With custom form fields for LLC documents, you can embed data collection directly into the agreement signing workflow, reducing excessive back-and-forth in the signing process.
Now, you can tailor agreement templates to gather specific information—tax IDs, acknowledgements, or other declarations—in addition to the signature itself. This streamlines execution and keeps documents complete, accurate, and audit-ready.
How it works:
Templates can now contain custom-form fields uniquely tailored to various signers—whether it's the admin, investor, spouse, or others involved.
Each field can be set as required or optional, with customized prompts clarifying exactly what signers need to provide.
Supported field types include:
-
Text fields
-
Dates
-
Phone numbers
-
Checkboxes
-
Single-choice selections
-
SSN/EIN number fields for IRS forms
Why this matters:
Customers increasingly request flexible document execution beyond capturing signatures or accredited investor declarations alone. Admins can confidently consolidate their entire documentation and data-collection process within Carta, simplifying workflows and improving the signer experience.
DISCLOSURE: This communication is on behalf of eShares, Inc. dba Carta, Inc. ("Carta"). This communication is for informational purposes only, and contains general information only. Carta is not, by means of this communication, rendering accounting, business, financial, investment, legal, tax, or other professional advice or services. This publication is not a substitute for such professional advice or services nor should it be used as a basis for any decision or action that may affect your business or interests. Before making any decision or taking any action that may affect your business or interests, you should consult a qualified professional advisor. This communication is not intended as a recommendation, offer or solicitation for the purchase or sale of any security. Carta does not assume any liability for reliance on the information provided herein. ©2025 Carta. All rights reserved. Reproduction prohibited.
