Document Templates and Custom Parties in Centi

Manage document templates to be used in offers.

Centi uses document templates to generate the offer contracts that accompany your equity programs. Some templates include variable placeholders for named third parties — such as a trustee or legal advisor — that go beyond the standard buyer, seller and lead investor fields. The Templates section is where you manage both the templates themselves and these custom party assignments.

What templates are in Centi

A template is a pre-configured document layout that Centi merges with live data (program details, stakeholder information, transaction figures) to produce a ready-to-sign document. Templates are typically set up by the client services contact and assigned to specific programs.

When Centi generates a document from a template, it substitutes data into named variables. Some variables — like the issuing company name or offer amount — are filled automatically. Others, called custom party variables, require you to specify which shareholder entity should fill the role.

How to configure

You can see instructions on how Template are configured and what variables are available by clicking Template guide.

Custom parties

A custom party is a shareholder entity (a stakeholder or a company entity signatory) that you assign to a named role in a document template. Custom parties let you include parties such as a trustee, a legal advisor, or a fund representative in generated documents.

Available custom party roles

Custom party roles appear in templates as variables following the pattern custom.<role>. Two most common roles are:

Variable	Typical use
custom.trustee	A trustee entity named as a party to the agreement
custom.advisor	A legal or financial advisor listed in the document

Your templates may define any custom role you need. Each role name is shown in the template configuration and appears as a monospace badge (e.g., custom.trustee) when you assign parties.

Navigating to the Templates section

1. Open your organisation

   Select the relevant organisation from the sidebar or the organisation switcher.

2. Go to Templates

   In the left-hand navigation, click Templates. The page shows two tabs: Templates (the list of document templates) and Custom Parties (the table of assigned party entities).

Managing custom parties

Viewing the custom parties table

The Custom Parties tab lists every custom party currently assigned across all templates in your organisation. Each row shows:

• The custom.<role> variable name the party maps to
• The display name that will appear in the generated document
• The shareholder entity (the actual person or company behind the role)

Assigning or editing a custom party

1. Open the Custom Parties tab

   Navigate to Templates → Custom Parties.

2. Select the party to edit

   Click the edit action on the custom party row you want to update. A form panel opens showing the current assignment.

3. Choose the shareholder entity

   Use the Party dropdown to search for and select the shareholder entity that should fill this role. The dropdown groups results into Existing Custom Parties (previously assigned entities) and All Shareholders. You can search by name.

4. Set the display name

   Enter the Display name — the text that will appear in the generated document wherever the custom.<role> variable is used. This is typically a formal legal name or abbreviated entity name.

5. Save

   Click Save. The updated assignment takes effect for all new documents generated from templates that reference this custom party variable.

If you frequently reuse the same custom signatory across multiple templates, create the custom party once and then select it from the Existing Custom Parties group when assigning it to additional templates.

Shareholder entity types

The party picker supports three entity types, each shown with a distinct icon:

Type	Description
Individual stakeholder	An individual stakeholder
Investment vehicle stakeholder	The signatory of the investment vehicle
Company	The signatory of a company entity in your organisation

How custom parties appear in generated documents

When Centi generates a document, it replaces each custom.<role> variable with the display name you configured. For example, if you assigned Nordsea Trust AB as the display name for custom.trustee, every occurrence of {{custom.trustee}} in the template output will read Nordsea Trust AB.

The underlying shareholder entity is used to pull in any additional merge fields the template may reference for that role (such as registration number or address).