You can include images that clarify information in your financial report. This article describes the ways you can insert and modify images into documents and lists some of the SEC requirements for image files.
To embed an image into your financial report, you can insert it into the document that you’re working with, or you can add it to the Projects panel where you can store it until you’re ready to use it. Using either method, the image is incorporated into the project.
Place your cursor at the location where you want to add the image. On the Edit tab, click Insert then choose Image.
Select an image from your computer. If the file name does not meet the SEC requirements, an alert appears prompting you to accept a suggested alternative. Click to accept the name change or to keep the current name.
NOTE: If you do not accept the suggested name, you must manually rename the file later to comply with the SEC requirements, or the filing will be rejected by the SEC.
The image appears in the document, as well as in the Projects panel, indicating that it is available for use in other documents as well.
If a document contains images, and you use it in other projects in the future, those images are transferred to the new project along with the document.
Storing Images for Later and Reusing Images
You can upload an image to your Wdesk project for use at any time.
On the Documents tab in the Projects panel, click the Add Document button with the green plus sign on it. Select Upload.
Browse to and select the .jpg or .gif image that you want to use, and then click Open. For non-filing documents, .png is also an acceptable image type.
If the file name does not meet the SEC requirements, an alert appears, prompting you to accept a suggested alternative. Click to accept the name change or keep the current name. The image is added to the active folder in the project.
If you were prompted to rename the file but did not accept the suggested alternative, right-click the image now in the Projects panel, choose Rename, and name the file according to the SEC requirements.
When you are ready to use the image, click in the appropriate document location then drag the image from the Projects panel to the document.
If you want to replace an image that is already in this location, delete that image from the document first.
Any images you upload will automatically be added to an Images folder on the Documents tab of the Project panel. Drag the image you want to reuse from the folder into your document.
Select the image in the document and click the Resize Image button that appears.
In the Resize Image dialog box, do any of the following to resize the image:
Change the size to a percentage of the actual size.
Select Pixels from the drop-down list to give the image specific dimensions.
Clear the Scale Proportionately check box to change the height or width independently of the other. By default, this box is checked so that if you change either width or height, the other changes to keep the original proportions.
Click Reset Dimensions if you want to start over.
Removing Images from Projects
If you added an image to the project or a document but then decided you didn’t want to use it, you can remove it from the project.
On the Documents tab in the Projects panel, select the image file, and then click the Remove Document button.
SEC Image File Name and Type Requirements and Restrictions
The following lists describe some SEC restrictions and requirements for image files included with your EDGAR documents. For more comprehensive information, including recommendations for optimizing the image file size, see the latest version of the EDGAR Filer Manual.
File type and location requirements:
Images must be referenced locally.
Only .gif and .jpg file formats are supported. The EDGAR Filer Manual states, "EDGAR will suspend any submission that contains a non-GIF/JPG reference."
File Name Restrictions:
Image file names:
must not exceed 32 characters.
must use all lowercase.
must not include spaces.
must start with a letter (a-z).
may contain numbers (0–9).
may contain one each of the period (.) hyphen (-) or underscore (_) character.
For example, the following file name meets the SEC requirements: q3-image17.gif. The following file name does not:10Q_Q3_2012_image17.gif.