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Filing Section 16 - copying prior Form 4/Form 5 in New Section 16 Version to report a transaction

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  • Brandon Ehrecke

    Hi Vikki!

    Thank you for providing this feedback. This feature is not currently available in the new version of Section 16 but it is on the roadmap for future updates. I have submitted this as an idea ticket to our product team to see this feature can be prioritized and you will be updated any progress made. Let us know if you have any additional questions or feedback. Anyone passing by is encouraged to vote for or comment on this post as well. Thanks!

     

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  • Katherine Loudermilk

    Hi Vikki,

    I have been copying forms in the new NextGen Section 16.  Assuming this is what you are looking to do, I go to Forms > Archived Forms > there is a drop list next to each form on the list > select "copy" from the drop list next to the form you want to copy.  Hope this helps!

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