Articles
- How to Amend Your Equity Incentive Plan
- How to Edit Your Equity Incentive Plan
- Resend Security Acceptance Emails
- Modifying Stakeholder Information
- How to Sign Securities as an Administrator
- How to Reset Your Password
- Adding a Template Legend
- Creating a Custom Vesting Schedule
- How to Add an Individual Stakeholder
- How to Add an Entity Stakeholder
- How To Set a Warrant Block
- How To Set Convertible Terms
- Adding, Editing, and Deleting a Document Set
- Editing Company Information
- Editing or Deleting a User
- Adding Users
- Setting Up User Roles
- How to Transfer a Stock Certificate
- How to Add Warrants for an Individual
- How to Add Warrants for an Entity
- How to Exercise an Option Grant as an Admin
- How to Issue an Option Grant
- How to Add Convertibles for an Individual
- How to Add Convertibles for an Entity
- How to Create a Preferred Share Class
- How to Create a Common Share Class
- How to Accept Securities as a Firm
- How to Add Certificate for an Individual
- How to Add Certificate for an Entity
- How to Create an Equity Incentive Plan