Convertible Instrument Import

What's new?

Company Administrators can now import convertible Instruments in bulk on the convertible instruments screen.

How does it work?

On the Convertible Instruments screen click ‘Download Template’, this will download an excel import template to your desktop. Instructions are provided within the excel to help guide company administrators in populating the template. Once completed, on the Convertible Instruments screen click ‘Import’, select the populated template from your desktop and all convertible instruments will be added to the platform.

Why is it important and how am I affected?

This allows company administrators to add multiple convertible instruments quickly using the excel import template.