Ledgy

This tutorial demonstrates how to use DocuSign integration within Ledgy to automatically generate and process grant letter signatures.

Grant letter templating and signing workflows using DocuSign

This video tutorial shows you how to generate digital share certificates in Ledgy, step by step.

How to generate digital share certificates on Ledgy

During every tax season, your employees may need to present payroll statements to the authorities. Generate and share them directly in Ledgy.

How can I create & share Payroll Statements / Salary Annexe

This 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.

Bulk importing grants and automatically generating grant letters for signature

Learn how to upload documents to your Ledgy account and share them with stakeholders (i.e. employees and shareholders) via Ledgy.

Uploading, Sharing, and Attaching Documents

Get an overview of the entire workflow process when you use Ledgy to sign documents.

Ledgy's native signature workflow

Easily verify document data, match documents to transactions, and identify mismatches between documents and transactions

How do I audit and verify my equity documentation using Ledgy's Document Auditor?

Support Team

Frances Agoncillo

Javier Moisés Quirós

Learn how to create, share, organize, automate, and sign documents digitally

Documents

Learn how to set up and send signature requests that require witnesses using Ledgy's DocuSign integration with eWitness.

How to prepare signature requests with witnesses

To use Ledgy’s DocuSign integration, link your DocuSign account and unlock eSignatures, eWitnessing, anchors, signing order, and more.

How to use DocuSign for signatures

Within Ledgy, you can request for signatures and digitally sign documents.

How to create signature requests and invite stakeholders to sign documents?

Easily check if electronic signatures on your documents are valid and trustworthy using Adobe Reader's built-in verification tools.

How to verify the validity of a signature?

This article explains the different requirements with respect to electronic signing in key European countries as well as in the European Union.

Legal basis for the validity of digital signatures in Europe

Signatures

Learn how to automate document generation and e-signature workflows in Ledgy using templates, variables, and integrated signing providers.

Introduction to templating & signing automation

With its workflow automation features, Ledgy allows you to automatically fill in a Share Certificate template with the variables on Ledgy.

How to create a Share Certificate using document templating?

Learn how to create and use Notice of Exercise templates in Ledgy to automatically generate exercise documents for stakeholders.

How to create a Notice of Exercise using document templating?

Automatically fill in your Stock Option Grant templates with stakeholder information directly from Ledgy using document templates.

How to create a Stock Option Grant document using document templating

Customise your grant letters, share certificates, and other documents using dynamic variables that automatically pull information from Ledgy.

Which variables can I use for my document templates?

Learn how to automatically update grant dates in Ledgy when all parties complete their signature requests.

Dynamic grant dates

With Ledgy, you can now automate the generation and management of your share certificates.

How to set up automated share certificates

Set up and use termination document templates to auto-generate paperwork when terminating grants in Ledgy.

How to create a Termination document using document templating

Templating

This guide outlines what variables you can use when creating custom Payroll Statements

Variables for Payroll Statements

Generate & share tax-compliant equity annexes instantly with customisable templates, stakeholder variables & document automation

How can I create & share Holding Confirmations?

Holding Confirmations

Ledgy has partnered with Aranca to provide you with valuation reports that meet the highest standards of review

How do I get a valuation report?

Exports

Use it to manage documents created from templates, as well as uploaded documents. Organise documents into folders for easy collaboration.

Introduction to Data Room

Data Room

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