This tutorial outlines the step-by-step process of finding and joining the right community for you to connect with your peers in Carta Community. #Cartahacks #Education #Webinar
Great hack tip! Kris Tsao Cachia Corporate Paralegal Specialist Cooley LLP 3 Embarcadero Center, 20th Floor San Francisco, CA 94111-4004 +1 415 693 2392 office +1 415 520 6581 efax kcachia@cooley.com www.cooley.com Cooley is committed to racial justice ...
Such a great hack! -- Brent Devey --
Okay, I found this hack out today (which actually is just a product feature that I wasn't aware of): On the 'Bulk update stakeholders' spreadsheet, on the 'Addresses' tab, you can add a new line item in order to add a new address for someone - just make sure you put a new effective date (I...
+1 Dan! This is my favorite hack the share. Another hot tip is that you can print a copy of a certificate along with any approvals and transaction info. On a security from the admin ledger or stakeholder portfolio, click the carrot ("V" drop-down menu) and select "View Details". On the left...
I'm with Dan on this one. The ability to change the maximum results per change is a huge time saver. But, yeah, use it wisely; beyond 150 results it will get too much time to load everything. #Cartahacks -- Paulo Vollmer --
One of the biggest time-savers on projects that require page-by-page modifications is increasing the results per page. In the middle of the long URL on any ledger page (such as Securities > Shares), you can spy &results=50. Change this to 100 or 150 for example to get more out of your bulk...
The best Carta trick I know of is Sandbox, Carta's free testing environment. For any users new to Carta, it can seem pretty daunting entering in transactions, issuing securities, etc into the live Carta platform- this is where Sandbox comes in. It is the perfect place to experiment and test how...
One of the best hacks i've found is to have multiple windows of Carta open at one time. That way you can go back and forth between pages without going all the way out of a page and then getting back into it. It definitely is a time saver! #Cartahacks -- Kathy Sodoma --