Share Transaction Task

  • Updated

Assemble documents and manage data for transactions across share classes!

Although documents can be generated to support transactions right from the Transactions tab in the Securities section, the Share Transactions Task can be used 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. For example, Directors Resolutions, Stock Certificates, Subscription Agreements, e.t.c.

  • 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 use any or all of the functions mentioned above, follow these simple steps:

  1. Navigate to the entity record for which a share transaction task is to be created;

  2. Navigate to the Tasks section and select + New to create a new task;

  3. In the Type field, select Share Transactions from the dropdown list - users will notice a 2. Share Transactions tab appear in the window;

  4. Navigate to the 2. Share Transactions tab;

  5. Enter the Transaction Date and Resolution Date where applicable;

  6. Select the + Securities button to pull up a list of all of the transactions and certificates for that entity;

  7. Navigate through the Transactions and Certificates and check off the transactions and certificates to be managed in the task;

  8. Link the transactions and certificates, and then select Add;

  9. Alternatively to selecting the + Securities button, click on the + Select all data button to add all data to the task;

  10. Navigate to the 3. Supporting Documents tab and select + Supporting documents to add the applicable supporting documents to the task;

  11. Check off the desired templates and click on Add to include them to the task;

  12. Click Create to create the task, and then select Generate Documents to generate the supporting documents;

  13. Click View Documents Now to be redirected to the Documents section to view and modify the documents generated;

  14. Navigate back to the Tasks section, click on the share transaction task that was just created;

  15. In the top righthand corner, click on the status of the task and select Completed from the dropdown list;

  16. This will trigger a card to pop-up to update the dates for the selected transactions;

  17. With the Share Transaction Task marked as Completed and the supporting documents successfully generated, the documents are now ready to be signed.