Drafting and issuing option grants

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Keep reading to learn how to draft option grants and send them for signature through Carta.

Navigate to the drafts page

Navigate to Essentials > Draft option grants.

You can also access this page through Securities > Equity awards > Options > Draft options.

Open or create a draft set

Select an existing draft set, or click New options draft set to set up a new one

Enter grant details

In the spreadsheet editor, enter the required grant information.

You can also upload drafts information in bulk by following these instructions.

Submit drafts

When you're finished entering drafts information, click Review.