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Preview EDGAR HTML

In CDM, you can view the EDGAR HTML output before you generate EDGAR HTML. You can preview all Excel and Word objects.

You can use CDM to preview each Word and Excel object to make sure that the report has an acceptable format before you generate EDGAR HTML for the SEC.

To preview EDGAR HTML:

  1. Open the report that you want to work with.
  2. From the report tree on the left, open the Excel or Word object.
  3. In the Report Object tab on the ribbon, click Preview EDGAR.
  4. To make changes, click Check out, and make the required changes.
  5. Click Save
  6. Click Check In.

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