General
Open list in fullscreen
To open a list in fullscreen mode go to the project menu and click the Fullscreen option. This opens a page with only the current list displayed. This can be useful if you want a more focused view or want to share a link to the list. Link sharing ...
How to notify insiders about obligation to maintain a sub-insider list
The guide shows you how to how to notify insiders about obligations to maintain a sub-insider list after they have been added to a list. 1. Click the 3-dots menu to the right of the insider´s name. Select Edit 2. Click the 3-dots menu and select ...
How to view emails sent to an insider
The guide shows you how to view emails sent to an insider 1. Click the 3-dots menu to the right of the insider´s name. Select mails 2. See an overview of the emails sent. Client the the email you want to review. 3. See the email in full. If you want ...
How to send email to an insider using templates
The guide shows you how to send emails to an insider using templates This is for situations where you want to communicate with an individual insiders in addition to the automatic email notifications generated by the system. 1. Click the 3-dots menu ...
How to confirm obligations on behalf of an insider
The guide shows you how to confirm obligations on behalf of an insider. 1. Click the 3-dots menu to the right of the insider´s name and select edit 2. In the pop-up window, click the 3-dots menu at the top right corner and select confirm on behalf of ...
How to resend an Email
How to Resend an Email Occasionally, there may be instances when you need to resend an email that has already been sent. This can happen for various reasons, such as when the recipient didn't receive the initial email or if you need to provide a ...
How do notifications to permanent insiders work
When creating a new insider list the permanent insiders will not be included on the event based insider list. Instead these individuals are listed separately on the permanent insider list. This is the way the Market Abuse Regulation specifies that ...
How to remove an insider from a list
This guide describes how you remove an insider from a list. A typical scenario is when an insider is added by mistake. 1. Click on "Edit" to the right of the insider you want to remove 2. Proceed to next step by clicking the red button "Remove ...
Adding insiders to a list - simplified workflow
Adding insiders to a list has been simplified. There is now only 2 tabs - one for the insiders on the list and one for adding insiders. Administrators can now pick insiders from larger groups and add insider reasons with ease. 1. Add multiple ...
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 ...
How to document a decision to delay disclosure of inside information?
According to MAR, issuers need to document the decision to delay disclosure of inside information and be able to provide such information to the national competent authority upon request. The purpose is to ensure that all three criteria defined in ...
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 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 ...
Getting 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 ...
How does the task manager in Logwise work?
To make sure all outstanding tasks have been completed, insiders and PDMRs get a notification at the top right hand corner. The notification indicates the number of outstanding tasks to complete. Insiders can click on the notification to get more ...
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 can I see if insiders have fulfilled their obligations?
Scroll over the colored ring (traffic light) next to each insider to see if notification email has been received and if insider has confirmed their obligations. A green ring with a white tick indicates that an insider has completed his or her ...
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 screen
Notify insider of responsibility to maintain a subsidiary list (sub-list)
To notify an insider of being responsible for independently maintaining a subsidiary list (sublist) go to "Add new insider" and check the box on the right hand side of the page. In the email notification being sent to the insider, there will be an ...
Insiders´ workflow in Logwise
If you are a Person Discharging Managerial Responsibilities (PDMR) you will also receive reminders related to your status as PDMR which require your attention too. These emails are separate from the emails related to your status as an Insider and ...