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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
2️⃣ Set up your transaction
Indicate the date, the security exercised
3️⃣ Fill in the information for the exercise
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