π Previous: How to format a document into a Pulley template
Directions shown in the video above:
After logging onto the platform, on the left navigation bar under Essentials β Company β Template
Select on Add Template β Add a name and the document β select Upload Template
Select on Preview on the right of the form document β open up the downloaded PDF to view populate document
Repeat Steps 1 to 3 for additional edits and changes to any form documents
π Next: Issue New Securities
π§ Troubleshooting
Contact us via Intercom or at support@pulley.com if you have any issues setting up your templates!