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How To Edit A Legend

Learn how to edit legends and apply the changes to existing certificates.

Prior to getting started, you will need the following:

Step 1: Getting Started

  • Hover over “Capitalization” in the main navigation bar and then click “Legends” in the drop-down menu
  • Click the three vertical dots menu of the legend, and then click the “Edit” button

Step 2: Change The Name, Content or Both

  • From here you can edit the name, content, or both
  • If your legend is applied to an existing certificate, tick the “Update Holdings” box to apply the changes to existing certificates
  • Click the “Save” button
This completes the process of editing a legend
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