A workflow is basically a series of templates. For this article we will go through a workflow example for Adopt Share Option Plan in Hong Kong
Please note each workflow works differently and will have different steps.
Step 1: Click on Create (+) and click on Workflows tab
Step 2: Select a Workflow from our library to start your activity. In this example, we have selected the Adopt a Share Option Plan.
Share Option Plan
Step 1: You can edit the name of the activity under the Name section. Click on Add to add team members and click on Start activity when you are done.
Step 2: You can edit the name of the document by clicking on the pen icon at the top.
You can add team members by clicking on Add.
Make sure to turn on the Approver/Signer button otherwise the party won't be able to approve/sign the document. Click on Create after you are done with this step.
Step 3: Enter the required information and click on Review document when you are done.
Step 4: After you have reviewed the document click on Begin signing process.
You can also change answer by clicking on Change answers.
You can make other changes to the document by clicking on Use text editor.
Step 5: Approve the document if you are the approver of the document.
The approver of the document will be presented with this box below:
Click on Approve and Submit. You can also write comments in the comment box if required.
After everyone has signed, the document will be completed and you will be presented by this dialog box.
Click on Next step to proceed to another phase.
Next phase: Directors' Resolution to Adopt Share Option Plan
Step 1: Select the options provided and click on Choose.
Step 2: You can members under Company section and Directors sections by clicking on Add.
Make sure to turn on the Approver/Signer/Comment button. And click on Create when you are done.
Step 3: Finish up the document by entering the required information. See Step 3 - Step 5 of Share Option Plan for reference.
After the document has been finalized. You can proceed to the next phase.
Next Phase: Shareholders' Resolution to Adopt Share Option Plan
Step 1: Select the options given and click on Choose when you are done,
Step 2: Add members and enter the required information in the document. See Step 2 - Step 5 of Share Option Plan for reference.
And here you have it. You have successfully completed the last step of the activity!
If you have any questions please feel free to reach out to us at firstname.lastname@example.org or via our app's live chat. We'll be more than happy to help!