Popular Articles

41. 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...

42. 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...

43. 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...

44. 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...

45. 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...

46.  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...

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. 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: ...

49. Submitting a LIVE 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...

50. Creating a Section 16 Filing

    Last Updated: 02/25/2019 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...

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