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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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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...
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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...
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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...
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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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There may be instances where you have fact data that you must disclose that does not have corresponding visible text on the cover page. This article covers different instances where fact data may not be visible. Keep in mind that almost all of the f...
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Last Updated: 10/12/2018
in General Support When you create an account on the portal, you can optionally set which EDGAR form types you file. Doing so will add the appropriate software launcher(s) to your Dashboard. Different form families use different software to file, so you may wish to ad...
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Last Updated: 02/25/2019
in EDGAR Filing to EDGAR EDGAR submissions are stored in project files. The project file contains the EDGAR form data and references to any files that have been attached to the submission. Project files must be created inside the software. Currently, you cannot create new p...
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Using the software, you can create a project file for an 8-K or 8-K/A EDGAR submission. The project file contains the EDGAR Submission Information and also acts as the container for the primary document and any exhibits that must be attached to the ...
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Inline XBRL combines XBRL financial information with an HTML document. Each XBRL fact is marked using a tag specific to Inline XBRL with information about the element, context, and other properties (such as precision) for the fact. The HTML document...
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