Start by uploading the Share Certificates you have issued outside of Cake into the Documents tab. There is a folder labelled 'Share Certificates' set up by default.
On each Share Certificate, click More.
Select Share from the dropdown menu.
Search for the relevant shareholder in the 'Search for a Shareholder' field and click Share.
N.B. this will not send them any notification to their email. It will simply make the Share Certificate visible to the shareholder within their Investor Portfolio. It will also mean that when you click on the shareholder within your Cap Table or Contacts, you'll see the document allocated to them.
Attach existing Share Certificates
How do I allocate existing Share Certificates to investors?
Written by Shannon Griffin. Updated over a week ago
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