1. Upload a document template or use Ledgy's template
Use custom variables to create your own template, or download and use Ledgy's own Holding Confirmation template below
Go to Documents > Templates > Upload Template
Upload
Upload the template into the Template File box (must be ".docx" format), name it, and click Add template
Please note that Tax Value has been deprecated. Going forward, you can hardcode the tax value directly on your template, by typing the tax value amount. Please download the template below for an example.
2. Generate Holding Confirmation
Go to Documents > Templates > Generate from template
Select the date you'd like to set (will use all data up until this date)
Select the template you set up in Step 1
Add the stakeholders you'd like to generate the Holding Confirmation for (either individually or by Group).
Click the checkbox if you'd like to share the Holding Confirmation with stakeholders, this will immediately make it visible in their Documents section.
Hit Create, the Holding Confirmation(s) will then all be visible in the Ledgy Data Room and shared with the selected stakeholders
3. Variables for custom Holding Confirmations
Available variables
Global variables
{today} gives today
{date} gives the date selected in the form
{currency} gives the currency in the company settings
Stakeholder Specific Variables
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
Holdings Variables
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}
{investment} - calculation of Share price paid * Amount of shares on date of issuance
{stockValue} - gives Diluted * Latest share price
{shareClassName}
{nominalSharePrice} - gives the nominal share price of a certain share class
{shareCapital} - gives Issued * Nominal share price
{dilutedShareCapital} - gives Issued * Latest share price
{/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
Example templates
Please check out the example templates to see how the variables and the variables inside an array are implemented.