Workflows
Workflows in Ledgy
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.
Ledgy's native signature workflowGet an overview of the entire workflow process when you use Ledgy to sign documents.
How to generate digital share certificates on LedgyThis video tutorial shows you how to generate digital share certificates in Ledgy, step by step.
How do I bulk import equity settlement and exercise transactions with signatures?In this video we're going to go through how to set up an exercise notice, how to import exercise transactions in bulk, generating exercise notice letters automatically and sharing those…