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

  Answer:

• 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

• Locate the document you just saved and click on open

• You can now generate certificates using your new customized documents

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