Editing an equity plan allows you to fix errors or add detail not previously provided (e.g., board approval date, comments, etc.).
Amending an equity plan allows you to increase the size of your incentive equity pool, which is typically done in connection with legal documentation and board/shareholder approval.
To edit or amend an equity plan, under the left navigation Essentials → Cap Table → Equity Plans
Then, select the equity plan you wish to edit or amend.
Next, select Actions → Edit or Amend
Edit an equity plan by revising the form and selecting "Save Equity Plan".
Amend an equity plan by completing the form and selecting "Save Amendment".
Amendments to equity plans can be deleted by selecting the "Delete" button next to the amendment: