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Documentation Index

Fetch the complete documentation index at: https://help.rollups.com/llms.txt

Use this file to discover all available pages before exploring further.

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Scanner

Scanner helps your company monitor secondary market activity and decide when follow-up is needed.

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What Scanner is for

Companies often learn about secondary interest from many different places: investors, employees, marketplaces, brokers, emails, and internal conversations. Scanner gives your team a central place to review relevant activity and keep a record of how the company responded. Use Scanner when you want to:
  • See recent secondary market activity in one place.
  • Add activity your team learned about outside of automated monitoring.
  • Preserve evidence or context for a listing.
  • Decide whether the company needs to follow up.
  • Export Scanner activity for internal review.

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Reviewing activity

The Scanner page gives company admins a view of active secondary indications. Open an item to review the available context and decide whether any action is needed. Your team can use Scanner as a lightweight operating queue: review new activity, add context if helpful, and keep track of whether the company has responded.

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Add an offline indication

Use an offline indication when your team learns about activity outside of the normal monitoring workflow.
  1. Open ControlOS.
  2. Select Scanner.
  3. Open Actions.
  4. Select Add Offline Indications.
  5. Add the details your team has available.
  6. Select Add Indication.
The new indication appears in Scanner and can be reviewed alongside other activity.

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Request a scan

Use Request Scan when you want ControlOS to check secondary sources for your company.
  1. Open ControlOS.
  2. Select Scanner.
  3. Open Actions.
  4. Select Request Scan.
  5. Confirm your company website.
  6. Select Continue.
Scanner will show the request status while it is being processed.

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Upload evidence

Evidence helps your team preserve context for a listing or indication.
  1. Open Scanner.
  2. Open an indication.
  3. Go to Evidence.
  4. Upload a screenshot or supporting file.
This is useful when your team wants a record of where an indication appeared and what was visible at the time.

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Send a takedown request

If your team decides an indication should be removed from a source platform, Scanner can help prepare and send a takedown request.
  1. Open Scanner.
  2. Open the relevant indication.
  3. Select Send takedown request.
  4. Add recipients and any message details.
  5. Review the preview.
  6. Select Send Request.
Use this only after your team has confirmed that the request is appropriate.

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Best practices

  • Review new Scanner items regularly.
  • Add offline indications when activity comes in through email or another channel.
  • Upload screenshots when context matters.
  • Confirm details before sending takedown requests.
  • Keep the company point of contact current so follow-up reaches the right person.