Create a Template in Qapita

Create a Template in Qapita

The Qapita workflow simplifies adding fields to grant letters for equity awards and share certificate templates. All you need to do is create the draft document in MS Word, upload it to Qapita, and add the required fields in the Document Editor.

To Add Fields to a Template:

Step 1: Click Settings on the left menu and select Templates.

Step 2: In the displayed Templates page, click Add New Template.
 

Step 3: Type the Template name.
 

Step 4: Select the Template Type.

Step 5: Under Select a Template, choose one of the following:

• Continue with a sample template, using a sample Qapita provides. Click the Download button to save the document.
• Upload a new document to select the Word document. You can also drag and drop the document.

Step 6: Click Next.

Using the Document Editor:

Step 1: The document is opened in the Document Editor. You can now build the template using variables.

Step 2: Place the cursor where you want to insert a variable. Locate the variable in the left panel and click it to add it to the document.
For example, to add the Date in the first line of the document, position the cursor in the document, locate the field, and click it.

Step 3: Similarly, you can add all other fields.

Add Approver List:

Step 1: To include the Approver list, place the cursor where you want to insert the list of approvers. In the Select Field to Insert, navigate to the Approvers options.

Step 2: Click Approvers. The placeholders for approvers are generated.

Step 3: Now, position the cursor between the begin and end approver group and select other approver details you want to include.
Important: Only details included between the begin and end approver will be displayed. If there is more than one approver, these will be displayed one on each row.

Add Nominee List:

Step 1: Place the cursor where you want to insert the list of nominees.

Step 2: In the Select Field to Insert, navigate to the Nominees options and click Nominees. The placeholders for nominees are generated.

Step 3: Now, position the cursor between the begin and end Nominees group, and select other nominee details you want to include.
Important: Only details included between the begin and end nominees will be displayed. If there is more than one nominee, these will be displayed one on each row.

Add a Vesting Schedule Table:

Qapita allows you to create the Vesting Schedule as a template. Please follow these steps carefully to create a table.

Step 1: Click Templates on the left menu.

Step 2: In the displayed Templates page, click Add New Template.

Step 3: Select the Word document that contains the contract. You can also drag and drop the document. Click Next.

Step 4: The document is opened in the Document Editor.

Step 5: Place the cursor where you want to insert a table. In the Select Field to Insert, navigate to the Vesting Tranche options.

Step 6: Click Vesting Tranche. You can choose the vesting schedule.

Step 7: Click Insert to preview the table.
 Step 8: Click Submit to create the template.

Document Preview:

Step 1: To view the template as a document for a specific grant, type the employee’s name in the Preview with field. 
 

Step 2: Click Previous to go back to the Document Editor and make any changes needed.

Step 3: Click Submit once the document is final. The template is added to the list of templates.