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How to create a Share Certificate using document templating?

With its workflow automation features, Ledgy allows you to automatically fill in a Share Certificate template with the variables on Ledgy.

Creating the Template 

A Share Certificate usually contains the stakeholder’s details, the issue date, the strike price, the number of shares issued to the stakeholder, and, if applicable, the vesting schedule. 

To create a template that can automatically fill in the information on Ledgy, we can use the following variables: 

Stakeholder details: 

{stakeholder.name}

{stakeholder.address.line1}

{stakeholder.address.line2}

{stakeholder.address.postcode}

{stakeholder.address.city}

{stakeholder.address.country}

Issue date: {date} 

Class: {class}

Amount of shares: {amount} 

If there are more variables in your document template, make sure to have a look at our extensive list of available variables for Ledgy to automatically replace, here. 

 

A Share Certificate template would therefore look something like this: 

Download the template, here. 

Using the template 

Once you have created your template, you can use it in Ledgy’s workflow automation:   

  1. Upload the template on Ledgy by going to Settings > Document templates and clicking on the Edit icon > Upload. (You can also upload via the Data Room. The template will also be saved in the Data Room).
    Then once it is uploaded click on the drop down menu for Share increase documents  and choose the corresponding document template.  
  2. When creating an issuance in the Transactions tab, add the Share certificate by clicking on Document templating and signature workflow and turn on the toggle for Create transaction documents for templating once inside the transaction window. Fill in the rest of the information needed and click Save.
    If you have already created the issuance, you can go to the three-dots on the right-hand side of the issuance transaction and click Create documents from templates
  3. Once this is recorded on Ledgy, the corresponding document will be automatically filled in, converted to pdf, and attached to the issuance transaction*

    Here is a 2 minute video on how to perform this action:

     

    The next step would potentially be to prepare signature requests for the document, learn how, here. If a document is signed on Ledgy, the document attached to the transaction is automatically replaced by the signed document.

     

    *The share certificate that will be generated will only be replaced by the information corresponding to each individual transaction: if you have 2 different transactions for the same stakeholder, the share total will be what is shown on the individual transaction, not the sum of the two. For these cases, if you want the total number of shares, it is best to create a Holding confirmation. Learn how, here.