How to enter an exercise transaction ?

When a holder exercises a security, an exercise transaction must be entered.

1️⃣ Create an exercise transaction

Click on Add → Transaction → Exercise

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2️⃣ Set up your transaction

Indicate the date, the security exercised

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3️⃣ Fill in the information for the exercise

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4️⃣ Link the exercise form to the transaction

5️⃣ Have the document signed from the application (optional)

6️⃣ Create or link the operation to an event inherent to the exercise transaction