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Last Updated: 03/15/2016
in Billing Unlimited Subscription The Unlimited Subscription payment method is the most economical choice if you perform numerous filings. An Unlimited Subscription will provide you with the ability to submit as many LIVE filings as you need for the duration of the subscription. You...
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Last Updated: 03/02/2016
in Software Installation The software will be installed in your Windows user area to ensure that you will always have the appropriate Windows permission level to use the software. To check your installation, you may be interested in locating the software installation direct...
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Last Updated: 09/13/2016
in Libraries CIK New CIK or filer entries can be added to the library using the Add CIK button.
To Add a CIK:
Click on the Add CIK button located in the top right corner of the CIK Library page, as shown below:
The Edit C...
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Last Updated: 10/04/2019
in EDGAR Filing to EDGAR 13F Forms 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...
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Last Updated: 09/30/2019
in EDGAR The table below contains an alphabetical list of all the EDGAR form types that can be filed using the software. Submission of EDGAR forms is safe and secure. If you do not see the EDGAR form you want to file in the list below, contact the team. Dev...
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Last Updated: 10/06/2016
in Billing Depending on the payment method you select, you may be required to provide credit card information prior to using any billable functions within the software. Billable functions include, but may not be limited to, submitting LIVE filings to EDGAR.
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Last Updated: 03/24/2017
in Libraries Section 16 Footnotes New footnote entries for use in Section 16 ownership documents can be added to the library using the Add Footnote button. To Add a Footnote: Click on the Add Footnote button located in the top right corner of the Section 16 Footnote Libra...
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Last Updated: 10/11/2018
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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Last Updated: 09/13/2016
in Libraries Reporting Owner When importing a data file into the Reporting Owner Library, you must include a header row in the file that contains specific keywords used by the import process to determine the content of each column. The table below contains all of the keywords y...
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Last Updated: 02/25/2019
in EDGAR Filing to EDGAR 13F Forms 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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The information contained in this knowledge base is provided for informational purposes only and not for the purpose of providing legal advice.