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Learn how to create, share, organize, automate, and sign documents digitally
20 articles in this collection
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Signatures
Preparing signature requests with witnesses
Witness signing is typically used in the UK to validate the execution of deeds
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Support
Updated over a week ago
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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Support
Updated over a week ago
Creating signature requests and inviting stakeholders to sign documents
Within Ledgy, you can request for signatures and digitally sign documents.
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Support
Updated over a week ago
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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Support
Updated over a week ago
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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Support
Updated over a week ago
Legal basis for the validity of digital signatures in Europe
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Support
Updated over a week ago
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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Support
Updated over a week ago
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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Support
Updated over a week ago
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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Support
Updated over a week ago
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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Support
Updated over a week ago
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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Support
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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Support
Updated over a week ago
Dynamic grant dates
Introducing document templates with automated and reactive variables.
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Support
Updated over a week ago
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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Support
Updated over a week ago
Which information is included in holding confirmations?
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Support
Updated over a week ago
Variables for custom holding confirmations
Create your customized holding confirmation and dynamically populate the document through variables.
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Support
Updated over a week ago
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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Support
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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Support
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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Support
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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Support
Updated over a week ago