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Account Management
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Glossary
Account Management
Recovering Your User ID
Resetting Your Password
What To Do When Your Password Expires
What To Do If Your Account Is Locked
EDGAR
EDGAR Settings
Hiding Sensitive Information
Showing Sensitive Information
Setting Default Submission Information
Filing to EDGAR
12b-25 Extensions
What is a 12b-25 extension?
Creating a filing using the 12b-25 Extension Assistant
Creating the Document for a 12b-25 Extension
Submitting a Notification For a Late Filing
13F Forms
Creating a 13F Filing
Creating a filing using the Form 13F-HR Assistant
Creating a filing using the Form 13F-NT Assistant
Importing an Information Table from a file
Form ATS-N
Creating an ATS-N Filing
Creating a filing using the Form ATS-N Assistant
Editing an ATS-N Filing
Form D
Form N-MFP2
Creating an N-MFP2 Filing
Creating a filing using the Form N-MFP2 Assistant
Importing Part B from a file
Importing Part C from a file
Inline XBRL
What You Need To Know About Inline XBRL
Creating an 8-K Filing
Setting the Taxonomy for a Document
Tagging Cover Page Facts
Tagging Facts That Have No Corresponding Text Visible on the Cover Page
Adding Documents with Inline XBRL to a Project
Section 16
Creating a Section 16 Filing
Creating a Section 16 Amendment Filing
Creating a filing using the Form 3 Assistant
Creating a filing using the Form 4 Assistant
Creating a filing using the Form 5 Assistant
Attaching an Ownership Document
Transfer Agent Forms
Launching the Software
Editing EDGAR Form Data
Changing a Submission's EDGAR Form Type
Attaching an Exhibit to Your Filing
Creating a Proof
Validating Your Filing
Submitting a TEST Filing
Submitting a LIVE Filing
Checking EDGAR Filing Status
Creating a New Project
Supported EDGAR Forms
Billing
Pay As You Go
What Is Pay As You Go?
Per-Filing Costs By EDGAR Form Type
Pre-Pay
What Are Filing Credits?
Filing Credit Costs By EDGAR Form Type
Unlimited Subscription
What Is An Unlimited Subscription?
Adding a Credit Card
Printing an Invoice
Setting Your Payment Plan
Libraries
Reporting Owner
Adding a New Reporting Owner
Importing Using the Reporting Owner Library Keywords
Section 16 Footnotes
Adding a New Section 16 Footnote
CIK
Adding a New CIK
Importing Data Into the CIK Library
Importing Using the CIK Library Keywords
Software Installation
Troubleshooting
Interpreting Launcher error codes
Troubleshoot: The software doesn't open
Troubleshoot: The software gives an error about missing files
Troubleshoot: "Unsupported application..." Error
Locating the Software Installation Directory
General Support
Supported Browsers
Choosing the Software For Your Submission Type
Adding Software To Your Dashboard
Removing Software From Your Dashboard
Glossary
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