Before Filing

Have a great Form N-1A filing
Intro to Filing
Supported form and document types
Have a great filing
Have a great ESEF submission
Prepare for the unexpected
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Create Filing

File a Form 13F
Start a filing
Collect and label filing documents
EDGARize PDFs
Enter form information
File with offerings
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Review Filing

Review your filing
Manage filing health

Submit Filing

Test file
Live file
Download filing documents
File with Business Wire
Submit to Broadridge
Use R-Tags
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