🚀 Bulk-update grant letter template across multiple grants
EquityList Team
Equity Awards > Grants > Bulk Actions
Admins can now re-map a revised grant letter template to multiple draft grants in a single action — across ESOP, SAR, and RSU. No more editing grants one by one.
How it works:
Select your grants, then pick a template: Only templates mapped to the selected grants' type are shown.
Letters regenerate automatically: Draft grant letters are regenerated using the newly selected template.
Executed grants are protected: If your selection includes executed grants, you'll see a warning and can proceed with draft grants only. If all selected grants are executed, the action is blocked.
Full tracking: Every change is logged. A completion email and in-app notification confirm the update, including any grants that couldn't be processed.
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