Ledgy

Learn how to upload equity documents to the Data Room, attach them to transactions, and share them securely with stakeholders in Ledgy.

How do I upload, share and attach documents in 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

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

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?

Javier Moisés Quirós

Frances Agoncillo

Support Team

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

Documents

Create, manage, and track digital signature requests in Ledgy using Ledgy, Skribble, or DocuSign.

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

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

Ledgy's native signature workflow

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

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

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 document 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

Generate stakeholder-level documents for equity holdings and payroll using customisable Word templates with variables in Ledgy.

How to Create Holding Confirmations and Payroll Statements using templates?

This video tutorial walks you through the process of creating payroll annexes for employees, step by step.

How to create payroll annexes for employees? - video tutorial

Holding Confirmations

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

Introduction to Data Room

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