Classic file types are no longer available for use as of January 2021. You can transition your classic files or download a PDF. Learn More

Next Generation Documents - Form SD Supported Yet?

Completed
Request Demo
I am looking to file a Form SD tomorrow in the next generation documents yet I do not see in the pull down menu on the "Filing" tab on the home screen.  Can anyone confirm whether this document is supported yet? 


0

Comments

2 comments

Date Votes
  • Official comment
    Mike
    • Edited

    Great news, Peter! I a recent release to Wdesk has now made Form SD available in next generation. Should you have any questions, just let me know. Thanks as always for your continued patience and have a happy Friday!

  • Mike
    Hi Peter,

    Currently Form SD is not available to be filed using the next generation Filing manager. However, the Form SD can be crafted and generated in next generation, and then added to a classic filing. Here's the steps to do so:
    1. Create a next generation filing. This can be any type as  you just need a place to generate the EDGAR file(s);
    2. Add your Source Documents to the next generation filing project in the Collect step;
    3. Create a new classic Form SD project;
    4. In the project panel, go to Add Documents and then Add Existing. Then, go to the File Explorer and add the generated HTML file(s) associated with your Form SD document (make sure to include any images as well);
    5. Skip Step 1 of the classic filing wizard as you will not need to generate EDGAR docs and continue with Step 2.
    From there, the rest of the filing is as you would expect for a Form SD. Its important to note that since the EDGARized of your Form SD doesn't reference a live document in Wdesk, if you or another user changes the next generation Form SD doc, you will need to re-EDGARize and go through this process again.

    Hope this helps. Do let me know if you have any questions on the above steps, or need anything else. Thanks as always and happy filing in the meantime!
    0

Please sign in to leave a comment.