Documents | Ledgy Help Center

Signatures

Preparing signature requests with witnesses

Witness signing is typically used in the UK to validate the execution of deeds

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Creating signature requests via DocuSign

Ledgy has partnered with DocuSign! Benefit from all features as part of your DocuSign subscription: eSignatures, eWitness, etc.

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Creating signature requests and inviting stakeholders to sign documents

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

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Signing documents

Ledgy gives you the opportunity to digitally sign documents with only a few clicks. Follow the steps below to sign your document.

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How to verify the validity of a signature?

You can check the validity of the signature by opening the Adobe Acrobat Reader and examine what the Signature panel says.

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Legal basis for the validity of digital signatures in Europe

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Electronic signatures in Switzerland

This article has been prepared in collaboration with Shabanaj Gentiana, from the leading Swiss law firm Kellerhals-Carrard.

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Templating

How to use templating workflow automation?

The templating workflow automation allows you to automatically populate your document templates with variables.

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How to create a Share Certificate using document templating?

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

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How to create a Notice of Exercise using document templating?

With its workflow automation features, Ledgy allows you to automatically fill in a Notice of Exercise template with the variables on Ledgy

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How to create a Stock Option Grant using document templating?

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

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Updated over a week ago

Variables for document workflow templates (grant letters, exercising letters...)

Document templates can be created and uploaded to Ledgy to be filled in with the information from the corresponding transactions.

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Dynamic grant dates

Introducing document templates with automated and reactive variables.

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Holding Confirmations

How can I create and share holding confirmations?

During every tax season, your stakeholders must present holding confirmations to the authorities. Generate and share them directly in Ledgy.

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Which information is included in holding confirmations?

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Variables for custom holding confirmations

Create your customized holding confirmation and dynamically populate the document through variables.

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Exports

Generating custom reports for external use

You can now use our Documents > Reports page to easily create, customize and export your reports

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Updated over a week ago

How do I get a valuation report?

Ledgy has partnered with Aranca to provide you with valuation reports that meet the highest standards of review (Big Four, SEC, IRS).

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Updated over a week ago

Option expensing report - IFRS 2

You can export an IFRS 2 option expensing report from Ledgy

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Updated over a week ago

Generating an EMI Annual Return (EMI40) template

Companies with a registered EMI scheme have to file an annual return template to HMRC. Generate this return template directly on Ledgy.

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Updated over a week ago