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How To Edit A Certificate

Learn how to edit some or all information from a certificate that has already been drafted.

Prior to getting started, you will need the following:

Step 1: Getting Started

  • Hover over “Capitalization” in the main navigation bar, and then click “Cap Table” in the drop-down menu
  • Find the holder you want to edit, then click on the carrot to the left of their name which will expand the cap table to show their holdings
  • Click on either the certificate thumbnail image or certificate number to view the specific certificate you want to edit

Step 2: Editing The Certificate

  • Once inside the specific certificate’s info packet, find and click on the “Edit” tab
  • Edit any/all of the information you'd like, then click the “Save” button
This completes the process of editing a certificate
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