In order to execute your closing on Equify, juste follow the steps:
0️⃣ If you wish to use the templating functionality, add Smartfields to your documents.
1️⃣ Create the new security
2️⃣ Create the new pool
3️⃣Create the new accounts
4️⃣ Add the transactions
Check-out the impact of you transaction on your captable.
Follow the guide ! 🧑🏫
0️⃣ Add Smartfields to your document :
- Open your document in Word.
- Replace the information you wish to customise with Smartfields.
📚Smartfields on Equify
📚 How to prepare a document for templating - Add signature smartfields
📚 Add signature smartfields - Upload you documents on Equify.
📚Add a document
1️⃣ Create the new security
If a new security is issued, you have to create a new security in Equify.
2️⃣ Create the new pool
If the new security is part of a pool, you have to create it.
📚 Add a pool
💡 A pool represents a delegation to the president to issue shares.
3️⃣ Create the new accounts
If the securities are issued to new holders, you have to create new accounts on Equify.
⚠️ Please make sure that all the contact information are up to date (email, phone number) as the smartfields and signature protocol use these elements.
3️⃣ Add an issue of shares
- Add a new transaction by clicking the blu button at the top right of your screen, and select "Issue of shares".
- Select the security and the Pool
- Select the holders (you can add additional lines if there are more than one holders). Fill-in the quantity and subscription price.
- You can then select the documents you prepared at step 0️⃣ with smartfields.
- t the next step, signatures, check your holders' contact info
💡 You can add a consent protocole. Vous pouvez à cette étape choisir d'intégrer un protocole de consentement. Il s'agit d'une phrase que les souscripteurs devront recopier afin de signer électroniquement le document. Cette phrase n'apparaîtra cependant pas sur le document mais sur le dossier de preuve de signature électronique.
Si vous souhaitez que cette phrase apparaisse, il faudra l'intégrer en dur dans votre document modèle sur votre outil de traitement de texte.
- You can finally create a dedicated event, or link this transaction to a pre-existing event.
Well done ! ✨
Your documents have been customised and sent for signature !
Chech out your transaction in your captable
- You can find the documents linked to the transaction in your Library > Documents awaiting for signature.
- You can find the transactions in the linked event, in the Timeline menu.
- Check out the impact of this new transaction in your captable > sort by security.
