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How do I turn on Share Certificates?

How to turn on and configure share certificates

Victoria Tran avatar
Written by Victoria Tran
Updated over a year ago

Administrators need to turn on and configure share certificates before they can be issued for exisiting or new share transactions.

To configure share certificates go to the Company Information page, and select 'View' in the Shares panel (Image 1)

Image 1 - Shares Panel on Company Information Page

On the Shares page you will see a Certificates tab where you can configure share certificates.

To turn on share certificates you need to set up the following information (Image 2):

  • Share certificate number (prefix and start at number)

  • Officeholder names and signatures to appear on the share certificate (maximum 3 officeholders).

Image 2 - Share certificate configuration

When you click save you will have the option to issue certificates to all existing transactions (recommended).

From now on, share certificates will be automatically created for all new share issuances (unless you turn off share certificates).

Image 3 - Share Certificate

Note: Your company logo will only appear on the share certificate if you have uploaded one to your company account.

Follow the guide here to upload your company logo.

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