Document Groups makes it easy to attach the same templates to options, RSAs, and other security grants.

Create a Document Group

Select Templates > Document Groups

Select "Create a Document Group"

Upload documents to the Document Group

Name the Document Group, and upload the set of documents for the group

Attaching a Document Group to a security

You can now select a Document Group and apply the documents in the group to the newly created security.

After saving the security, all the templates in the Document Group will now be attached to the newly created security.

Shareholders who receive a grant can sign for their options and shares directly through Pulley.

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