If I archive a token grant, can I mark a locked vest event as delivered off-platform at a future date once it is unlocked?
Last updated: May 30, 2024
Yes! When a grant is archived, you will provide an Archive Date (which is typically an employee's termination date if you're archiving due to an employee's termination). Any vest amounts that have vested before that archived date can still be interacted with - you will still be able to track the vest event lock/unlock status, and you can mark it as distributed when applicable.
Note that locked vest events with future unlock dates that have already vested will be treated as an active vest event. Any event that vests after the intended archive date are considered archived events, and we intentionally prevent updates to those events since those amounts will have vested after the employee's departure date.
As an example, if you archive a token grant with a date of 12/10/2023, any events that vested before that date will still be vestable, unlockable, and can be marked as delivered when applicable. Even if the unlock date occurs after the archive date, any events that vest after that archive date will be marked as archived and are not able to be marked as distributed.
Here's a link to a demo that showcases how to handle future locked vest events for an archived token grant.
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