Although you can generate documents to support transactions right from the Transactions tab, you may want to use the Share Transactions task to perform more advanced functions or select specific data for document assembly.
The Share transactions task has four primary functions:
- To generate documents to support share transaction records (directors resolutions, stock certificates, subscription agreements, etc.).
- To work across share classes (generate documents, update dates, etc.).
- Update the statuses as well as transaction and resolution dates for all selected transactions in one action.
- Record and track details related to the transaction as a project (notes, due dates, assignee, etc.)
To get started, navigate to an entity record and click on the Tasks tab, click + New to create a new task. Click Create in the task window to save it. Select the Type of task as Share Transactions, configure your task details and navigate to 2. Share transactions using the menu on the left.
Select your transactions using the + Transactions button which will list all transaction and certificate records out in a modal.
Select the transactions that you want to manage. You can use the By Resolution Date filter to narrow down transactions and certificates.
You can also select particular Certificates that you want to include in assembled documents or updates on as well.
When you have selected the required transaction and certificates records, you can now navigate to 3. Supporting Documents to select your documents from the + Supporting documents button and then click Generate documents to assemble them.
When you are ready to complete the task, change the task status to Completed in the top right of the task.
This will trigger a card to pop-up that will allow you to update the dates for the selected transactions.
Now you will have a Share Transaction task marked as Completed as well as assembled documents ready to be signed.