Ledgy

Learn how to automate document generation and e-signature workflows in Ledgy using templates, variables, and integrated signing providers.

Introduction to templating & signing automation

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 Share Certificate using document templating?

Learn how to create and use Notice of Exercise templates in Ledgy to automatically generate exercise documents for stakeholders.

How to create a Notice of Exercise using document templating?

Automatically fill in your Stock Option Grant templates with stakeholder information directly from Ledgy using document templates.

How to create a Stock Option Grant document using document templating

Customise your grant letters, share certificates, and other documents using dynamic variables that automatically pull information from Ledgy.

Which variables can I use for my document templates?

Learn how to automatically update grant dates in Ledgy when all parties complete their signature requests.

Dynamic grant dates

With Ledgy, you can now automate the generation and management of your share certificates.

How to set up automated share certificates

Set up and use termination document templates to auto-generate paperwork when terminating grants in Ledgy.

How to create a Termination document using document templating

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