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How do I edit or change a security?

Instructions on how to edit or change a security.

Tyler Martin avatar
Written by Tyler Martin
Updated over a year ago

First, go to the Cap table page located on the left navigation bar under Essentials → Cap Table.

Editing individual securities

  1. Select the certificate I.D. of the security you wish to edit (in the 'Certificate' column),

  2. When viewing the security details select Actions → Edit.

Editing securities in bulk

  1. Hit the green Actions button → Edit.
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This will open the spreadsheet mode where you can make additional edits.

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