How to add additional documents to a project?
To gather all information related to a specific project in one place, there is an option to upload documents. On a project, click the three-dots menu (upper right-hand corner of the project). Select "Documents" and click "Add new document". See screenshot below.
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How to add multiple insiders to a project?
In Logwise, you may add multiple insiders in one go using pre-defined groups of insiders. On a specific project, click "ADD INSIDERS TO LIST" then select the relevant group or "create/manage groups" depending on if the relevant group has been created ...How to add insiders before they are assigned to an insider project?
If you want to add contacts to the system as a preparation before assigning them to an insider project, you simply go to the menu CONTACTS > MANAGE CONTACTS and then add the contacts. You can then add the contacts to an insider list from the ...How to close an insider project and notify the NCA?
To view the closing process for Advisors (sub insider lists), please click here When the decision has been made to close an insider project, click the status drop down button and select the "close project" menu item. You will be presented with two ...How to view permanent insiders on an event-based insider project?
If you have selected to use permanent insiders, you can view them on any event-based insider project through the expandable menu at the bottom of the screenGetting Started Guide for Administrators - Insider List Management
This guide will help you as a new administrator on Logwise to get started. You will learn how to create your Logwise account, create insider lists, add insiders and close insider lists. Feel free to contact us should you have any questions or need ...