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Create Your Share Certificate Template
Create Your Share Certificate Template

How do I setup a Share Certificate template?

Shannon Griffin avatar
Written by Shannon Griffin
Updated over a week ago

Before setting up the Share Certificate template, you will need to ensure you have added your company details and relevant signatories into the platform.

  1. From the Company tab, jump into Settings and ensure the Company Details tab is complete and up to date with the following info (it will populate into the certificate so it's super important to have it correct here!) -

    • Company Name

    • Registration Number

    • Registered State

    • Registered Address

    • ๐Ÿ“ธ Logo ๐Ÿ“ธ - we highly recommend adding your logo here to add that personalised touch to your Share Certificates!

  2. Then head into the Stakeholders tab (also from within the Company tab) and select Board Members.

  3. Nominate the First Signer and Second Signer (if the company has only one director, then just add them as a First Signer) with the full name & email address for the individual.

  4. From the main menu, go to Documents.

  5. Head into Templates.

  6. Click on the template labelled Share Certificate / Stock Certificate.

  7. On the right hand side, you will see the name of the nominated signatories with a โž• icon next to their name under Signatures. Click this to add their electronic signature by either uploading it as an image from your desktop, drawing it directly into Cake or using your camera to take a picture from a piece of paper (trust us - this works better than it may sound! ๐Ÿคญ)

    You only need to add the signatures to the template once, and then the platform will automatically add these onto any certificates you issue through Cake moving forward!

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