FAQ

Secware | How do I perform a Data-Take on transfer on SecWare?

Published:  08/08/2023
How do I perform a Data-Take on transfer on SecWare?

  Answer:

  • The First step is to open up an entity on SecWare
  • On the entity click on shares and then click on the action tab and select Data Take-On
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  • A Data Take-On screen will open up
  • On the Data Take-On window there will be two tabs, select the Share Transfer tab
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  • You can now transfer shares to any client and Click save 
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  • After you save, the client you transferred shares to will appear on the shareholders screen
 
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