Templating
Introduction to templating & signing automationLearn how to automate document generation and e-signature workflows in Ledgy using templates, variables, and integrated signing providers.
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 document using document templatingAutomatically fill in your Stock Option Grant templates with stakeholder information directly from Ledgy using document templates.
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 certificatesWith Ledgy, you can now automate the generation and management of your share certificates.
How to create a Termination document using document templatingSet up and use termination document templates to auto-generate paperwork when terminating grants in Ledgy.