Grant acceptance improvements
Whats new?
This release includes our first phase of grant acceptance improvements.
We have:
Redesigned the grant acceptance settings on the plan screen
Added a workflow visual to assist you with configuring the workflow
Simplified our grant agreement template builder
Added a grant agreement preview feature
Moved the grant agreement document so its accessible on the grant view details screen
How does it work?
Navigate to any plan and you will see a 'Configure grant acceptance workflow' card at the bottom of the screen
The on screen helper text, tool tips and workflow visual will guide you through setting up and configuring your workflow
Copy and paste the placeholder fields, visible by clicking on the placeholder fields url, to build your .docx grant agreement template. Upload this by drag and dropping it into the file drop-zone
Specify a company signer who will sign these grants on behalf of your organization
Preview the grant agreement template by clicking on the eye symbol, next to the agreement file name
Why is it important and how am I affected?
The grant acceptance workflow feature allows companies to automate what is typically a very manually process.
When companies issue equity grants to stakeholders, the industry norm is for both the company and the stakeholder to sign a grant agreement confirming that both sides understand and agree to the terms of the grant.
Click on the link below to learn more about configuring this feature today!