By attaching document templates to your grant presets, you can create automatic document templating and signature workflows on Ledgy.
Click here for more on grant presets.
To add document templates on grant presets per plan:
Go to Ownership > Transactions > Add Transaction
Equity Plan Transactions > Add plan
Fill in the relevant parameters
Open Templates and Signature workflow
Select or upload* Grant template if available
Select or upload* Exercise template if available
Click the toggle (green) Create documents from template document if applicable
Click the toggle (green) Prepare Signature Requests from template documents if applicable
*Note: The document size should not exceed 32 MB.
Every grant created from this plan will have pre-populated presets and document templates attached. You can still add and change these presets at Plans, Grants and Transactions level if needed:
Under Equity Plans > Pools & Plans > Edit Initial Plan
Under Equity Plans > Grants > Three Dots > Edit
Under Ownership > Transactions > Three Dots > Edit
For more details on methods of granting options, click here.