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Video Tutorials

Training videos created by our product experts to help you get more value out of Ledgy.

Workflows

Workflows in Ledgy

End-to-end exercise window and request workflowThis tutorial demonstrates the full exercise workflow in Ledgy, covering window creation, exercise requests, validation, document signing, payment processing, and transaction finalization.
How to bulk edit transactionsThis tutorial demonstrates how to efficiently edit multiple transactions at once using Ledgy's bulk edit feature.
How to bulk edit information of existing stakeholdersThis video demonstrates how to bulk edit multiple stakeholders in Ledgy by downloading an Excel template, making changes to fields like emails, addresses, groups, and custom fields, then re-uploading the…
How to add multiple plans to the same poolThis tutorial explains how to create multiple equity plans within a single pool in Ledgy for efficient grant management across different employee groups.
How to add pools and plansHow to create equity pools and plans in Ledgy, covering the difference between authorized capital and reserved shares, how to exclude pools from the cap table, and how to set…
Grant letter templating and signing workflows using DocuSignThis tutorial demonstrates how to use DocuSign integration within Ledgy to automatically generate and process grant letter signatures.
How to onboard employees to LedgyThis tutorial demonstrates three methods for onboarding employees into the Ledgy platform, covering the complete workflow from adding stakeholders to granting equity and sending invitations.
How to set up offboarding workflowsThis tutorial shows how to create automated workflows for efficiently managing employee departures in Ledgy.
Bulk importing grants and automatically generating grant letters for signatureThis tutorial shows the complete end-to-end process from initial setup through document signing, making it ideal for companies issuing equity grants to multiple employees at once.
Customising your equity plansCustomize plans in Ledgy to streamline grant creation. Set default configurations at the plan level to avoid repetitive data entry and maintain consistency across all grants.