Documents
Learn how to create, share, organize, automate, and sign documents digitally
How can I create & share Payroll Statements / Salary AnnexeDuring every tax season, your employees may need to present payroll statements to the authorities. Generate and share them directly in Ledgy.
Uploading, Sharing, and Attaching DocumentsLearn how to upload documents to your Ledgy account and share them with stakeholders (i.e. employees and shareholders) via Ledgy.
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.
How to use DocuSign for signaturesTo use Ledgy’s DocuSign integration, link your DocuSign account and unlock eSignatures, eWitnessing, anchors, signing order, and more.
As a company owner or admin, how can I create signature requests and invite stakeholders to sign documents?Within Ledgy, you can request for signatures and digitally sign documents.
How to sign a document?Ledgy 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 EuropeThis article explains the different requirements with respect to electronic signing in key European countries as well as in the European Union.
Intro to templating & signing automationUse end-to-end templating automation to create templates, add signature requirements, and automatically populate them 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.
Which variables can I use for my document templates (grant letters, exercising letters, etc)?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 to set up automated share certificates (Beta)With Ledgy, you can now automate the generation and management of your share certificates.
Variables for Payroll StatementsThis guide outlines what variables you can use when creating custom Payroll Statements
How can I create & share Holding Confirmations?Holding confirmations, otherwise known as equity annexes or tax confirmations, are ways to show an annual summary of what has been granted or settled by a relevant stakeholder over a…