Updated Articles

  1. What do I do if my footnote/remarks are too long for Section 16?

    Section 16 filings limit the amount of data that can be included as a footnote or in the Remarks section of the ownership document. Each footnote can contain a maximum of 1,000 characters. The Remarks area can only contain 2,000 characters. In a...
  2. How do I add new default templates to the Project Wizard?

    GoFiler uses default templates based on the form type selected in the Project Wizard . GoFiler contains three default templates (for Forms 3, 4 and 5) that can be used as examples when creating your own templates. To add additional templates for ot...
  3. Why didn't the Project Wizard pickup my template?

    The most likely cause of this problem is that the default template location is incorrect. This location is set the first time GoFiler is run on a workstation. If the location of GoFiler has changed since then or if you have created your templates in...
  4. How do I change the default templates directory for the Project Wizard?

    The default templates directory is set to be the Templates folder in the application directory when the application is first run. You can set the template directory to a network location to ensure that all your workstations use the same templates. P...
  5. How does GoFiler transmit filings to the SEC?

    GoFiler's transmission process is very simple. When you press the File Live or File Test button in GoFiler, the application submits your filing via the SEC web portal in the same manner as if you had manually submitted the filing using Internet ...