How to edit drafted options

Cap table | Securities | Options | Drafts

Wendy Canady avatar
Written by Wendy Canady
Updated over a week ago

The draft options tab is used to assign securities to individual holders and link to the relevant equity incentive plan, share terms, and vesting schedule. Once you’ve drafted options, you are able to go back and make edits as needed, following the steps below.

Navigate to the Draft Securities page to edit drafted options

  1. Sign in to Cyndx and go to the Owner tab

  2. On the left-hand navigation bar, click the Securities drop down

  3. From the drop down menu, click on Draft Securities

  4. On the Draft Securities page, go to the Options tab

  5. Click the Actions menu (arrow icon) to the right of the option you would like to edit

  6. Select the option to edit that option

Edit Option

6. Edit option details

7. Click Update


Edit Option example

See also: After I draft options, how do I issue drafted options?


Related articles: How to draft, delete, and view drafted options, and how to draft shares, warrants, or convertibles

Read more on options in our Cap Table Glossary

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