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How To View All The Documents & Notes Attached To Your Incentive Plan

Learn how to view all the documents & notes attached to your Incentive Plan that you created in the Equa App.

Prior to getting started, you will need the following:

Step 1: Getting Started

  • Hover over “Capitalization” in the main navigation bar, then click “Incentive Plan” in the drop-down menu
  • Select the Incentive Plan you want to create an incentive for
  • Click on the “Documents & Notes” tab

Step 2: Viewing The Documents & Notes

  • This section in the membership dashboard is divided into Plans, Incentives, Pools, Vesting Schedules, and Holdings
  • You can view each tab by clicking on the dropdown carrot
  • You can also click the “Expand All” button to expand all tabs and display all your documents & notes
  • Clicking the “Collapse All” button will minimize all tabs and hide all your documents & notes
  • Click on the document link to view/download the document attached
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