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?
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...
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?
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?
How do you file a Section 16 form in the WDesk platform as a manual file, but NOT have it submitted to the SEC?
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.
How do I file Form 144? I thought it would be through Section 16/Form 3 but it is not. Thanks!
How do you delete stock options in wdesk that have expired without filing a form 4 with the SEC?
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