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.

Ledgy allows you to create a Share Certificate per share issuance transaction. These documents contain information about the share issuance at the point of creating the transaction; as such, any future class conversions, share transfers or stock splits affecting the shares will not be accounted for in this document.

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}

Certificate IDs:

  • {stakeholderCertificateId}

  • {fromStakeholderCertificateId}

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 replace automatically.

A Share Certificate template (in Word document format) 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 Word document template onto Ledgy via Documents > Data Room > Upload.

  2. When creating an issuance in the Transactions tab, add the Share certificate template 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*

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

*Important: 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.


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