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11. Creating a New Project

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

12. What To Do If Your Account Is Locked

    Created On: 02/25/2019 in Account Management
    An account becomes locked when there are outstanding charges against the account. This can occur if you perform a filing and the credit card on file has expired or otherwise become invalid. If your account is locked, you will not be able to use the...

13. Importing Part B from a file

    Created On: 02/22/2019 in EDGAR Filing to EDGAR Form N-MFP2
    The N-MFP2 software contains a set of functions to import data from an external file into a Form N-MFP2 submission. These tools can be used to import data into Part B of the N-MFP2 submission. The following file formats can be imported into the info...

14. Importing Part C from a file

    Created On: 02/22/2019 in EDGAR Filing to EDGAR Form N-MFP2
    The N-MFP2 software contains a set of functions to import data from an external file into a Form N-MFP2 submission. Most frequently, these tools will be used to import data into Part C of the N-MFP2 submission. However, depending on the source of th...

15. Creating a filing using the Form N-MFP2 Assistant

    Created On: 02/22/2019 in EDGAR Filing to EDGAR Form N-MFP2
    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...

16. Creating an N-MFP2 Filing

    Created On: 02/22/2019 in EDGAR Filing to EDGAR Form N-MFP2
    Using the software, you can create a Form N-MFP2 or Form N-MFP2/A submission file using . To create a new filing for a N-MFP2 submission: Add the software launcher to your Dashboard , if you have not already done so. Software can also be accesse...

17. Submitting a LIVE Filing

    Created On: 02/21/2019 in EDGAR Filing to EDGAR
    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...

18. Submitting a TEST Filing

    Created On: 02/21/2019 in EDGAR Filing to EDGAR
    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...

19. Creating a filing using the 12b-25 Extension Assistant

    Created On: 02/21/2019 in EDGAR Filing to EDGAR 12b-25 Extensions
    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...

20. Editing EDGAR Form Data

    Created On: 02/20/2019 in EDGAR Filing to EDGAR
    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...

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