How To Enable Automatic Certificate Generation?

On Eqvista, you can enable automatic certificate generation for your issued shares in just a few simple steps. 

What is automatic certificate generation?

The feature simplifies the process of creating certificates, ensuring efficient management without having to create them manually. 

Note: The automatic certificate generation feature is only available for premium account holders. Kindly upgrade your account to unlock the feature.

Here are the steps to follow:

Step 1:  Log into Eqvista and select your company account.

On the dashboard, click on “Admin Records” on the left side to get a drop-down menu and select “Certificates”.

Step 2: Once you do this, you will be directed to the following page. You can enable automatic certificate generation by clicking “Settings” as shown below.

Step 3: A pop-up panel appears as shown below. Enable automated certificate issuance by selecting “Yes”. Select the certificate template from the drop-down menu, tick the box if the shareholder’s signature is required, select up to two executors, and the role of the executor from the drop-down menu.

Note: The person who is selected to execute and sign the certificate should be either the director, the secretary, or the president. Company users can only be assigned as executors. To know how to add a company user read this support article.

In this case, we selected “Peter Anderson”. Here, Peter is the Director. Once done, click on “Save”.

Step 4: Suppose you issue shares by clicking on “Securities” to get a drop-down menu and selecting “Equities”. 

Fill in the details such as – number of shares issued, or select the option anti-dilution, price per share, date of issuance, and share name.

Note: You can add a vesting schedule while issuing shares, options, and warrants. Check out the respective support articles to learn about this.

Once done, click on “Submit”.

Step 5: Once you have enabled automatic certificate generation, the certificate will be generated for the issued shares. To view the certificate generated, click on “Admin Records” on the left side to get a drop-down menu and select “Certificates”.

You can see the option “Your sign is required”, which appears for the executor. To sign the certificate, click on “Sign”.

Note: From here, you will be able to perform many functions. To know more about it, check out the support article!

If you are the executor, you will also receive an email to sign the certificate and click on “View Certificate”. 

Step 6: Once you click, you will reach the page where you can view the certificate and sign it. The certificate has two looks – Classic and Modern. In this case, we have selected “Modern”. The admin or superuser has the option to download the unsigned certificate by clicking on “Download Certificate”.

Note: If the executor and shareholder have saved their signatures in Eqvista, they don’t need to draw or type – the saved signature will be placed in every certificate assigned to them, and they only need to click “Sign” to confirm signing.

Note: You can delete the certificate before signing by clicking on “Actions” on the top-right to get a drop-down menu and click “Delete”. A confirmation message appears, and click on “Yes” to delete.

To sign it, click on the box, and two options – Draw or Type your Signature. The space for the signature would become available, and choose your option. 

Method 1 – Draw signature

If you have chosen the “Draw Signature” option, using plus sign and the mouse, draw your signature in the box. 

To sign, click on the “Sign” above the box. If you want to redo the signature, you can click on the “Clear”, as shown below. Click the “Close” to change the option to type signature. 

Once done, click on “Sign” above the box. A confirmation message appears, and click on “Yes” to sign.

Method 2 – Type signature

Suppose you have chosen the option “Type signature”, then type your signature in the space provided as shown below.

To sign, click on the “Sign” above the box. Click the “Close” to change the option to draw signature.

Once done, click on “Sign” above the box. A confirmation message appears, and click on “Yes” to sign. 

Step 7: Once done, click on the “Sign” to sign the certificate, as shown below. 

Note: You can’t make any edits once the certificate is created. If you want to delete the certificate, click on “Actions” on the top-right side of the page to get a drop-down menu and select “Delete”. To delete the certificate after the shareholder has signed, you need to delete the grant and re-issue it.

The shareholder will receive an email that the certificate has been signed and can be downloaded. Make sure to share access to the cap table with the shareholder to sign and download the agreement. 

After the shareholder has signed the certificate, you can then download the certificate. The shareholder can also download the certificate once they sign it.

To learn more about Eqvista, check out our support articles and knowledge base. For queries, get in touch with us!