Set Up Your Share Certificate Template
Set up your share certificate template once, Cake then automatically generates certificates for all future share issuances using your company details and stored digital signatures.
Before you start
Make sure these two things are complete before setting up your template:
Company details: Go to Settings and select the Company details tab. Verify your company name, address, and logo are accurate, these appear on every certificate.
Board members: Go to Engage → People → Groups & Board and add your board members. Your certificate signers are drawn from this list (First Signer & Second Signer).
Set up the template
Go to Documents → Templates.
Click the Share Certificate template.
Click Edit details in the top right corner.
Review your company details on the left preview.
Add electronic signatures for each signer:
Click a signer's name
Upload a signature image, draw it directly in Cake, or take a photo
Repeat for each required signer
Click Save when done.
If your company has only one director, add them as the first signer only. Cake requires at least one signer to issue certificates.
What happens next
Your template is ready. Every certificate you issue through Cake will automatically use your company details and the signatures you've added. You don't need to set up the template again, just update it if signers change.