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