Filing to EDGAR

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 ...

The tools for editing EDGAR form data are very simple to use. The majority of EDGAR forms (which typically consist of item numbers, questions and instructions) cannot be edited. The editable areas on the form (data fields or fields) are typically de...

For EDGAR forms that belong to the same technical specification or family, you can change between EDGAR form types without creating a new submission. For example, you can change a Form 4 submission to a Form 5 submission (both being Section 16 forms...

If your EDGAR filing requires an exhibit attachment, you can add any file from your local computer or network or from your Virtual File Cloud (VFC) to your submission. Depending on the file type, you may be able to view or edit the file within the s...

You can create proofs of your EDGAR filing or of a single document in your filing using the Print PDF function. This function creates a PDF document from your filing or document. If you print a PDF proof of a submission or project file, all of the d...

Before you submit a filing to EDGAR, it is recommended that the Validate function is used to check the filing for errors. The SEC has specific guidelines for how documents should be formed and what sort of information they must include. LIVE filings...

Though the EDGAR forms that can be submitted via the software vary in size and scope, the process for submitting them all is the same. It is highly recommended that you perform a TEST filing prior to any LIVE filings. This will help ensure that your...

Though the EDGAR forms that can be submitted via the software vary in size and scope, the process for submitting them all is the same. It is highly recommended that you perform a TEST filing prior to any LIVE filings. This will help ensure that your...

After submitting a filing to EDGAR, you will want to check the status of the filing to see if the filing was accepted or suspended. Checking the status of a filing is simple but you should be aware that, depending on the volume of filings being proc...

EDGAR submissions are stored in project files. The project file contains the EDGAR form data and references to any files that have been attached to the submission. Project files must be created inside the software. Currently, you cannot create new p...