👈 Previous: How to format a document into a Pulley template


Directions shown in the video above:

  1. After logging onto the platform, on the left navigation bar under EssentialsCompanyTemplate

  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: Issue New Securities

🔧 Troubleshooting

  • Contact us via Intercom or at support@pulley.com if you have any issues setting up your templates!

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