In Resident you can customize and download share certificates for all of your shareholders.
Once a shareholder is set up on the system a share certificate is automatically created for their profile.
To access and amend this we must open the block and navigate to 'Company/RTM' > 'Members' > 'Shareholders'. Here we will see a list of shareholder for this block.
In the 'Actions' column we can see the three icons below:
These icons will allow you to change the following details:
This icon allows you to amend the following details:
Start Date: The date the user became a Shareholder
End Date: The date the user stopped being a Shareholder. This should be left blank if 'Is Current' is ticked
Is Current: Tick this if the user is currently a Shareholder
No. of Shares: This is the amount of shares. This will display on the certificate.
Certificate Number: This will display on the certificate.
This icon will open the contact details for the Shareholder. Here you can also amend the details of the user globally.
This button will download the certificate for sending/printing.
The layout of the certificate can be altered using the document template. We will be introducing a document template section soon. If you require assistance in this in the meantime please raise a ticket with your request.