Carta Collective

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  • 1.  Add Documents to Existing Option Grants

    Posted 12-06-2022 14:10
     


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    Carta Admin
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  • 2.  RE: Add Documents to Existing Option Grants

    Posted 01-10-2023 10:33
    You bet! To add additional documents to option grants, Navigate to Securities > Equity awards; Click the checkbox to the right of the security you'd like to modify, and then click the Actions menu and select Modify option grants.

    Be sure to input a reason for the modification (clerical error or amendment) and add a note, if needed. Click Next: modify values.

    On the modification workflow, mark the checkbox for the field you'd like to update and use the column to the right to input the new values. Once updated, click Next: review to review and save the changes made.


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    Carta Support
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