Monitoring

8 practical guides

• Create a watchlist and add companies

  Keep a client or supplier list together, then choose how you want to receive updates.

  Monitoring

• Import companies from a file or pasted list

  Bring a CSV, Excel file or spreadsheet column into a watchlist and review every match before adding.

  Monitoring

• Follow people in a watchlist

  Follow directors and officers and choose alerts for recorded appointments, resignations and disqualifications.

  Monitoring

• Alerts: triggers, channels and delivery schedules

  Choose which recorded changes you receive, where they arrive and how often email is sent.

  Monitoring

• Filing deadlines, reminders and your calendar

  Track accounts and confirmation statements, set reminder stages and subscribe with a private calendar link.

  Monitoring

• Change history and recording gaps

  Understand recorded changes, the dates shown and why part of a company’s history may be missing.

  Monitoring

• Use the Notifications inbox and check email delivery

  Find the exact updates behind an email, manage your own read status and investigate delivery problems.

  Monitoring

• Manage monitoring allowances and paused companies

  Understand what counts, choose which companies to monitor and see what a lower allowance changes.

  Monitoring