1. Click on Company → Form Documents in the sidebar.
2. Click the "Add Form Documents" button.
3. Fill out the name field and add your form documents. Note: You can upload multiple files into one Form Document.
4. Now, when issuing new options, you can select the appropriate form document from the Form Documents dropdown to pre-fill the form with the values from your template.
- Example in Form mode:
- Example in Spreadsheet mode: