Libraries in Section 16 provide storage for all other documents necessary for filing. This includes footnotes, securities, signatures, and issuers. You can add, remove, and edit any item. All of your documents are linked and will update based on your changes.
Add an item to a library
Whether you need to add an issuer, footnote, security, or signature, you can follow the same process to add any new item.
To create an item:
- From the Libraries tab, click the type of item you want to add in order to view the library for that item, e.g. Issuers to view issuers, Signatures to view signatures, etc.
- Click Create to open the creation dialog.
- Enter item details, then click Add to create the new item.
After creating any item, you can edit or delete the item details by choosing the appropriate option from the menu to the right of the item name. These instructions hold true for issuers, footnotes, securities, and signatures.