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  1. Support Center
  2. Running Fidelity Private Shares
  3. How to Guides

How to Guides

  • How to Create a Non-disclosure Agreement (NDA)
  • How to Add a Predefined Vesting Schedule
  • Create New User Workflow
  • ยท Amend Bridge Note Purchase Agreement Workflow
  • Changing Your Company Address
  • How to Set Preferences for Counsel Involvement
  • Closing Your Account
  • How to Export the User List or the Stockholder List
  • How to Edit a Document When Running a Workflow
  • How to Upload Documents in a Workflow
  • Signing Documents
  • Changing a Workflow Owner
  • How to Discard a Workflow
Support Center