Download the grant agreement template by clicking on the 'Download Grant Template' button on the Plan screen
The template is a word document (.docx) and all of the below placeholders are available to be added to the agreement
Any default placeholders can be copied and pasted, and the placeholder name should be updated with the 'placeholder name' from the table below
The template should be saved as a .docx file and uploaded to the plan using the 'Upload Grant Template' button

Placeholder Name	Example Output	Description
{grant_date}	01-Jan-2022	Populates as the grant date from the grant screen
{stakeholder_name}	John Doe	Populates as the stakeholder name
{company_name}	Company Name	Populates as your company name
{grant_type}	Option	Populates as the grant type (Options, RSA, RSA, SARs or Growth Shares)
{grant_option_type}	ISO	The option type of the option grant
{plan_name}	Employee Plan	Populates as the plan name
{plan_creation_date}	01-Jan-2022	Populates as the date the plan was created
{grant_quantity}	10	Populates as the number of shares granted
{currency}	$	Populates as the currency associated with the grant
{grant_price}	10	Populates as the Grant Price or FMV Value of the grant
{grant_total_cost}	10	Populates as the total price associated with the grant
{vesting_schedule}	48 Month Graded	Populates as the vesting schedule associated with the grant
{vesting_start_date}	01-Jan-2022	Populates as the date vesting has started on the grant
{vesting_summary}	100% will vest in 4 tranches every 1 year(s) on the anniversary of vesting start date.	A summary of the vesting schedule
{grant_id}	OP-001	Populates as the Unique ID assigned to the grant
{grant_expiration_date}	01-Jan-2022	Populates as the expiration date of the grant
{hurdle_price}	10	Populates as the hurdle price - Only applicable for growth shares
{stakeholder_primary_email}	johndoe@companyname.com	Populates as the primary email of the stakeholder
{stakeholder_address}	1 Shares St. , Cork	Populates as the address of the stakeholder, assigned in the users screen
{stakeholder_country_name}	Ireland	Populates as the country of the employee - assigned in the users screen
{stakeholder_ID}	E1	Populates as the unique ID assigned to the employee in the users screen
{stakeholder_type}	Employee	Populates as the shareholder type (employee, investor, founder, board member, crowd funder, shareholder) assigned in the users screen
{stakeholder_access_type}	Personal Information only	Populates as the stakeholders type of access (Full Administrator, Personal Information Only, Advanced Investor, Read Only Admin) assigned in the users screen
{stakeholder_tax_id}	12651A	Populates as the stakeholders tax id - assigned in the users screen
{stakeholder_signature}	Jane Smith	Populates as the admin user who signed the grant - This should be removed if grant signing is disabled
{stakeholder_signature_datetime}		Populates as the date and time the admin user signed the grant - This should be removed if grant signing is disabled

Plan Documents