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Corporations General Availability
6 years ago

Bulk Modify Workflow update

We are in the process of updating the bulk modify workflow across all ledgers. This update will provide a cleaner experience and allow to more easily add fields in the future.

We moved the modification reason to the first step and now ask for the type of modification - clerical error or amendment. This is for data tracking only, the option you select will not affect anything.

In the second step, we have also separated the fields into sections and added the ability to set certain fields as null.

In the final step we cleaned up the review screen to make it clearer what fields are being changed and the notifications that will be sent out.

Currently this workflow shows for options and certificates. It will be updated for convertibles, warrants, RSAs, RSUs, SARs and PIs shortly.

Before:

1 .

Screen Shot 2018-07-09 at 2.46.18 PM.png

2
.
Screen Shot 2018-07-09 at 2.46.44 PM.png

3 .

Screen Shot 2018-07-09 at 2.47.06 PM.png

After:

1 .

Screen Shot 2018-07-09 at 2.48.34 PM.png

2 .

Screen Shot 2018-07-09 at 2.49.13 PM.png

3 .

Screen Shot 2018-07-09 at 2.50.21 PM.png

Avatar of authorConnor Bathen