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I uploaded some supporting documents into my library but now I want to remove them. How do I do this?
(If test filed already) Forms -unfiled forms -more -file properties =list of names -more -file properties -supporting document -remove.
How do I remove a reporting owner in the Section 16 app?
You can remove a reporting owner, along with his or her associated documents. In the Reporting Owners list on the Filers tab, click the M...
How do I add a reporting owner in the Section 16 app?
On the Filers tab, click the Reporting Owners sub-tab and then click Add Reporting Owners. 2. In step 1 of the Add Owner wizard, enter th...
How do I edit an existing member in the Section 16 app?
To edit an existing member: 1. Find the member's name under the Members list in the People tab. You may click the member's name to see a ...
How do I add a WebFilings employee as a member to a customer account in the Section 16 app?
Support Members are WebFilings employees who may need access to your account for support and troubleshooting. Support members do NOT have...
How do I remove a Member to an account in the Section 16 app?
To remove an existing member, select the checkbox next to the members name. From one of the More buttons, select Re Select Remove Member ...
How do I add a Member to an account in the Section 16 app?
1. Click the People tab at the top of the screen. 2. Click on the Add Member button. This will open a dialog where you must enter a usern...
I created a mass grant but now I want to remove it. Is there a way to do this?
If you'd like to remove a Mass Grant, you may do so by going to the Mass Grants list under the Forms tab. From here, click More, select D...
My customer needs to perform an identical Form 4 acquisition for multiple account members. Is there a quick way to set up multiple forms all at once rather than setting up all of these forms individually?
At times, you may need to perform an identical Form 4 acquisition for multiple account members. In this situation, you can use Mass Grant...
Can I upload a supporting document to the Section 16 app?
You can upload supporting documents to your WebFilings library through the Supporting Documents sub-tab. Simply click the Upload Supporti...
Is there a way to import electronic signatures into the Section 16 app?
You can put electronic signatures on file for use in forms through the Signatures tab, under Libraries. Simply click the Add Signature bu...
How do I add a security to my Section 16 library?
To add a security, find the Securities sub-tab under Libraries and click on the Add Security button. If you have multiple issuers, you'll...
How do I remove an issuer for Section 16?
You can remove issuers if they are not currently associated with any reporting owners or securities. To remove an issuer, click the Delet...
How do I add an issuer for Section 16?
On the Filers tab, click the Issuer sub-tab then click the Add Issuer button. 2. In the Add Issuer dialog box, enter the new issuer's CIK...
I would like to import previously filed Section 16 forms from the SEC website into Wdesk so that I can use these forms as templates to create new forms going forward. How can I complete this import?
The first time you use WebFilings Forms, you can import multiple existing Section 16 forms that you have filed previously. These steps as...
I created a form in the Section 16 app. Now how do I file it?
From the Forms tab, look over your Unfiled Forms list and check the box next to any and all forms you'd like to file. A column on the rig...
How do I edit my Section 16 form?
On the Dashboard page, click the name of the reporting owner whose form you want to edit. 2. On the owner’s detail page, in the list of f...
There are some settings that I want to edit for a transaction but it's not letting me edit it direct in the form. Where do I go to edit this information?
To get access to some transaction settings that you cannot edit in the form directly, you can use the Edit Transaction wizard. 1. In edit...

