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}

        • {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: 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.

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