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Help Center
Timeline & Transactions
Corporate Actions
Capitalisation
Capitalization Table
Securities
Pools
Equity awards
Type of securities
Timeline & Transactions
Events
Corporate Actions
Transactions - Equity awards
Operations management
Special transactions
Accounts
Adress Book
Accounts
Logs
Templating
Templating
Signature
Governance
Library
Files
Templating
Electronic signature
Step by step tutorials
Tutorials
Tutos
My Equify onboarding
Settings
Administration
Details
Labels
Notifications
Authorizations
Informations
Equify for holders
My personal space
Connexion
Reports
Valuation
Timeline & Transactions
Events
How to create an event?
Events management
How to edit or delete an event?
Corporate Actions
Add a subscription transaction
How do you register a stock-split ?
How to add a conversion transaction ?
How do I enter a sale or transfer transaction ?
Transactions - Equity awards
How to register a vesting acceleration ?
How do I record an employee's departure on Equify?
How do you validate the achievement of a target for an account with a milestones vesting ?
How to enter an exercise transaction ?
How to register a vesting suspension?
How do you transcribe an allocation of securities on Equify ?
See more
Operations management
How to search for a transaction in your transaction ledger ?
Transactions management
How to add a transaction ?
How to set up the details of a transaction ?
How do I export the Transaction ledger ?
How to edit or delete a transaction ?
How do notifications work when a new transaction is registered ?
See more
Special transactions
How to register Share with Warrant on Equify ?
How to register a capital reduction ?
How to reflect the absorption of a company on Equify?
