Stakeholder templating variables

How to use it

Currently only available to test users

  • Available on the Documents > Data Room and Documents > Signatures page
  • Button: Create from Template 
  • Configuration possibilities
    • Stakeholders: For whom the document should be created
    • Data date: All transactions up to that date are taken into account
    • Sharing: Will add the stakeholder to "Share with" of the document
    • Signatures: Will create a signature draft for this document for the respective stakeholder

Available variables

  • Global variables

    • {today} gives today
    • {date} gives the date selected in the form
    • {currency} gives the currency in the company settings
  • Stakeholder

    • {stakeholder.name}
    • {stakeholder.email}
    • {stakeholder.nationality}
    • {stakeholder.birthdate}
    • {stakeholder.notes}
    • {stakeholder.identifier}
    • Stakeholder address
      • {stakeholder.address.line1}
      • {stakeholder.address.line2}
      • {stakeholder.address.postcode}
      • {stakeholder.address.city}
      • {stakeholder.address.county}
    • Stakeholder Custom Fields
      • General Structure: {stakeholder.Custom Field}
      • Example:
        • Custom Field example: "Cost Center: 7237-234"
        • Custom Field variable: {stakeholder.Cost Center} ⇒ Result: 7237-234
  • Cap table

    • Grants
      • {stakeholder.granted}
      • {stakeholder.issued}
      • {stakeholder.ownershipPercentage}
      • {stakeholder.votingPercentage}
      • {stakeholder.grantVested}
      • {stakeholder.grantValue}
      • {stakeholder.shareCapital}
      • {stakeholder.dilutedShareCapital}
    • Per grant variables: (variables inside an array of grants)
      • {#stakeholder.grants} to be added in the first column of the array
        • {securityType}
        • {poolName}
        • {granted}
        • {grantValue}
        • {outstanding}
        • {shareClassName}
        • {date}
        • {strikePrice}
        • {vesting}
        • {shareCapital}
        • {dilutedShareCapital}
      • {/stakeholder.grants} to be added in the last column of the array: closes the array of variables linked to #grants
    • Stocks
      • {stakeholder.stockVested}
      • {stakeholder.stockValue}

        Note: share numbers are not yet available as a variable
    • Per stock variables (variables inside an array of stocks) 
      • {#stakeholder.stocks} to be added in the first column of the array
        • {issued}
        • {stockValue}
        • {shareClassName} 
        • {nominalSharePrice}
        • {taxValue}
        • {shareCapital}
        • {dilutedShareCapital}
      • {/stakeholder.stocks} to be added in the last column of the array: closes the array of variables linked to #stocks
    • Per convertible variables
      • {#stakeholder.convertibles} to be added in the first column of the array
        • {date}
        • {investment}
        • {cap}
        • {discount}
        • {interest}
      • {/stakeholder.convertibles} to be added in the last column of the array: closes the array of variables linked to #convertibles
    • Show a whole block conditionally by wrapping it in:
    {#stakeholder.hasGrants}
    This only shows up if the stakeholder has at least one grant
    {/}