How to add a transaction ?

In order to create a transaction, these are the steps to follow :

1️⃣ From any page in your space, click on the + Add button at the top right of your screen and click on Transaction.

2️⃣ Choose the type of your transaction. You can refer to the descriptions provided to determine the type of transaction concerned.

3️⃣ Set up the details of your transaction by indicating :

  • Common details of your transaction (date of transaction, security(s) involved and pool involved, if applicable)
  • The account(s) involved in the transaction and the specific details for each account

The information requested varies according to the type of transaction selected.

Equify allows you to record batches of transactions at once, so that you do not have to repeat the same task. You can add one line per account. You can copy and paste from an Excel spreadsheet (not applicable to Subdivision transactions which concern, de facto, all accounts holding securities at the time of the transaction).

4️⃣ Add documents related to your transaction : you can import them from your computer or select them from your Equify library.

If you wish to use our templating feature, you can add a template document at this stage which will be customised with your account/transaction information.

📚 How to prepare a document for templating ?

5️⃣ If you wish to have documents related to your transaction signed, set up the details of your signature.

6️⃣ Link your transaction to an Event (new or existing), then save !