What is generated
| Document | Created when | Filed under |
|---|---|---|
| Subscription confirmation | You approve an order. | The order, visible to the client. |
| Issuance certificate | You settle an order. | The order, visible to the client. |
| Ownership certificate | You request it for a holder on the cap table. | Downloaded from the cap table. |
| Distribution notice | You approve a distribution, one for each client. | The client, visible to the client. |
| Statement | You or the schedule generate it; shown to the client when published. | The client, category statement. |
| Annual tax summary | You create it for a client and year. | The client, in a Tax folder for that year. |
Branding and language
- PDFs carry your organization's name and, when it is a PNG or JPEG, your logo. A WebP logo falls back to the EasyHaus logo.
- Distribution notices, statements and tax summaries are written in the client's language. For clients who use Hindi they are in English.
- Subscription confirmations and ownership certificates are in English for now.
Regenerating
Generating a statement or tax summary again replaces the earlier document. The old one is hidden rather than destroyed, and a client is not emailed a second time.