Set Up Your Share Certificate Template

Set up your share certificate template once, and Cake will automatically generate professional certificates for all future share issues. This template pulls from your company details and includes digital signatures for seamless certificate creation.

Before you start

Complete your company setup first:

1. Go to Company > Settings > Company Details and ensure all information is accurate, including your company logo

2. Head to Company > Groups & Board to add your Board Members

3. Nominate your signers - Add the First Signer and Second Signer (if your company has only one director, add them as First Signer only)

Set up your Share Certificate Template

1. From the main menu, click Documents

2. Select Templates from the dropdown

3. Click the Share Certificate / Stock Certificate template

4. Click Edit details in the upper right corner

5. Review your company details on the left side of the screen

6. Add electronic signatures - Click each signer's name to upload their signature by:

   • Uploading an image from your computer

   • Drawing directly in Cake

   • Taking a photo with your camera

You're done! The platform will automatically add these signatures to every certificate you issue through Cake going forward.

Next steps

Ready to issue certificates? See How to Issue Share Certificates for step-by-step instructions.

Still need help?

Send us a new support request!