Go to the Ownership > Transactions page, search for the stakeholder whose options need to be exercised. Click the three-dot icon on the right of the transaction and select Equity settle Options from the menu.

In the Exercise pop-up, input the Date and Number of grants to be exercised.

Under Documents & signatures, you may generate a document from an existing template to be linked with this exercise transaction and create signature request draft. Or, you can choose to attach the exercise document directly on the transaction if it's already been signed outside of Ledgy.

Once all other necessary information is filled out, click Create and your equity settlement transaction will be created in draft.