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

Learn more about spreadsheet mode here.

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

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

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