👈 Previous: How to format a document into a Pulley template
Follow the steps below to upload your form documents:
After logging onto the platform, select Company on the left navigation bar → Templates
To initiate the creation of a new template bundle, start by navigating to the specific security type and select + Add Template.
Provide a distinctive name for your template bundle to easily identify and manage it in the future.
You can upload multiple templates within a single bundle by selecting Upload Templates.
💡 You can include various templates such as an Option Agreement Template and an Equity Plan Template within the Options template bundle.
To Preview your template, you can view either the blank template or a filled version with Sample Data. If needed, edit the example data fields to suit your requirements.
Select Save to store your template bundle. This temple bundle will now be available for issuing securities.
Follow the steps below to edit your existing form documents:
🚨 Standard Template Bundles that were provided by Pulley cannot be edited. To adjust these, download the files within the bundle and create a new bundle.
Click on the name of the template bundle.
To edit a template within the bundle, first remove the existing template by selecting Delete. Create the new template locally, then select Add to upload the updated version.
Hover over the version number and select See Past Versions to access historical versions of the template bundle.
Select Create Version to save edits. This new version becomes available for issuing securities. If securities have been previously issued with this template bundle, decide whether to apply the updated template to the issued securities or keep them unchanged.
💡 Note that stakeholders won't need to re-sign documents but can view different versions through the stakeholder portal.
👉 Next: Issue New Securities
🔧 Troubleshooting
Contact us via Intercom or at support@pulley.com if you have any issues setting up your templates!