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How To Draft A Certificate

Learn how to draft/issue share certificates to your Organization’s Team Members.
 

Prior to getting started, you will need the following:

Step 1: Getting Started

  • Hover over “Capitalization” in the main navigation bar, and then click “Cap Table” in the drop-down menu
  • Click the three horizontal dots menu, then click the “Draft” button

Step 2: Share Certificate Details Form

  • Fill in the required fields starting with the Recipient (Holder, Issue Date, Equity Type) and Holding Details (Number of Shares)
  • You can enter as many details as you’d like by completing the entire form, including attaching documents and notes
  • Click the “Issue” button
This completes the process of drafting a certificate
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