To add a share transfer transaction:

  1. Click Ownership > Transactions in the left menu. By default, the Share Issuances screen is displayed.
  2. Click Share Issuances (Equity Awards) tab. 
  3. Click Add New Transaction.
  4. In the display Add New Share Issuances (Equity Awards) dialog box, select the Type of Award.

If you select Option Award:

 

 

 

  1. Enter the Stakeholder name. 
  2. Select their Exercise Request ID. You can select all entries where share issuance is pending.
  3. Select the Date of Issuance.
  4. Enter the Number of Shares.
  5. Enter the Certificate Code.
  6. Select or Enter New Tag, you would like to capture. For example, you may want to include a tag for a department, or for the grant event.
  7. Click Choose File to upload Supporting Documents. Navigate to the file location, select the file, and click Open.

If you select Share Award:

 

 

  1. Select the Type of Issuance.
  2. Enter the Stakeholder name.
  3. Select the Grant Date.
  4. Select the Date of Issuance.
  5. Enter the Number of Shares.
  6. Enter the Certificate Code.
  7. Select or Enter New Tag, you would like to capture. For example, you may want to include a tag for a department, or for the grant event.
  8. Click Choose File to upload Supporting Documents. Navigate to the file location, select the file, and click Open.

5. Click Save and Add New.