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How to edit and delete a Clara option plan
How to edit and delete a Clara option plan
Updated over a week ago

This article explains how you can edit or delete an option plan that has been set up using Clara's documents.

You can only edit your Clara option plan when it is in draft mode and the documents have not been sent for signature. If you have sent the option plan for signature and it has not been signed yet, you can void it to return it to draft mode.

Please note that if you delete an signed option plan from the data room, this does not legally cancel the plan. You may need take further steps to terminate the plan, please seek legal advise on this point.


Edit

1. Click on Data Room

Click on Data Room

2. Locate the Share Incentive Plan

Locate the Share Incentive Plan

3. Click on View

Click on View

4. Click on Edit

Click on Edit

5. Edit the form

Edit the form

6. Click on Save Changes

Click on Save Changes

Delete

7. Click on Name Type Parties Status …

Click on Name	Type	Parties	Status	…

8. Click on View

Click on View

9. Click on Delete

Click on Delete

10. Give a reason

Provide a reason for deleting the plan, then click delete.

Give a reason

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