Templating
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 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.