Popular Articles

  1. Creating a Section 16 Filing

    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...
  2. Editing EDGAR Form Data

    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...
  3. Importing Part C from a file

    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...
  4. Editing an ATS-N Filing

    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...
  5. What To Do When Your Password Expires

    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...
  6. Importing Part B from a file

    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...
  7. Launching the Software

    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 ...
  8.  Setting the Taxonomy for a Document

    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...
  9. Changing a Submission's EDGAR Form Type

    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...
  10. Submitting a LIVE Filing

    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...
The information contained in this knowledge base is provided for informational purposes only and not for the purpose of providing legal advice.