Click on the tab at the top of the screen to see the required Company information cards. All of these cards need to be completed, before moving on to the Respondent info tab. Information from this tab will then feed into the Respondent info tab, once the list of respondents has been completed.
Note: More than one Client admin can work on separate cards at the same time.
Click on the card (grey block) to open the applicable page:
These pages can be completed by both Cooley staff and the Client admins.
Navigating the Company info pages
There are a number of ways you can navigate through the pages.
Navigation list – you can select the page in the navigation list on the left to move through the pages as required.
Navigation buttons – You can use the Back to or Proceed to buttons at the bottom of the page to move backwards and forwards through the other pages in sequence.
Card view – You can return to the Company info tab by clicking on the Back to all pages at the bottom of the page or click on the back arrow next to the page title in the upper left corner.
Marking pages complete
Once a page is complete, use the Mark complete button at the top of the page or the Mark this page complete box at the bottom of the page. The page will be marked as Complete, along with a checkmark alongside the page in the navigation pane. A checkmark will also appear on the card, on the Company info tab.
Note: The first four Company info pages have an impact on a few questions in the remaining pages. It is recommended that the following pages are completed in sequence before the other pages are visited:
1. Company Details
2. Parents & Subsidiaries
3. Dates
4. Equity Details
Answer Summary
You can use the View Answer Summary option in the top right hand corner of the Company info tab to view what has been answered and what is missing:
You will see Unknown for unanswered questions.
Note, there is a Download option available in the top right hand corner of the screen.
You can get back to the Company information tab by either click on the back arrow in the top left hand corner or click on Close answer summary in the top right hand corner of the screen.
Next step, completing the Respondents tab.