Updated Articles

31. Submitting a Notification For a Late Filing

    Last Updated: 02/21/2019 in EDGAR Filing to EDGAR 12b-25 Extensions
    To notify the SEC that you will be unable to meet a filing deadline, you must file a Form 12b-25. This form contains information about the registrant and the reason why the filing will be late. This article covers how to create the EDGAR submission ...

32. Editing EDGAR Form Data

    Last Updated: 02/20/2019 in EDGAR Filing to EDGAR
    The tools for editing EDGAR form data are very simple to use. The majority of EDGAR forms (which typically consist of item numbers, questions and instructions) cannot be edited. The editable areas on the form (data fields or fields) are typically de...

33. Editing an ATS-N Filing

    Last Updated: 02/20/2019 in EDGAR Filing to EDGAR Form ATS-N
    The ATS-N editing tools are very simple to use. The majority of the form (which consists of item numbers, questions and instructions) cannot be edited. The editable areas on the form (data fields or fields) are typically denoted by a black border. Y...

34. Importing an Information Table from a file

    Last Updated: 11/07/2018 in EDGAR Filing to EDGAR 13F Forms
    The 13F software contains a set of functions to import data from an external file into a Form 13F-HR submission. Most frequently, these tools will be used to import data into the information table of the 13F-HR submission. However, depending on the ...

35. Launching the Software

    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 ...

36. Changing a Submission's EDGAR Form Type

    Last Updated: 10/12/2018 in EDGAR Filing to EDGAR
    For EDGAR forms that belong to the same technical specification or family, you can change between EDGAR form types without creating a new submission. For example, you can change a Form 4 submission to a Form 5 submission (both being Section 16 forms...

37. Setting Default Submission Information

    Last Updated: 10/12/2018 in EDGAR EDGAR Settings
    Within the Preferences on the portal, you can set default submission information. The default submission information is automatically added to the Filer Information and Notifications pages of your submission or project whenever you create a new proj...

38. Adding Software To Your Dashboard

    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...

39. Removing Software From Your Dashboard

    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...

40. Creating the Document for a 12b-25 Extension

    Last Updated: 10/11/2018 in EDGAR Filing to EDGAR 12b-25 Extensions
    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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