👈 Previous: How to format a document into a Pulley template
Directions shown in the video above:
After logging onto the platform, on the left navigation bar under Essentials → Company → Template
Select on Add Template → Add a name and the document → select Upload Template
Select on Preview on the right of the form document → open up the downloaded PDF to view populate document
Repeat Steps 1 to 3 for additional edits and changes to any form documents
👉 Next: Issue New Securities
Contact us via Intercom or at firstname.lastname@example.org if you have any issues setting up your templates!