Manage Templates

The Templates section is where you can manage option plan documents, legends, and vesting schedules. 

Option Plan Documents

Option plan documents are grouped into "document sets." Go here to learn about documents sets and how to attach them to equity plan awards. 


Choose 'Create Legend' to create a new legend, or choose 'Edit' to modify an existing legend. You can edit the Default legend. To see how you can apply your legend sets to securities, click here


Choose 'Create Vesting Schedule' to create a new schedule, or choose 'Edit' to modify existing vesting schedules. To see how you can apply your vesting schedules to securities, click here.

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