Send Resolutions or Consents for Electronic Signing

Create and send shareholders resolutions or board consents for electronic signing. Cake's Blank Contract feature is specifically designed for these custom corporate documents that need signatures but aren't standard equity agreements.

Create Your Document

1. Navigate to Documents → Templates from the main menu

2. Find Blank Contract in the Library and click Create blank contract

3. Enter a Document Name for your resolution or consent

4. Click Create to create the template

   

Edit Your Document Content

1. Find your created template in the My Templates list

2. Click on the template name

3. Click Edit to open the document editor

4. Enter your resolution or consent text and content by copying and pasting from an existing PDF or Word version

5. Save your changes when complete

Before Sending: Verify Contact Details

Ensure all stakeholder information is current before sending for signature:

• Update shareholder details in the People tab

• Set correct signers for any corporate entities

• Verify board member information is up to date under Company → Groups & Board

Double-check that email addresses are correct, as signing invitations will be sent to these addresses.

Send for Signing

1. From your template, click Send for signing to initiate the signing process

2. Add recipients by selecting individual stakeholders, Board members, or Groups

3. Click Next to proceed

4. Customize the message that will be sent to signers in the email invitation

5. Click Next again to send the document for electronic signature

Recipients will receive signing requests through Cake's secure signing system.

Track Progress: Monitor signing status through Documents → Pending Signatures to see who has and has not signed.

Still Need Help? Contact our support team for assistance with document templates and signing workflows.