New Articles

  1. Editing an ATS-N Filing

    The ATS-N editing tools are very simple to use. The majority of the form (which consists of item numbers, questions and instructions) cannot be edited. The editable areas on the form (data fields or fields) are typically denoted by a black border. Y...
  2. Creating an ATS-N Filing

    Using the software, you can create a Form ATS-N submission file for the following ATS-N forms: ATS-N, ATS-N/CA, ATS-N/MA, ATS-N/OFA, ATS-N/UA, ATS-N-C, and ATS-N-W. All of these forms can be created using the Form ATS-N software. To create a new fi...
  3. Creating a filing using the Form ATS-N Assistant

    The Form Assistants are useful tools that guide you through the process of creating a particular EDGAR form. When you add a software launcher to your Dashboard, any Form Assistants that are available for that software will also have buttons added to...
  4. Importing an Information Table from a file

    The 13F software contains a set of functions to import data from an external file into a Form 13F-HR submission. Most frequently, these tools will be used to import data into the information table of the 13F-HR submission. However, depending on the ...
  5. Creating a filing using the Form 13F-NT Assistant

    The Form Assistants are useful tools that guide you through the process of creating a particular EDGAR form. When you add a software launcher to your Dashboard, any Form Assistants that are available for that software will also have buttons added to...
  6. Creating a filing using the Form 13F-HR Assistant

    The Form Assistants are useful tools that guide you through the process of creating a particular EDGAR form. When you add a software launcher to your Dashboard, any Form Assistants that are available for that software will also have buttons added to...
  7. Creating a 13F Filing

    Using the software, you can create the 13F information table required for a 13F filing and the submission data for the 13F-HR or 13F-NT EDGAR form as one document. By presenting both the form data and the information table in one place, it will be e...
  8. Launching the Software

    You can launch the software using the quick launcher buttons that appear on your Dashboard. Your Dashboard can be customized to add icons for the software you require . When you add a software launcher to the Dashboard, the launcher will appear in ...
  9. Removing Software From Your Dashboard

    When you create an account on the portal, you can optionally set which EDGAR form types you file. Doing so will add the appropriate software launcher(s) to your Dashboard. Different form families use different software to file, so you may wish to ad...
  10. Adding Software To Your Dashboard

    When you create an account on the portal, you can optionally set which EDGAR form types you file. Doing so will add the appropriate software launcher(s) to your Dashboard. Different form families use different software to file, so you may wish to ad...
The information contained in this knowledge base is provided for informational purposes only and not for the purpose of providing legal advice.