SEC EDGAR DOCUMENT CONVERSION
Your source. Our production.
From your requirements and document analysis to EDGAR HTML conversion, controlled review and final delivery.
Production support, not legal or accounting advice. Your authorized team retains final approval and filing control.
STEP 1 OF 6 · Requirements & scope
Share the document type, approved source, requested output and deadline with its time zone. We agree the scope, review owners and transfer route before accepting the job.
Tell us your document, source files, output and deadline. We agree the scope and review owner.
STEP 2 OF 6 · Document analysis
We inventory sections, tables, footnotes, images and exhibits. Comments, placeholders and conflicting versions are resolved with your approver, then the controlling source is recorded.
We audit sections, tables and assets, resolve source issues and record the approved version.
STEP 3 OF 6 · EDGAR HTML conversion
We convert the approved material into the agreed EDGAR-oriented HTML and permitted assets, preserving reading order, financial-table relationships and navigation. iXBRL work is separately scoped.
We build the agreed EDGAR HTML, preserving the text, tables and navigation. iXBRL is separately scoped.
STEP 4 OF 6 · Quality checks
We reconcile text, figures, dates, signs, table headers and footnotes. The candidate proof, links, assets and package are checked against the agreed production requirements.
We compare text, figures, tables, links and the proof against the approved source and scoped requirements.
STEP 5 OF 6 · Review & revisions
Your designated approver reviews the candidate proof. We process the authorized change list, record what changed and retest the affected output so revisions remain tied to the correct version.
Your approver reviews the proof. Authorized changes are logged, applied and retested.
STEP 6 OF 6 · Final delivery
We deliver the agreed files, versioned proof, manifest and issue/change log. Your authorized team controls submission; delivery is not SEC acceptance or permission to make a LIVE filing.
Receive the agreed files, proof and manifest. Your authorized team controls submission; SEC acceptance is not guaranteed.
Step 1 of 6 — Requirements and scope
YOUR EDGARIZATION WORKFLOW
01 · Requirements & scope
Share the document type, approved source, requested output and deadline with its time zone. We agree the scope, review owners and transfer route before accepting the job.
02 · Document analysis
We inventory sections, tables, footnotes, images and exhibits. Comments, placeholders and conflicting versions are resolved with your approver, then the controlling source is recorded.
03 · EDGAR HTML conversion
We convert the approved material into the agreed EDGAR-oriented HTML and permitted assets, preserving reading order, financial-table relationships and navigation. iXBRL work is separately scoped.
04 · Quality checks
We reconcile text, figures, dates, signs, table headers and footnotes. The candidate proof, links, assets and package are checked against the agreed production requirements.
05 · Review & revisions
Your designated approver reviews the candidate proof. We process the authorized change list, record what changed and retest the affected output so revisions remain tied to the correct version.
06 · Final delivery
We deliver the agreed files, versioned proof, manifest and issue/change log. Your authorized team controls submission; delivery is not SEC acceptance or permission to make a LIVE filing.
HTML conversion does not imply unrestricted iXBRL tagging, SEC acceptance or authorization to make a LIVE filing. Read the full production workflow →