How to use it
Available on the Documents > Data Room and Documents > Signatures page
Button: Create from Template
Configuration possibilities
Fill template: Upload and select the holding confirmation template
For Stakeholders: For whom the document should be created
With data at date: All transactions up to that date are taken into account
Sharing with stakeholders immediately: Will add the stakeholder to "Share with" of the document
Create signature invitation drafts: It 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: for the total amounts of grants
{stakeholder.granted}
{stakeholder.issued}
{stakeholder.ownershipPercentage}
{stakeholder.votingPercentage}
{stakeholder.grantVested}
{stakeholder.grantValue}
{stakeholder.shareCapital}
{stakeholder.dilutedShareCapital}
{stakeholder.vestedGrantValue}
{stakeholder.vestedStockValue}
Per grant variables: (variables inside an array of grants)
{#stakeholder.grants} to be added in the first column of the array
{grantType}
{poolName}
{granted}
{grantValue}
{grantVested}
{outstanding}
{shareClassName}
{date}
{strikePrice}
{vesting}
{vestingStartDate}
{shareCapital}
{dilutedShareCapital}
{/stakeholder.grants} to be added in the last column of the array: closes the array of variables linked to #grants
Stocks: for the total amount of stock
{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 (variables inside an array of convertibles)
{#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
{/}
Example template
Please check out the example template to see how the variables and the variables inside an array are implemented.