Ledgy

Use a regular document template to generate a transaction-specific share certificate in 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 based on signature completion using dynamic variables in Ledgy's document templating system.

How do dynamic grant dates work?

Upload a Word template, configure numbering rules, and enable automated share certificates per share class in Ledgy.

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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