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Variables for custom holding confirmations
Variables for custom holding confirmations

Create your customized holding confirmation and dynamically populate the document through variables.

Support Team avatar
Written by Support Team
Updated over a week ago

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} β‡’ 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.

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