Learn how to add a new Subject Company in Entity Management. Walk through the process of filling in essential fields, selecting the correct entity type, inputting the CIK, IRS Number, and Ticker Symbol, and finalizing the addition. Streamline your entity management for efficient reporting....

Learn how to add exhibits like Power of Attorney to your Form 3, 4, or 5. Discover the process of navigating the Add Exhibits tab, selecting the correct .htm exhibit file, assigning the appropriate exhibit number, and entering descriptions for effective, compliant filings....

Discover how to create an exhibit for an SEC filing from a Word document, such as a Power of Attorney. Learn to save your document as a .htm file and upload it to your filing on form345.com, providing a seamless transition from Word to successful SEC exhibit filing....

In this video, we will teach you how to prepare, proof and submit an amendment to Form 3, 4 or 5.&nb...

Learn all the steps to create, proof, and submit a Form 5 to the SEC. Understand how to manage every tab from Form Setup to Submission, add footnotes and exhibits, manage reporting owner relationships, and check filing statuses. Understand how to remedy filing errors and secure a successful submission....

Discover how to use a previously filed and saved Form 4 to generate a new filing. Learn to navigate the Form Management tab to load and edit previous forms, simplifying the filing process for recurrent scenarios and enhancing efficiency in your filings....

Learn how to prepare, proof, and submit an SEC Form 4 Instructions with our detailed video tutorial. We'll guide you through each step, from the Form Management tab creation to the submission process. Understand how to handle transactions, footnotes, signature entries, exhibits, and filing confirmations. Our tutorial also provides insights on troubleshooting potential test filing errors, ensuring a seamless live filing experience....

Learn how to prepare, proof, and submit a Form 3 to the SEC. From form setup, populating tables, adding footnotes and exhibits, to checking filing status, gain a comprehensive understanding of the filing process. Understand how to test file and troubleshoot errors for a successful submission....

Understand how to add a Reporting Owner to the Entity Management Library and establish a relationship for future filings. Through our step-by-step guide, learn to navigate the Entity Management tab, enter necessary credentials, associate a Subject Company, and add an effective relationship....

Learn how to seamlessly add a new Subject Company to Entity Management. Follow our guide to navigate the Entity Management tab, fill in required fields, and confirm successful additions, ensuring comprehensive and accurate entity tracking....