How to exercise options?

You can exercise an employee's options on Ledgy.

Go to the Equity Plans > Grants page, search for the stakeholder whose options need to be exercised and click the arrows on the right-hand side. You will then be able to input the Date and Number of options to be exercised as well as Run templating and signature workflow.  

Screen Shot 2021-10-13 at 10.18.36

You can also click on the row with the Stakeholder's name to open it. A row grouped by Grant # will appear. You can also click on that and an individual grant will appear.

In that last row, you can click on the 3 dots as well and exercise from there.Screen Shot 2021-10-13 at 10.22.28