Create a Project

 

1. Overview
2. Project Properties
3. Temp Project Location

 

 

 

1. Create Project
2. Open Project
3. Close Project
4. Save Project
5. Optimize Project

 

 

The first thing you need to do before you can start EDGARizing a document is to create a project. Once you do that, you will be able to add all the documents that are necessary to complete a filing project.

 

 

To start the project creation process, click Create Project from the following menu or toolbar, or use the keyboard shortcut:

 

• Drop Down Menu:

File > New Project

 

 

 

• Toolbar Menu:

 

 

 

• Workflow Window:

 

 

• Keyboard Shortcut:

CTRL+N

 

The following dialog box will appear:

 

 

1. Project Name

Choose a name for the project.

 

2. Add a document to this project

In this interface, you are able to add as many documents as you want. Simply click-and-hold the CTRL key and click the file(s) to add them into the project.

 

3. Cover Page

Cover page(s) are the first page or the first two pages of the primary document that has information relevant to the entity submitting the filing. Selecting this option allows SEC Publisher to convert the page(s) differently than the rest of the document. Let SEC Publisher know if the document contains cover page.

 

 

4. Select An Output Format

 

This option allows the document(s) to be converted to the specified type.

 

This option allows the document(s) to be automatically zoned, but allows you to specify what format the document(s) will be in at a later time.

 

This option allows the document(s) to be imported into the project, but leaves the zoning and conversion up to you (see ‘Creating Zones’ for more information).

 

This allows special documents to be added to a project without worrying about zoning or converting it, like a document created by the SEC’s N-SAR program for an N-SAR-A or N-SAR-B filing.

 

This adds a previously EDGARized HTML document to the project.

 

Press the ‘Continue’ button to start the process.

 

If the file name of the document that you include in a Project does not meet the SEC naming conventions, SEC Publisher may automatically recommend an alternative filename.

 

SEC Publisher automatically detects unknown character(s) in the document during initial conversion and recommends replacement character(s). You will be able to access this functionality under ‘Characters Substitution’ pop-up window.

 

(See ‘Preparing Your Documents for Conversion’ for more details.)

 

 

 

 

You can open a project any time. Click Open Project from the following menu or toolbar, or use the keyboard shortcut:

 

• Drop Down Menu:

File > Open Project…

 

 

• Toolbar Menu:

 

 

 

• Keyboard Shortcut:

CTRL+O

 

To open a Recently Used Project, go to the drop down menu and click on File. Recent projects will be listed towards the bottom of the drop down menu.

 

 

If you are currently working on a project while trying to create a new project or open an existing one, the following dialog box may appear:

 

 

1. Click ‘Yes’ to save the current project.
2. Click ‘No’ to discard the current project or the changes made to the current project.
3. Click ‘Cancel’ to continue working on the current project.
4. Check Make EDGARized files available to access all the EDGARized files and image files produced by SEC Publisher (see Make EDGARized Files Available for more details).

 

 

 

You can close a project any time. Click Close Project from the following menu:

 

• Drop Down Menu:

File > Close Project

 

 

 

The following dialog box will appear:

 

 

1. Click ‘Yes’ to save the current project.
2. Click ‘No’ to discard the current project.
3. Click ‘Cancel’ to continue working on the current project.
4. Check Make EDGARized files available to access all the EDGARized files and image files produced by SEC Publisher (see ‘Make EDGARized Files Available’ for more details).

 

To save a project, click Save Project from the following menu or toolbar, or use the keyboard shortcut:

 

• Drop Down Menu:

File > Save Project

 

 

 

• Toolbar Menu:

 

 

 

• Keyboard Shortcut:

CTRL+S

 

The project will be saved under a ‘.secpr’ file extension.

 

 

In order to access the EDGARized file(s) after closing the project, you will need to select the Make EDGARized files available option (see ‘Make EDGARized Files Available’ for more information).

 

To save a project under a different name, choose File > Save Project As.

 

                           

 

The following dialog box will appear:

 

 

1. Specify folder and enter file name.

 

2. Click ‘Save’ to save the current project.

 

3. Click ‘Cancel’ to continue working on the current project.

 

4. Check Make EDGARized files available to access all the EDGARized files and image files produced by SEC Publisher (see ‘Make EDGARized Files Available’ for more information).

 

 

 

‘Optimize Project’ cleans up (removes) temporary files that may have been left behind after a conversion.

 

 

 

 

The ‘Project Properties’ dialog indicates where all the project files are stored. By default, SEC Publisher stores the files in your local setting folder.

 

To access the Project Properties dialog from the drop down menu, go to File > Properties.

 

 

 

The following dialog box will appear:

 

 

 

 

If for any reason you cannot access the default location for the temporary file, you can change it to another location:

 

1. From the Drop Down Menu:

File > Properties then select Temp Project Location tab.

 

 

2. Select Specify a new project folder location. Click on the Browse button to specify where the temporary project files should be saved, and click ‘OK’.