Carta Collective

 View Only
  • 1.  Public: Reports for Award Agreements

    Posted 11-17-2022 09:20
    Is there a report that will list the award agreement that is connected to each award?

    ------------------------------
    Carta Admin
    ------------------------------


  • 2.  RE: Public: Reports for Award Agreements

    Posted 11-17-2022 09:21
    1. You can download the "Documents report" and that will give you an excel sheet containing the name of each document that is attached. If you are wanting to see the actual documents I recommend option 2

    2. Go to Securities >> Equity Awards >> Filter for the plan you want to download from >> Check the box at the top to select all documents on the page >> Actions >> Print Option Grants >> Save them as a PDF.


    ------------------------------
    Carta Support
    ------------------------------