How do I edit or update my form documents?

Learn how to fix or adjust your templates.

Michelle Chu avatar
Written by Michelle Chu
Updated over a week ago

Directions shown in the video above:

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

  2. Select on Add Template β†’ Add a name and the document β†’ select Upload Template

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

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

πŸ‘‰ Next: Issue New Securities

πŸ”§ Troubleshooting

  • Contact us via Intercom or at if you have any issues setting up your templates!

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