You can attach supporting documents to your forms in Section 16 during the filing process. Learn how to use your supporting documents library and how to edit your supporting document list as needed.
Attach documents to forms
To attach supporting documents to forms:
- Go to the Filers tab. Choose the Reporting Owners sub-tab. Click on the name of a reporting owner.
- In the Forms section for the reporting owner, use the More drop-down menu and choose File Form.
- From the filing screen, open the More menu to the right of the form you'd like to attach documents to and select Edit Supporting Document List. If your supporting document has not been uploaded, you can also choose to upload it from this menu.
- Choosing Edit Supporting Document List will open a window listing all documents in your supporting document library. From this list, you can check the box next to any document's name to include it when filing the associated form. Once you've selected all the documents you'd like to include, click Save to return to the filing screen.
Filing screen display
If you are filing multiple forms, repeat this process as necessary until all forms have their proper supporting documents. Including supporting documents for one form will not include them in any other filing, even when filing multiple forms at once. The filing screen will display the number of attachments for each form.