Tutorials

Extended Owner Register

The larger owner register, described here, is used when ownership is traded, and transactions need to be tracked. A simpler owner register can be used when ownership is static and there is no need to track transactions.



 

Opening the Owner Register

Open the ‘Owner Register’ from the ‘Navigation’ toolbar on the left side of the web page. If the simple version of the register opens when the ‘Owner Data’ option is selected, the type of register can be changed using the Client or Reseller account settings.


 

Owner Register Overview

Documenting ownership starts on the ‘Create Transaction’ form. Data entered on the ‘Create Document’ form is displayed on the ‘Certificates’, ‘Transactions’, and ‘Ownership’ forms. The ‘Dividends’ form can be used to track dividend distributions. The forms are opened using the five buttons on the left side of the ‘Owner Register’ (see below).


 

Moving Between Companies’ Data

Move from one company’s data to another’s by selecting the name of the company in the ‘View All Companies’ navigation list located to the right of the form.


 

Type of Ownership

A type of ownership needs to be selected. (Titles for types of ownership can be modified using the ‘Titles for Ownership’ tool.)


 

Forms

The ‘Forms’ area contains a link to the ‘Create Transactions’ form where transactions can be entered. The Certificates, Transactions, and Ownership buttons display forms that arrange and display data entered on the ‘Create Transactions’ form. The Dividends form tracks dividend distributions.

Press the ‘Certificates’ button to open the ‘Certificates’ form (see below).

‘Certificate Help’ can be viewed here.

Press the ‘Transactions’ button to open the ‘Transactions’ form (see below).

‘Transactions Help’ can be viewed here.

Press the ‘Ownership’ button to open the ‘Ownership’ form (see below).

‘Ownership Help’ can be viewed here.

Press the ‘Create Transactions’ button to open the ‘Create Transactions’ form (see below).

‘Create Transactions Help’ can be viewed here.

Press the ‘Dividends’ button to open the ‘Dividends’ form (see below).

‘Dividend Help’ can be viewed here.


 

Owner Register - Report Menu

The ‘Reports’ menus on the Certificates, Transactions, Ownership, Dividends, and ‘Enter Transaction’ forms open the ‘Owner Register’ so a type of ownership can be selected prior to creating a report.

Most of the reports on the ‘Owner Register’ are for one type of ownership, such as Common, or Preferred. One of the ‘Type of Ownership’ options must be selected before creating a report. (Note: Titles for the types of ownership can be changed using the ‘Titles for Ownership’ option in the ‘Tools’ menu.)

Dozens of reports are accessible from the ‘Owner Register’ form (see below).

To create a Report follow these instructions:

1. Select one of the ‘Type of Ownership’ options.
2. Select the radio button above the name of the report to be created.
3. Press the corresponding ‘Process PDF Report’ button.

Transactions: Select the name of the report and then press the ‘Process PDF Report’ button.

Transactions in Chronological Order

Transactions for One Person: Select the type of ownership and the report name, and then press the process button. The dialog box below appears so the owner’s name can be selected.

In this example, the owner had a name change that is included in the dialog. The following is an example of the report.

Transactions for Range of Dates: Select the type of ownership and the report name. Then press the process button and select the beginning and ending dates from the date boxes (see below).

Select the types of certificates to include, i.e. Active, Surrendered, or Both, and then press the OK button.

The following report contains active certificates.

The following report contains surrendered certificates.

Transactions Ordered by Buyer

Transaction Ordered by Seller

Ownership

Current Ownership - Details

Current Ownership - Addresses

Current Ownership - Addresses & Ownership

Current Ownership - Ordered by Company

Current Ownership - Ordered by Owner

Ownership – On a Certain Date
To create reports for a certain date, select one of the three types of ownership and then select the name of the report. Press the process button and this date box appears. Select a date.

Press the OK button and the report will be created.

Ownership On Certain Date - Details

Ownership On Certain Date - Addresses

Ownership On Certain Date - Addresses & Ownership

Ownership On Certain Date - Owners Ordered by Company

Ownership On Certain Date - Companies Ordered by Owner

Certificates

Certificates - All

Certificates - Active Only

Certificates - Surrendered Only

Certificates - Held by One Owner
After selecting one of the three types of ownership and the name of the report, the dialog box below appears. Select the name of an owner form the pull-down list and press the OK button.

Types of Ownership

Types of Ownership - Selected Company

Types of Ownership - All Companies by Company

Dividends

Dividends - Details-One Person

Dividends - Summary for Selected Company

Dividends - Details for One Distribution