Before Filing

Intro to Filing
Supported form and document types
Have a great filing
Checklist for ESEF submission
Have a great Form N-1A filing
Hyperlinking the exhibit index
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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

Flatten a PDF for live filing
Review your filing
Manage filing health

Submit Filing

Workiva Backup Filing Procedure
How to Generate a “File with Workiva” Code
File a Form 24F-2NT
Test file
Live file
Download filing documents
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