Completing the Overview Tab
The Overview screen is a snapshot of the project’s progress and team members: Status Bar – The status bar will...
Company Users
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Completing the Company info tab
Click on the Company info tab at the top of the screen to see the required Company information cards (grey... -
Completing the Respondents tab
The Respondents page is where the list of executive officers, directors and 5% shareholders will be added. Only those Respondents... -
Completing the Respondent info tab
Once the Company info and Respondents tabs are all marked complete, the Respondent info tab will show a categorized list... -
Completing the Distribute & Collect tab
The Distribute & Collect page can be managed by either your Client admin team or Cooley team. This page is...
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