EDGARizing a PDF
Before uploading a PDF, choose to embed fonts when in the PDF. You may get errors if fonts are not embedded in the PDF.
After opening your project, expand the right-hand task panel and select the Documents tab. Click Add Document and select the PDF you’d like to upload. You may be prompted to change the document’s name to fit SEC conventions.
After your file appears in the Documents tab, right-click it and select EDGARize Presentation to begin EDGAR generation. Upon completion, a new folder with the same name as your document will be added. This folder contains the EDGARized JPG and HTM files created from your document—these files will need to remain together if filed, and the file type will need to be chosen in the filing wizard for the HTM files. If needed, you can save these files to your computer by right-clicking the folder and selecting Download.
To delete the files, simply select the folder containing the files and select the Remove Folder icon on the Projects toolbar.
- To generate EDGAR documents, see the article Filing Wizard - Generate EDGAR Documents.