Generating certificates in bulk using the Document Automation tool

We regularly receive the request from law firms to be able to generate in bulk certificate PDF’s that can be saved and printed as physical stock certificates.  With Shareworks Startup’s new bulk export functionality from it’s document automation tool, you can do exactly that.  This article will go through the […]

Navigating Shareworks Startup with View Access

Welcome to Shareworks Startup! In this article we’ll be focusing on providing you with a solid overview of the core functionality available to you with view access, and a strong baseline for navigating the system.  With view access, you can review company information, export the cap table and other reports […]