What it is
Fillable templates now cover RSUs, SARs, warrants, and convertible notes, with Carta populating placeholder fields from your cap table data and flagging any placements for review. Admins can also add custom fields to any template: values the holder enters directly at signing. Each custom field includes a label and supports free text, checkbox, or single-select from a defined option list. The holder's response is saved into the executed PDF.
Why it matters
Equity administrators can generate agreements across your full equity program without manual data entry. Custom fields let you collect disclosures, attestations, or other holder-specific information in the signing flow, without a separate form or follow-up.
How it works
The "Preview Filled out Document" button on the document set setup screen opens a live preview of the holder signing experience. Admins can type sample values directly into signer-fill fields and see how they render. Nothing in preview affects holder records or generates a real document.
