar 27, 10:00 AM

signing.completedVF-WF-00422

Signer 1 completed signature

Actor: Recipient · Envelope: env-3c7d1a · Awaiting countersigner

Mar 27, 10:00 AM

webhook.firedVF-WF-00422

Status webhook dispatched to host

Actor: System · Event: workflow_item.signer_completed · HTTP 200 OK (89ms)

Mar 27, 3:00 PM

envelope.sentVF-WF-00418

Notification email sent to recipient

Actor: System · Template: Fund Subscription Agreement v3.2

Mar 27, 3:00 PM

workflow.createdVF-WF-00418

Workflow item created via API

Actor: API · Template: Fund Subscription Agreement v3.2 · Tenant: Verivend

Mar 27, 4:55 PM

webhook.failedVF-WF-00421

Webhook delivery failed — host unreachable

Actor: System · Event: workflow_item.submitted · Timeout 30s · Retry 1/3 scheduled

Mar 25, 9:15 AM

workflow.status_changedVF-WF-00415

Status: Awaiting CS → Complete

Actor: System · Triggered by: signing.completed (countersigner)

Verivend Administration

Cross-deal view with Veriform execution data

7 requests

Member	Organization	Deal	Commitment	VV Status	VF Status	VF Ref	Last Activity
John Smith	Acme Capital	Fund III	$1,000,000	Sent	Sent	VF-WF-00418	2h ago
Sarah Chen	Blue Oak Fund	Fund III	$500,000	In Progress	In Progress	VF-WF-00419	Editing now
Mike Torres	Redwood LP	Fund III	$750,000	Submitted	Signing	VF-WF-00421	Submitted 1d ago
Lisa Park	Summit Inv.	Fund III	$750,000	Awaiting CS	Awaiting CS	VF-WF-00422	LP signed 3h ago
James Lee	Oak Partners	Fund III	$500,000	Complete	Complete	VF-WF-00415	Approved 3d ago
Amy Wu	Cypress Fund	Fund III	$250,000	Revision	Revision	VF-WF-00420	Revision 5h ago
David Kim	Fern Ventures	Fund III	$300,000	Awaiting CS	Awaiting CS	VF-WF-00423	LP signed 1d ago

Member

Organization

Deal

Commitment

VV Status

VF Status

VF Ref

Last Activity

John Smith

Acme Capital

Fund III

$1,000,000

Sent

VF-WF-00418

2h ago

Sarah Chen

Blue Oak Fund

Fund III

$500,000

In Progress

VF-WF-00419

Editing now

Mike Torres

Redwood LP

Fund III

$750,000

Submitted

Signing

VF-WF-00421

Submitted 1d ago

Lisa Park

Summit Inv.

Fund III

$750,000

Awaiting CS

VF-WF-00422

LP signed 3h ago

James Lee

Oak Partners

Fund III

$500,000

Complete

VF-WF-00415

Approved 3d ago

Amy Wu

Cypress Fund

Fund III

$250,000

Revision

VF-WF-00420

Revision 5h ago

David Kim

Fern Ventures

Fund III

$300,000

Awaiting CS

VF-WF-00423

LP signed 1d ago

Timestamp	Source	Member	Deal	Action	Details	VF Ref
Mar 28, 2:45 PM	Veriform	Mike Torres	Fund III	Signing initiated	DocuSign envelope created	VF-WF-00421
Mar 28, 2:30 PM	Veriform	Mike Torres	Fund III	Form submitted	5/5 sections completed	VF-WF-00421
Mar 28, 2:30 PM	Verivend	Mike Torres	Fund III	Status updated	In Progress → Submitted (via webhook)	VF-WF-00421
Mar 27, 3:00 PM	Verivend	John Smith	Fund III	Request sent	GP sent onboarding request	VF-WF-00418
Mar 27, 3:00 PM	Veriform	John Smith	Fund III	Workflow created	Created via API	VF-WF-00418
Mar 27, 2:55 PM	Verivend	Amy Wu	Fund III	Revision requested	Reason: Update accreditation docs	VF-WF-00420
Mar 27, 10:00 AM	Veriform	Lisa Park	Fund III	Signer 1 signed	DocuSign signature completed	VF-WF-00422
Mar 27, 10:00 AM	Verivend	Lisa Park	Fund III	Status updated	Signing → Awaiting Countersign (via webhook)	VF-WF-00422
Mar 25, 3:00 PM	Verivend	James Lee	Fund III	GP countersigned	All signatures collected	VF-WF-00415
Mar 25, 3:00 PM	Veriform	James Lee	Fund III	Workflow complete	All signers completed · Docs generated	VF-WF-00415
Mar 23, 10:00 AM	Veriform	Mike Torres	Fund III	Form opened	Recipient accessed form	VF-WF-00421
Mar 23, 10:00 AM	Verivend	Mike Torres	Fund III	Status updated	Sent → In Progress (via webhook)	VF-WF-00421

Verivend Context

Deal

Acme Capital Fund III

Request ID

OR-12345

Member Role

LP Investor

Commitment

$750,000

Organization

Redwood Capital Partners

VV Status

Submitted

Veriform Execution

Workflow Item

VF-WF-00421

VF Status

Signing in Progress

Template

Fund Subscription Agreement (v3.2)

Sections Completed

5 / 5

Signer 1

Mike Torres — Signing

Countersigner

John Smith — Pending

Form Response Data

From Veriform · Fund Subscription Agreement (v3.2)

Source: VF-WF-00421

Personal Information

Legal Name

Michael Torres

mike@redwood.com

Phone

(555) 123-4567

Address

123 Main St, San Francisco, CA

Investment Details

Type

Individual

Commitment

$500,000

Accreditation

Status

Accredited - Income

Docs

Accreditation_Letter.pdf

Combined Activity

VerivendVeriform

Signing initiated via DocuSign

Mar 24, 2:35 PM · Veriform

Form submitted by recipient

Mar 24, 2:30 PM · Veriform

Verivend status updated to Submitted

Mar 24, 2:30 PM · Verivend (via webhook)

Recipient completed all sections

Mar 24, 2:15 PM · Veriform

Recipient opened form

Mar 23, 10:00 AM · Veriform

Verivend status updated to In Progress

Mar 23, 10:00 AM · Verivend (via webhook)

GP sent onboarding request

Mar 22, 3:00 PM · Verivend

Workflow item created

Mar 22, 3:00 PM · Veriform (via API)

Acme Capital Fund III

Countersign: Fund Subscription Agreement

Acme Capital Fund III

Fund Subscription Agreement

Workflow Items

Workflow Items

Error Log

Mike Torres

Templates

Standard Fields

Field Groups

Document Store

Event Log

Verivend Administration

Mike Torres

Acme Capital Fund III

Countersign: Fund Subscription Agreement

Acme Capital Fund III

Fund Subscription Agreement

Workflow Items

Workflow Items

Error Log

Mike Torres

Templates

Standard Fields

Field Groups

Document Store

Event Log

Verivend Administration

Mike Torres

Send Onboarding Request

Countersign Requests

Request Revision

Edit Countersigner