Popular Articles

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

    Last Updated: 02/25/2019 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...

42.  Setting the Taxonomy for a Document

    Last Updated: 09/30/2019 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...

43. Editing an ATS-N Filing

    Last Updated: 02/20/2019 in EDGAR Filing to EDGAR Form ATS-N
    The ATS-N editing tools are very simple to use. The majority of the form (which consists of item numbers, questions and instructions) cannot be edited. The editable areas on the form (data fields or fields) are typically denoted by a black border. Y...

44. Creating a filing using the Form ATS-N Assistant

    Last Updated: 02/25/2019 in EDGAR Filing to EDGAR Form ATS-N
    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...

45. Submitting a TEST Filing

    Last Updated: 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...

46. Importing Part B from a file

    Last Updated: 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...

47. Creating a filing using the Form 13F-HR Assistant

    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...

48. Adding Documents with Inline XBRL to a Project

    Last Updated: 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...

49. Creating an N-MFP2 Filing

    Last Updated: 02/25/2019 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...

50. Creating a Section 16 Amendment Filing

    Last Updated: 02/25/2019 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: ...

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