How to Create a New Legend?

A restriction legend can be used when creating certificates for grants.  The feature allows you to customize the wording of legends printed on the certificate of every grant.

Note: The restriction legends are only available for premium account holders. Kindly upgrade your account to unlock this feature. 

Add New Legend

Eqvista allows you to customize legends used to create certificates for grants in simple steps. 

Open My Templates

Here are the steps to follow:

Step 1: Log into Eqvista and select your company account.

On the dashboard, click “Admin Records” from the left side to get a drop-down menu and select “My Templates”. 

Manage Restriction Legends

Step 2: Here, you will see certificate templates and option agreement templates that have been created. To manage restriction legends, click on “Manage Restriction Legends”.

Note: A certificate and option agreement template can be created by clicking on “Add Template” to get a drop-down menu and select “Certificate” or “Option Agreement”. Check out the respective support articles to learn about it.

Create New Legend

Step 3: On this page, you can view the list of restriction legends available. To create a new legend, click on “Add Legend”.

Enter Legend’s Name

Step 4: A pop-up panel appears to customize the elements of the legend. At the top, enter the legend’s name in the space shown below. 

Customize Your Legend Text

Step 5: Enter the wording of the legend – the text to be included in the legends of the certificate. 

Use variables from the left panel to insert information that can be customized for each legend. The variables can be filtered by Format (Numeric and Text), Case (Default, Uppercase, and Lowercase), and Variables for (Equities, Shareholder/Executor, and Company).

Select the format, case, and variables for, place the cursor where you want to insert a variable, and then click on the variable to insert it. 

Enable Attach to New Grants by Default

Step 6: Select the option “Attach to new grants by default” to include the created legend for every new grant by default. The created restriction legend can be viewed on the equity grant details page if the option has been enabled. 

After customizing the elements, click on “Add Legend”.

Added to Legend Library

Step 7: Once you click on “Add Legend”, it will be added to the other restriction legends. 

Note: On this page, you can view the created legend and perform many functions. To know more about it, check out the support article!

Restriction Legends on Equity Grant Details

Step 8: Each equity grant prints the legends attached to it, whichever certificate template it uses. 

The created restriction legend can be viewed on the equity grant details page if the option “Attach to new grants by default” is selected to include the created legend for every new grant by default. 

In this case, the created legend “Template legends (Template 2)” can be viewed in the Restriction Legends section on the equity grant details page. To view details of the legends on the equity grant details page, click on “Edit Legends”.

Note: The list of restriction legends can be viewed by clicking on “Legend Library”. Check out the support article to learn about managing restriction legends.

View Details of the Legend

Step 9: A pop-up panel appears displaying the details of the legends attached to the grant, along with an option to “Delete”. The certificate prints these legends in this order.

If you want to understand Eqvista, check out our support articles or contact us today!