How to record share transactions

with InfoDocs - Company Secretarial Software

Step 1: Log In

Go to https://secure.infodocs.co.za, enter your details and click “Log In”.

Login Page

Step 2: View Share Capital

Click the “Share Classes” tab to view the current share capital.

Company Dashboard

Step 3: Create New Share Class

Click “Create New Share Class” to create a class of shares to be issued.

Share Classes / Share Capital

Create New Share Class Modal

Step 4: Allot New Shares

Click “Allot New Shares” to issue shares to a new/existing shareholder.

Share Classes Page

Allot New Shares Modal

Step 5: Transfer Shares

Click “Transfer Shares” to transfer shares between shareholders.

Shareholders Page

Transfer Shares Modal

[BONUS] Step 6: Print Share Certificates

Click “Maintain Share Certificates” to view and print share certificates.

Shareholders Page

Share Certificates Page

Official Share Certificate