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General articles

Administrator

  • Estimated value calculation in the stakeholder dashboard
  • Stakeholder access configuration
  • How to preview your stakeholder's investments
  • Task actions in your Capdesk account
  • How to accept your securities through Capdesk
  • Employee equity emails
See all 21 articles

Stakeholder

  • What can you see on the ''Dashboard'' page (investor only)
  • How to sign up to Capdesk
  • How to update my personal details
  • How to manage your account
  • How to add multiple email accounts
  • How to claim your company (manage your company's shares)
See all 10 articles

Signing settings (admins only)

  • How to link your DocuSign account to Capdesk
  • How to select and change signatories on Capdesk
Capdesk Support