Combining EDGAR Documents

After you've created EDGARized documents in your Wdesk project, you can combine them into one, larger document. In the Projects panel, go to the Documents tab. Look for the folder Edgar Filing Documents.

Ordering Documents

When you combine documents, it's important to make sure the order is correct. If the order isn't what you'd like it to be, you can click on a document and drag it up or down until the documents are all listed in the correct order.

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Combining Documents

Once your documents are in order, right-click on the Edgar Filing Documents folder and select Combine Documents.

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The Combine EDGAR Documents box opens. It will list the order of the files being combined to make sure it is correct. It also gives you options to change the Combined Document Filename and Combined Document Title.

NOTE: Combined document filenames must end with a .htm extension, and cannot contain uppercase letters, spaces, or invalid characters (such as exclamation points or asterisks). The Combine EDGAR Documents box will not let you proceed if any of these conditions exist.

Click the Combine Documents button to continue.

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A progress bar appears as the documents are combined. Depending on how many documents you have, and the complexity of them, this may take several minutes.

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Viewing Documents

When the process has completed, you will see a new folder under the Documents tab of the Projects panel called Combined Edgar Filing Documents, along with your new document. Double-click the new document to view the combined documents, and a new browser window will open with a viewer that displays documents in EDGAR format.

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You can right-click the combined document to View, Download, or Rename it. If you select Properties, you can view information about the document and set permissions.

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