In this video we will teach you how to import transactions into Table 1 and 2 for any Section 16 for...

Learn how to troubleshoot test filing errors using the line numbers on your SEC EDGAR filings. This article guides you through using Visual Studio or similar web design software to read XML files, locate errors in your Form 3, 4, or 5, and make necessary corrections for a successful submission....

Master how to track holdings and add holding rows to your Form 3, 4 or 5 filings. Discover the functionality of a holding row and how it represents securities ownership without a transaction. Learn about the convenience of saving and re-using holding rows for accuracy in future filings....

Learn how to efficiently add footnotes to your Form filings and store them for future use. Understand the process of creating footnotes, saving them in the Footnote Library, and applying them to the desired fields on your Form, enhancing the clarity of your reporting....

Master the reporting features for your filings and ownership data. Learn how to access and export detailed lists of individual transactions, utilize filters for specific date ranges, and extract reports in Excel and PDF formats for comprehensive auditing and analysis....

Learn how to manage your Form 345 subscription effectively. This guide will walk you through the steps to add or change your subscription, including the best practices for cancellation and renewal, and the refund policy, ensuring seamless transitions between different packages....

Discover how to add multiple group owners on a Form 3, 4, or 5. This guide shows you step-by-step how to enter multiple reporting persons in the Group Owners tab, facilitating comprehensive and accurate reporting in your filings with multiple stakeholders....

Learn how to add a relationship in Entity Management effectively. This guide shows you how to navigate the Entity Management tab, choose the desired entity, and add relationships for subject companies or reporting owners, ensuring the necessary connections are accounted for in your reporting....

Master how to update the filer's SEC address via Entity Management. Understand how to navigate the Entity Management tab, ensure accuracy of your Edgar codes, and effectively use the Update SEC Contact Info button to modify entity name and address directly on the SEC's EDGAR database....

Discover how to add a new Reporting Owner in Entity Management. Follow our step-by-step guide to navigate the Entity Management tab, fill in required fields, choose the appropriate entity type, and ensure accuracy in CIK and CCC details, helping you manage your entities efficiently...