Popular Articles

41.  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...

42. Editing EDGAR Form Data

    Last Updated: 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...

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

    Last Updated: 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...

44. Importing Part C 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. 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...

45. 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...

46. Changing a Submission's EDGAR Form Type

    Last Updated: 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...

47. 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...

48. What To Do When Your Password Expires

    Last Updated: 08/23/2018 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...

49. 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...

50. Launching the Software

    Last Updated: 11/07/2018 in EDGAR Filing to EDGAR
    You can launch the software using the quick launcher buttons that appear on your Dashboard. Your Dashboard can be customized to add icons for the software you require . When you add a software launcher to the Dashboard, the launcher will appear in ...

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