Pulley allows you to create a custom document using our Custom Template feature. This streamlines your templates and pre-formats important company documents into one, singular repository.
Follow this guide to ensure your document is set up correctly.
1. Prepare Your Document
Open in a text editor (Microsoft Word recommended): If you are using Google Docs, export it as a .docx file by navigating to File → Download → Microsoft Word (.docx).
2. Add Template Fields
Pulley template fields are designed to automatically populate specific data from your Pulley account into your documents. Here’s a detailed explanation of how they work:
Template Fields are Placeholders: Template fields are placeholders within your document. Pulley will replace these placeholders with the corresponding data from your account when the document is generated.
For example: For the stakeholder's name to appear somewhere in the document, insert {{stakeholder_name}} where you'd like the value to show up.
Reference Template Fields: Go to the Template Fields page to find the appropriate field codes.
Add Fields to Document: Replace the text in your document with the fields you want Pulley to automatically fill out.
ℹ️ Tip: Copy/paste template fields directly to avoid errors.
3. Format and Style
Font Styling: The font styling you set in your .docx document matters. The styling of the {{field_name}} in the template will persist when Pulley fills out the fields.
This is particularly useful for signatures, where you might want to use a cursive font (e.g., Homemade Apple) and adjust the font size to make it look like a signature.
Avoid Spaces: Ensure there are no spaces in the template field name.
❌ {{ stakeholder_name }} will not work
✅ {{stakeholder_name}} will work
4. Upload and Preview Your Template
Upload Document: After formatting your document, upload it to Pulley by clicking on +Add Template.
Preview with Sample Data: Use sample data to ensure everything is correctly set up by previewing the template.
5. Save and Update Templates
Save Changes: Once you are done, click on "Save" at the bottom right corner of the template creation page.
Update Existing Templates: If updating an existing template, select the securities for which you'd like to update the documents to the new template.
6. Custom Fields
Create Custom Fields: If the default template fields do not cover your needs, you can create custom fields. Use the format
{{custom_field_<custom_field_name>}}. For example,{{custom_field_game_token_quantity}}.Naming Custom Fields: Ensure the custom field variable starts with
custom_field_and avoid using special characters.Unique Data Points: These fields allow you to include specific data points that are unique to your documents.
7. Specific Template Setups
Notice of Exercise:
🚨 DO NOT FORMAT THE NOTICE OF EXERCISE INSIDE THE NOTICE OF OPTION GRANT🚨
Notices of Exercise must be uploaded to the Exercise Requests settings page, located under Hire and Retain → Exercise Requests → Edit Settings.
Add the template fields to your .docx file, then upload it to the appropriate slot (Default Notice or Early Exercise).
Employment Contracts: Format and Upload these under the Employment Contracts section on the Templates page. These contracts are used in the Offer Letter tool.
This video demonstrates how to format a document into a Pulley template:
By following these steps and harnessing Pulley's robust template capabilities, you can create consistently formatted documents that are automatically filled with crucial data - minimizing manual input and ensuring document accuracy.
Template Fields
Review our list of Template fields with descriptions, examples and more information here 👉 pulley.com/template-fields
🔧 Troubleshooting
Contact us via chat or at support@pulley.com if you have any issues setting up your templates!
Note: Custom Templates (also known as Custom Documents) are available to Growth and Custom plan customers. Please reach out to your Customer Success Manager should you be interested in utilizing Custom Documents/Templates.
Next:
👉 Edit / Update Form Document