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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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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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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...
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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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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...
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Last Updated: 02/25/2019
in EDGAR Filing to EDGAR Section 16 Section 16 filings require ownership information in a structured data format called XML. For the ease of use, the software combines the ownership information with the EDGAR submission data.
You can still add your own ownership document to the subm...
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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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Last Updated: 02/25/2019
in EDGAR Filing to EDGAR Form ATS-N Using the software, you can create a Form ATS-N submission file for the following ATS-N forms: ATS-N, ATS-N/CA, ATS-N/MA, ATS-N/OFA, ATS-N/UA, ATS-N-C, and ATS-N-W. All of these forms can be created using the Form ATS-N software. To create a new fi...
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Last Updated: 02/25/2019
in Account Management An account becomes locked when there are outstanding charges against the account. This can occur if you perform a filing and the credit card on file has expired or otherwise become invalid. If your account is locked, you will not be able to use the...