Generate Filing Documents

The Filing Wizard generates HTML and XBRLExtensible Business Reporting Language (XBRL) is an XML-based standard for defining and exchanging business and financial performance information. files after the Add Files step. The status is shown on the progress bar. These files are created in a folder on your desktop called "CertentDMFilingWizard", in a subfolder titled with the selected prefix and time stamp (ticker- YYYYMMDDHHMMSS). Do not modify these files.

  • In the Filing Wizard window, click the hyperlinked name of each .htm file to review the HTML output
  • Verify that the files include .htm files for every report and exhibit, image files for all appropriate images, and the correct set of XBRL files
  • Click Next to begin test filing

Verify Filing Package

The Filing Wizard creates a package of files that are required to submit a filing package with the SEC, including five to seven XBRL files, the EDGARized source document, exhibits, and image files.

The naming convention is “ticker symbol-YYYYMMDDxFileType.file extension”. As an example, below are the files created for a 10-Q with one exhibit and an image, using the ticker symbol "cert."

Source Document:

  • cert-20160930x10q.htm: HTML for the 10-Q, created from the DM Word report

Supporting Documents:

  • cert-2016930xex31.htm: HTML for Exhibit 31; other exhibits follow a similar file format
  • cert-20160930gg001.jpg: The file for each image used in the DM Word reports is shown as a separate .jpg or .gif file

XBRL Documents:

 

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Next: Test and Live Filing