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How do I create a new filing?
To create a brand new filing, click “New Filing” in the bottom-left menu.
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You will then see a new window that will let you name your new filing, among other important details:
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Follow the following steps in order to successfully create a new filing:
- Name the filing you will be working in. Make sure that this filing name doesn’t have any commas, or else you will run into problems later.
- Click the “Choose File” button to select your EDGARized HTML or Word document for conversion
- Enter the company’s ticker symbol
- Enter the company’s CIK number
- Enter the company’s URL (Note: the SEC only accepts URLs without anything after the suffix, such as .com. For example, www.bcltechnologies.com/index/ would NOT work, while www.bcltechnologies.com would work.)
- Enter your company’s Fiscal Year End by clicking on the calendar picture and selecting the correct date
- Select the currency that your filing will be dealing with in the drop down menu.
- Click the “OK” button to begin the conversion.
You should now have a new filing containing the converted XBRL file.