How does a designated plan signatory review & sign a grant agreement document?

How does a designated plan signatory review & sign a grant agreement document?

When a grant is issued from a plan with grant acceptance enabled and a designated company signatory has been selected, the generated grant agreement document is required to be reviewed and signed by that signatory.

The grant and the grant agreement document are not made visible to the stakeholder until after this is completed.

The designated plan signatory will be required to login and navigate to the Equity Grants screen
Grants that require their review and signature will have a "Review" button visible in the grant acceptance column
Click "Review" to display the grant agreement document
The signatory can click the "View details" button to drill into the grant in more detail, or click "Approve and sign" to append their name to the grant agreement document
The grant will then be visible to the stakeholder for them to review and accept through the platform

Some useful tips!

The grant and the grant agreement document is not visible to the stakeholder until after the designated plan signatory has signed the grant agreement document
When reviewing the grant agreement document, clicking on the 'View details' button will open the grants view details screen. If there is an issue with the grant and it needs to be cancelled, click on the 3 dots button on the top right corner of the page and select 'cancel'
On the grant view details screen, the banner at the top of the page will display a "Review & Sign" button which can also be used to launch the grant agreement review step
Only the designated signatory will see the "Review" button for each grant that they need to review and sign. Other administrators will see that the grant is "pending plan signatory", denoted by the orange icon on the grant record
Grants that have been accepted by the stakeholder will display a note underneath the grant status label on the Equity Grant screen e.g. "Accepted on 01-Jul-2023"