Before setting up the Share Certificate template, you will need to ensure you have added your company details and relevant signatories into the platform.
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
📸 Logo 📸 - we highly recommend adding your logo here to add that personalised touch to your Share Certificates!
Then head into the Stakeholders tab (also from within the Company tab) and select Board Members.
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.
From the main menu, go to Documents.
Head into Templates.
Click on the template labelled Share Certificate / Stock Certificate and click Edit details on the upper right-hand side of the screen.
Review the company details on the left-hand side of the screen and add the company signer. Click on the Signer's name 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! 🤭)
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!