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31. Choosing the Software For Your Submission Type

    Created On: 10/12/2018 in General Support
    There are a number of different software launchers available from the portal. While the operation of each of the launchers is identical, the EDGAR forms available for filing from each software application varies. This is to help filers choose softwa...

32. Setting Default Submission Information

    Created On: 10/12/2018 in EDGAR EDGAR Settings
    Within the Preferences on the portal, you can set default submission information. The default submission information is automatically added to the Filer Information and Notifications pages of your submission or project whenever you create a new proj...

33. Changing a Submission's EDGAR Form Type

    Created On: 10/12/2018 in EDGAR Filing to EDGAR
    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...

34. Creating a Section 16 Amendment Filing

    Created On: 10/12/2018 in EDGAR Filing to EDGAR Section 16
    You don't need to create a whole new filing to submit an amendment of your Form 3, Form 4 or Form 5. The software allows you to easily change the form type of a filing from a standard filing to an amendment filing. To create an amendment filing: ...

35. Creating a Section 16 Filing

    Created On: 10/11/2018 in EDGAR Filing to EDGAR Section 16
    Using the software, you can create the ownership document required for a Section 16 filing and the submission data for the EDGAR form as one document. By presenting both the form data and the ownership data in one place, it will be easier to track a...

36. Submitting a Notification For a Late Filing

    Created On: 10/11/2018 in EDGAR Filing to EDGAR 12b-25 Extensions
    To notify the SEC that you will be unable to meet a filing deadline, you must file a Form 12b-25. This form contains information about the registrant and the reason why the filing will be late. This article covers how to create the EDGAR submission ...

37. What is a 12b-25 extension?

    Created On: 10/11/2018 in EDGAR Filing to EDGAR 12b-25 Extensions
    A 12b-25 extension is a filing that contains a notification of a late filing to the SEC. It is a filing required for companies that will not be able to submit certain periodic filings by the SEC deadline or in a timely manner. The notification of a ...

38. Creating the Document for a 12b-25 Extension

    Created On: 10/11/2018 in EDGAR Filing to EDGAR 12b-25 Extensions
    The document for a 12b-25 extension is an HTML file with specific information on it that is mandated by the SEC. Because the information required in the document is specific, we have provided our customers with a special template to use to create th...

39. What To Do When Your Password Expires

    Created On: 08/17/2018 in Account Management
    Passwords will need to be changed at least once every year. If you do not change your password on your own, your password will expire one year from the day you first began using it. When your password expires, you can still log in as normal. However...

40. Creating a Proof

    Created On: 04/07/2017 in EDGAR Filing to EDGAR
    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...

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