SecWare | How can I customize my Share Certificates for SecWare?

Published: 06/07/2023

How can I customize my Share Certificates for SecWare when the document is a read only?

The First step is to open any entity and generate a share certificate.
You will notice that when you prepare a certificate two word documents will open one being the template and the other is the share certificate for the opened entity.
Open the template document.

You can now add any information you require on the share certificate.
In this example we will insert a table which will show ID number and the share name (insert ID number and Share name using Merge fields).
On the document insert a table and add labels on the left rows, on the second rows open the Mailings tab and click on insert Merge Fields.
On the insert merge field screen selected the database field radio button, on the list select ID No and click on insert and then click close to exit the window.

You will notice that a merge field “<<IDNo>>” is inserted on the row you had selected after clicking on insert.
On the task bar Click on preview, you will notice that the merge field will generate the ID number.

After making all changes you now need to save the document.
Click on File, save as, give the document a new name i.e. Share certificate 2015. Ensure that you save the document on the correspondence folder for SecWare.
After saving the document go back to SecWare and insert the new template.
Open SecWare, open an entity and go to correspondence.
Right click on the user defined check box and select file