Pulley

👈 Previous: <a href="https://help.pulley.com/en/articles/5521560-how-to-format-a-document-into-a-pulley-template">How to format a document into a Pulley template</a>

___________________________________________________________

After logging onto the platform, on the left navigation bar under Essentials → Company → Template

Select on Add Template → Add a name and the document → select Upload Template

Select on Preview on the right of the form document → open up the downloaded PDF to view populate document

Repeat Steps 1 to 3 for additional edits and changes to any form documents

1. After logging onto the platform, on the left navigation bar under Essentials → Company → Template

2. Select on Add Template → Add a name and the document → select Upload Template 

3. Select on Preview on the right of the form document → open up the downloaded PDF to view populate document

4. Repeat Steps 1 to 3 for additional edits and changes to any form documents

👉 Next: <a href="https://help.pulley.com/en/articles/4781459-how-do-i-drafts-new-securities-in-pulley">Issue New Securities</a>

Contact us via Intercom or at <a href="mailto:support@pulley.com" rel="nofollow noopener noreferrer" target="_blank">support@pulley.com</a> if you have any issues setting up your templates!

- Contact us via Intercom or at <a href="mailto:support@pulley.com" rel="nofollow noopener noreferrer" target="_blank">support@pulley.com</a> if you have any issues setting up your templates!

How do I edit or update my form documents?

Directions shown in the video above: