Popular Articles

  1. Creating an N-MFP2 Filing

    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...
  2. Importing Part C from a file

    The N-MFP2 software contains a set of functions to import data from an external file into a Form N-MFP2 submission. Most frequently, these tools will be used to import data into Part C of the N-MFP2 submission. However, depending on the source of th...
  3. What To Do When Your Password Expires

    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...
  4. Tagging Facts That Have No Corresponding Text Visible on the Cover Page

    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...
  5. Adding Documents with Inline XBRL to a Project

    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...
  6. Adding Software To Your Dashboard

    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...
  7. What You Need To Know About Inline XBRL

    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...
  8. Launching the Software

    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 ...
  9. Creating a New Project

    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...
  10. Creating an 8-K Filing

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