Save, email or export forms

You may need to print, email, or export a Section 16 form. You can save forms as PDFs, email to reviewers or export as an XML file.

Save a form as a PDF

You can save a form from a reporting owner's page or from the filing page.

OPTION 1

To save a form as a PDF from the reporting owner's page:

1. Go to the Filers tab. Click the name of the appropriate reporting owner.
2. From the Forms list under the selected reporting owner, click More to next to the form and choose Save PDF.
3. Choose the Paper Size and whether to Exclude Signatures.
4. The PDF will download. Save to a desired location on your computer.

OPTION 2

To save a form from the unfiled forms page:

1. Go to the Forms tab and then the Unfiled Forms sub-tab.
2. Click the More drop-down on the far right. Choose Save PDF.
3. From here the process is the same as Option 1 above.

Email a form

If you need to email a form to others for review, this can also be done from the individual reporting owner's page or from the Unfiled Forms page. 

To email a form:

1. Choose the More drop-down to the right of an unfiled form.
2. In the Email Form to Reviewers dialog box, add recipients and an optional message. Use the checkbox to choose whether to email recipients individually or as a group. Choose Send.
3. The form will be emailed to reviewers.

Export a form

Forms can be exported as an XML file from the individual reporting owner's page or from the Unfiled Forms page. 

To export a form:

1. On the Unfiled Forms page, choose Export from the More drop-down. 
2. The file will download and you can save to your computer or company network.

What's next

• File forms with the SEC
• Add filing notifications