Issuing restricted stock awards (RSAs) electronically allows you to grant options to employees entirely on Pulley instead of having them sign documents offline.
1. Select "Restricted Stock Awards" as the agreement
To start issuing new option grants: click + Add in the left navigation bar → select Grant Agreement → select Restricted Stock Awards (RSAs)
2. Do a one-time setup
If you're issuing RSAs for the first time in Pulley, you'll need to do a one-time setup:
Set 1-2 certificate signatories:
Assign up to two people from the company who will e-sign all issued RSAs' certificates. Their e-signatures will show up on the certificates like so:
Choose Document Type:
Choose how the generated PDFs will be formatted ("template" is recommended)
⭐️ Templates method removes the need to use tools like DocuSign or HelloSign. How to format a document into a Pulley template
3. Enter RSA's details
You can now start setting up RSAs to issue. If you're a Pulley pro and to need to issue multiple of the same RSAs agreement, we recommend the "spreadsheet" method.
4. Review your drafted RSAs
Double check and preview the PDFs that your RSAs' stakeholders will receive and e-sign:
5. Collect e-signatures 🖊
After you click Collect Signatures:
If you're the company's Certificate Signatory, then you'll receive both an email and a task within Pulley to e-sign the agreement.
Wait for the RSAs' stakeholders to e-sign, too. You can resend the emails as needed.