All Collections
Documents
Learn how to create, share, organize, automate, and sign documents digitally
Preparing signature requests with witnessesWitness signing is typically used in the UK to validate the execution of deeds
Open signature requests via DocuSign in batchThis article explains how to batch-open multiple e-signing requests via DocuSign.
Creating signature requests via DocuSignLedgy has partnered with DocuSign! Benefit from all features as part of your DocuSign subscription: eSignatures, eWitness, etc.
Creating signature requests and inviting stakeholders to sign documentsWithin Ledgy, you can request for signatures and digitally sign documents.
Signing documentsLedgy gives you the opportunity to digitally sign documents with only a few clicks. Follow the steps below to sign your document.
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.
Legal basis for the validity of digital signatures in Europe
Electronic signatures in SwitzerlandThis article has been prepared in collaboration with Shabanaj Gentiana, from the leading Swiss law firm Kellerhals-Carrard.
How to use templating workflow automation?The templating workflow automation allows you to automatically populate your document templates with variables.
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.
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
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.
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.
Dynamic grant datesIntroducing document templates with automated and reactive variables.
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.
Which information is included in holding confirmations?
Variables for custom holding confirmationsCreate your customized holding confirmation and dynamically populate the document through variables.
Generating custom reports for external useYou can now use our Documents > Reports page to easily create, customize and export your reports
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).
Generating an EMI Annual Return (EMI40) templateCompanies with a registered EMI scheme have to file an annual return template to HMRC. Generate this return template directly on Ledgy.