02. Sample check

Identified process: Finalization of the contract and configuration of the payment method on the Apexa platform.

Step 1 : Authentication and Job Identification

• Login: Log in to Apexa by selecting the appropriate user account.
• Notifications: Review the list of notifications and select the priority task (often an assigned contract with a status of “completed”).

Step 2 : Signature and Acceptance

• Electronic signature: Proceed with the digital signature of the electronic acceptance of the mandatory document presented on the screen.

Step 3 : Set up banking information

• Payment method: Select the “Direct deposit” option.
• Data Entry: Enter the transit number, institution number and account number.
• Rationale: As with EFT transactions in VieFund, a void cheque must be uploaded to the file.
• Validation: Save the changes to get the status “verified”.

Step 4 : Contract Submission

• Account selection: Link the validated bank account to the current contract.
• Document Verification: Check the Documents and Agreements tab to ensure that no additional requirements are pending.
• Transmission: Submit the finalized contract. Once sent, the folder goes into read-only mode (“restricted actionability”) while waiting for action from the other signers.