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How do I edit or change a security?

Instructions on how to edit or change a security.

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

First, go to the Cap table page located on the left navigation bar under Essentials β†’ 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 β†’ Edit.

Editing securities in bulk

  1. Hit the green Actions button β†’ Edit.

This will open the spreadsheet mode where you can make additional edits.

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