Can I load notification e-mails from a prior filing in the Next Gen Filing window? Or do I have to re-enter all of the contacts in every filing?
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New Filing Wizard Functionality?
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Has anyone been able to setup a filing package for another member of the team in the same workspace to file under the new filing platform?Under the old filing platform, within a project, under the filing tab I could setup a filing package, test fi...
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I am looking to file a Form SD tomorrow in the next generation documents yet I do not see in the pull down menu on the "Filing" tab on the home screen. Can anyone confirm whether this document is supported yet?
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Multiple Mass Grants
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Is there an ability to create multiple types of mass grants? For example, both option grants and RSU grants? Or do I need to choose one and then manually enter the other one for each reporting person?
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How do you file a Section 16 form in the WDesk platform as a manual file, but NOT have it submitted to the SEC?
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Note that we are filing a power point presentation, and its my understanding that I should upload it in PDF format onto wdesk. So not sure if I need to add the exhibit number before converting it into PDF.
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How do you delete a previous power of attorney used in Section 16 filings as a supporting document?
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How do I file Form 144?
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How do I file Form 144? I thought it would be through Section 16/Form 3 but it is not. Thanks!
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How do you delete stock options in wdesk that have expired without filing a form 4 with the SEC?
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I want to attach a POA but don't yet have the CIK code. It seems I need to input the CIK before I am able to advance. Has anyone been able to attach a form to a draft form without the CIK> Linda
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