Creating a Certificate Template
A template can be used when creating certificates for grants. The feature allows you to customize the terms, legends, and company logo of the certificate.
Note: The certificate template feature is only available for premium account holders. Kindly upgrade your account to unlock this feature.
Certificate template for grants
Eqvista allows you to customize template elements to create a certificate template in just a few clicks.
Here are the steps to follow:
Step 1: Log into Eqvista and select your company account.
On the dashboard, click “Admin Records” from the left side to get a drop-down menu and select “My Templates”.
Step 2: Here, you will see all the templates that have been created. To create a new template, click “Add Certificate Template”.
Note: An option agreement template can be created by clicking on “Add Template” to get a drop-down menu and selecting “Option Agreement”. Manage restriction legends by clicking on “Manage Restriction Legends”.Check out the respective support articles to learn more about it.
Step 3: Then, customize the template elements to create a personalized certificate. On the top, enter the template’s name in the space shown below.
Step 4: To insert a company logo in the certificate, click “Select File”. The supported formats of the file are JPG, JPEG, PNG, GIF, and SVG.
Once you select the file, click “Open” and it will be added to the certificate template.
Step 5: Define the terms and conditions of the certificate – the text to be included in the certificate.
Use variables from the left panel to insert information that can be customized for each certificate. The variables can be filtered by Format (Numeric and Text), Case (Default, Uppercase, and Lowercase), and Variables for (Equities, Shareholder/Executor, and Company).
Select the format, case, and variables for, place the cursor where you want to insert a variable, and then click on the variable to insert it. As you select the variables, word count remaining is displayed at the bottom of the box.
Note: To keep certificates within 2 pages, we recommend keeping terms under 170 words (without formatting). Actual page count will vary based on variables and formatting used.
Step 6: Legend wording is kept in the restriction legend library, and each equity grant prints the legends attached to it. Manage restriction legends by clicking on “Manage Restriction Legends”.
Manage Restriction Legends
Once you click “Manage Restriction Legends”, you can view the list of restriction legends available.
Note: On this page, you can create legends by clicking on “Add Legend” and manage restriction legends. To know more about it, check out the respective support articles!
By default, two restriction legends – Template legends (Default Certificate Template) and Template legends (Template 1) have been created. It displays the following details of the legend:
- Name of the legend
- Displays whether the legend has been added to new grants. If not, it displays “false”.
- The number of grants in which the restriction legend has been added.
Step 7: Select where to position the legends on the certificate. There is also an option to add page numbers to the certificate.
Step 8: To download the customized certificate template for preview, click “Download Preview”.
The template gets downloaded as a zip folder in your Downloads.
Step 9: Double-click the zip folder to open the downloaded certificate in PDF format. Each certificate has two looks – Classic and Modern.
In this case, we have selected “Modern”. Double-click the PDF file to open the downloaded certificate in the modern look.
Step 10: Once you have reviewed the downloaded preview and added all the elements, click on “Save”.
Step 11: As soon as you save the template, it will be added to the other templates.
Note: From here, click on “Actions” and you will be able to perform many functions. To know more about it, check out the support article!
Step 12: The template can be used when creating certificates for grants by clicking on “Admin Records” to get a drop-down menu and select “Certificates”. Then, click on “Create Certificate” to create one.
Once you do this, a panel will appear on the page to select a template from the drop-down menu as shown below.
For more information on Eqvista, check out our support articles or get in touch with us today!
