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Update the Filing Submission Package

While using the SEC Filing Wizard, you may notice changes or corrections that need to be made before proceeding with your test or live filing.

To do this:

  1. In the CDM project, make the appropriate changes.
  2. Click on Filing Submission Package to re-generate a new submission package.
  3. Open the SEC Filing Wizard, by clicking File on the project or opening the filing record.
  4. On the Files page, you will be prompted:

    A newer version of the filing is available. Do you want to review?

  5. Click Load.

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