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1. Creating an 8-K Filing

   Created On: 10/04/2019 in EDGAR Filing to EDGAR Inline XBRL
   Using the software, you can create a project file for an 8-K or 8-K/A EDGAR submission. The project file contains the EDGAR Submission Information and also acts as the container for the primary document and any exhibits that must be attached to the ...

2. Adding Documents with Inline XBRL to a Project

   Created On: 10/04/2019 in EDGAR Filing to EDGAR Inline XBRL
   After tagging a document with XDX and using the Create iXBRL function to create a document with inline XBRL tagging, you are ready to add it to your submission project. If you used one of the Form Assistants to state your project, then the HTML docu...

3. Tagging Facts That Have No Corresponding Text Visible on the Cover Page

   Created On: 09/04/2019 in EDGAR Filing to EDGAR Inline XBRL
   There may be instances where you have fact data that you must disclose that does not have corresponding visible text on the cover page. This article covers different instances where fact data may not be visible. Keep in mind that almost all of the f...

4. Tagging Cover Page Facts

   Created On: 09/04/2019 in EDGAR Filing to EDGAR Inline XBRL
   There are a number of data points on the cover page of an 8-K that must be tagged in order to comply with the requirements listed in the EDGAR Filer Manual for submissions that contain Inline XBRL. Generally, when you use the XDX Setup Wizard to s...

5. What You Need To Know About Inline XBRL

   Created On: 09/04/2019 in EDGAR Filing to EDGAR Inline XBRL
   Inline XBRL combines XBRL financial information with an HTML document. Each XBRL fact is marked using a tag specific to Inline XBRL with information about the element, context, and other properties (such as precision) for the fact. The HTML document...

6. Setting the Taxonomy for a Document

   Created On: 09/04/2019 in EDGAR Filing to EDGAR Inline XBRL
   To create Inline XBRL, you must first set a taxonomy for your HTML document. This is accomplished through the XDX Setup Wizard. The XDX Setup Wizard sets namespace, taxonomy, and unit information for an HTML document and also can be used to perform...

7. Creating a filing using the Form 5 Assistant

   Created On: 02/25/2019 in EDGAR Filing to EDGAR Section 16
   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...

8. Creating a filing using the Form 4 Assistant

   Created On: 02/25/2019 in EDGAR Filing to EDGAR Section 16
   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...

9. Attaching an Ownership Document

   Created On: 02/25/2019 in EDGAR Filing to EDGAR Section 16
   Section 16 filings require ownership information in a structured data format called XML. For the ease of use, the software combines the ownership information with the EDGAR submission data. You can still add your own ownership document to the subm...

10. Creating a filing using the Form 3 Assistant

    Created On: 02/25/2019 in EDGAR Filing to EDGAR Section 16
    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...

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