Revision Tagging

 

SEC Publisher allows you to include revision tags automatically from red-lined documents. It can handle red-lined documents in Word and PDF formats.

 

When utilizing the ‘Optimized for MS Word’ option to generate EDGARized HTML, refer to the section ‘Setting Track Changes/Red-lining Options in MS Word’ before conversion. This will allow SEC Publisher to identify the revisions using the “Track Changes” structure of MS Word.

 

When utilizing the ‘All MS Office formats and PDFs’ option to generate EDGARized HTML, refer to the section, ‘Setting Revision Tagging Options in SEC Publisher’. This will allow you to define the revision markings used to identify the revisions.

 

 

 

The following needs to be set up in MS Word:

 

1. Open a blank document in MS Word. Close all other Word documents and MS Outlook prior to making the following changes.

 

2. MS Word Menu Bar > Tools > Options > Track Changes have to be set to:

Insertion:	Underline
Deletion:	Strikethrough
Use Balloons:	Never

 

Please see sample settings in Word below.

 

MS Word 2003 and earlier:
MS Word Menu Bar > Tools > Options > Track Changes tab

 

MS Word 2007 and later:
MS Word Menu Bar > Review > Track Changes button > Change Tracking Options…

 

3. Click ‘OK’ to close Options box.

 

4. Exit MS Word for the changes to be reflected correctly in MS Word.

 

5. Open document to be converted in MS Word, make changes as needed, and save the document.

 

6. Add the document to the project in SEC Publisher, using the ‘Optimized for MS Word’ option.

 

7. SEC Publisher will insert Revision Tags around each change, which is convenient for verifying the individual changes; however, before filing with the SEC, the Revision Tagging needs to be in the format required by the SEC (around each paragraph or table), which can easily be done using the ‘SEC Standard R Tags and Remove Existing Ones’ option in the HTML editor’s Insert Menu.

 

 

 

To set the Revision Tagging Options, choose Options > Revision Tagging...

 

 

The following window will appear:

 

 

1. Find Manually...
2. Auto-Detect Revision Marks
3. Delete
4. Option to select Vertical Bars
5. <R> Tagging Actions

 

 

 

SEC Publisher allows you to manually zone an area and identify revision tags.

 

When the ‘Find Manually…’ button is chosen, the following dialog box will appear:

 

 

If you are in the EDGAR HTML or EDGAR ASCII tab, then SEC Publisher will automatically switch to the Source tab.

 

Manually create a zone on the document to include revision marks such as caret, underline or strikethrough. SEC Publisher will automatically detect all the revision marks in this zone and list them with their associated colors in the ‘Select Colors’ interface.

 

You will have the option to exclude any of the revision marks by unselecting that entry. Press ‘Done’ to accept the selection or ‘Cancel’ to abort.

 

 

 

When the ‘Auto-Detect Revision Mark’ button is chosen, the following dialog box will appear after a short period of time:

 

 

SEC Publisher has automatically detected the Revision Marks, associated colors and which page(s) they appear throughout the document.

 

You will have the option to exclude any of the revision marks by unselecting that entry. Press ‘Done’ to accept the selection or ‘Cancel’ to abort.

 

 

 

Select the revision mark that you want to remove and click the ‘Delete’ button.

 

 

 

If the first option is selected, SEC Publisher will ignore the Revision Marks that do not have the specified Vertical Bars in the selected side of the margin.

 

 

 

 

If the second option is selected, the color of the Vertical Bars will be ignored.

 

 

 

 

 

Select this option to enable EDGAR HTML Output, EDGAR ASCII Output or both.

 

 

1. Enable for HTML Output

Select this option to enable Revision Tags for the EDGAR HTML Output.

 

This will produce a clean final document. Deletions and insertions will be accepted. Inside the code, the <R> tagging will be inserted.

 

This will produce a clean final document. Insertions will be accepted. Deletions will be hidden inside the code and will not show up in the browser. Inside the code, the <R> tagging will be inserted.

 

This will create an HTML file which will reproduce the original file including the redlining.

 

This will make the revision tag visible.

 

This will put consecutive paragraphs containing revisions inside the same <R> tag.

 

 

 

2. Enable for ASCII Output

Select this option to enable Revision Tagging for the EDGAR ASCII Output.