Filing - Notifications
VoltooidWill NextGen's Filing process ever support a feature in the Notification email portion where an email list can be loaded from a previous filing? I realize there are not "projects" anymore, but there are previous filings.
We generally have a long list of people who like to be notified of the SEC filings, and currently we have to type them in for every filing one-by-one, which is time consuming.
A feature here similar to Classic where email lists can be loaded from prior filings (vs. projects) would be greatly appreciated.
Thanks!
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Hi Bryce! We do hope to release this feature soon, however, we do not have an ETA at this time. I would recommend reaching out to your CSM so you can stay updated on timing.
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Bumping this as it is 4 years old. Any updates on allowing an import or repeat (autofill) feature for adding notification emails or saving a set across filings?
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Hello Pamela Anderson,
I do have an update for you!
There are two ways users can be notified via email for Filings
- You can set default settings in the Workspace level in Workspace Settings > Filing Defaults > Default SEC Contact emails
- You can also add/modify from the Filing package itself
I believe the first option is what you're looking for as it's an "autofill"! So, you'll need to go to your "Workspace Settings" and select the "Filing" tab. Once you're in the "Filing" tab, select "Filing Defaults" and populate the field "Default SEC Contact Emails" with your desired email list.
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I do not have settings in our workspace--perhaps a permissions issue. Nevertheless, I only want to be able to create a pre-set list of notifications in the Section16 module for those filings--not SEC filings overall--which seems to be what the above is recommending.
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