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.