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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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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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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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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 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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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 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 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: 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...