Reference Library

Tags: npx

Release Notes (version 5.19c)

This PDF contains the release notes for version 5.19c of the GoFiler software family.

Tags: release notes

Release Notes (version 5.19b)

This PDF contains the release notes for version 5.19b of the GoFiler software family.

Tags: release notes

Release Notes (version 5.19a)

This PDF contains the release notes for version 5.19a of the GoFiler software family.

Tags: release notes

Release Notes (version 5.18b)

This PDF contains the release notes for version 5.18b of the GoFiler software family.

Tags: release notes

Release Notes (version 5.18a)

This PDF contains the release notes for version 5.18a of the GoFiler software family.

Tags: release notes

Release Notes (version 5.17c)

This PDF contains the release notes for version 5.17c of the GoFiler software family.

Tags: release notes

ECD Taxonomy Guide

This guide contains illustrative examples that lead readers through tagging sample narrative blocks and tables with elements from the ECD Taxonomy. Through helpful color-coding and graphical guides, readers can learn what aspects of their data must be tagged in this new format and understand how the XBRL data facts are formed.

Tags: XBRL, iXBRL, ecd, user guides

Release Notes (version 5.17b)

This PDF contains the release notes for version 5.17b of the GoFiler software family.

Tags: release notes

Release Notes (version 5.17a)

This PDF contains the release notes for version 5.17a of the GoFiler software family.

Tags: release notes

Release Notes (version 5.16c)

This PDF contains the release notes for version 5.16c of the GoFiler software family.

Tags: release notes

Release Notes (version 5.16b)

This PDF contains the release notes for version 5.16b of the GoFiler software family.

Tags: release notes

Release Notes (version 5.16a)

This PDF contains the release notes for version 5.16a of the GoFiler software family.

Tags: release notes

Release Notes (version 5.15c)

This PDF contains the release notes for version 5.15c of the GoFiler software family.

Tags: release notes

CEF Taxonomy Guide

This guide contains illustrative examples that lead readers through tagging sample narrative blocks and tables with elements from the CEF Taxonomy. Through helpful color-coding and graphical guides, readers can learn what aspects of their data must be tagged in this new format and understand how the XBRL data facts are formed.

Tags: XBRL, iXBRL, cef, user guides

Release Notes (version 5.15b)

This PDF contains the release notes for version 5.15b of the GoFiler software family.

Tags: release notes

Release Notes (version 5.15a)

This PDF contains the release notes for version 5.15a of the GoFiler software family.

Tags: release notes

Release Notes (version 5.14a)

This PDF contains the release notes for version 5.14a of the GoFiler software family.

Tags: release notes

Release Notes (version 5.13b)

This PDF contains the release notes for version 5.13b of the GoFiler software family.

Tags: release notes

Release Notes (version 5.13a)

This PDF contains the release notes for version 5.13a of the GoFiler software family.

Tags: release notes

Release Notes (version 5.12c)

This PDF contains the release notes for version 5.12c of the GoFiler software family.

Tags: release notes

Release Notes (version 5.12b)

This PDF contains the release notes for version 5.12b of the GoFiler software family.

Tags: release notes

Release Notes (version 5.12a)

This PDF contains the release notes for version 5.12a of the GoFiler software family.

Tags: release notes

Release Notes (version 5.11a)

This PDF contains the release notes for version 5.11a of the GoFiler software family.

Tags: release notes

Release Notes (version 5.10c)

This PDF contains the release notes for version 5.10c of the GoFiler software family.

Tags: release notes

Release Notes (version 5.10b)

This PDF contains the release notes for version 5.10b of the GoFiler software family.

Tags: release notes

Release Notes (version 5.10a)

This PDF contains the release notes for version 5.10a of the GoFiler software family.

Tags: release notes

Release Notes (version 5.9b)

This PDF contains the release notes for version 5.9b of the GoFiler software family.

Tags: release notes

Release Notes (version 5.9a)

This PDF contains the release notes for version 5.9a of the GoFiler software family.

Tags: release notes

Release Notes (version 5.8a)

This PDF contains the release notes for version 5.8a of the GoFiler software family.

Tags: release notes

Release Notes (version 5.7a)

This PDF contains the release notes for version 5.7a of the GoFiler software family.

Tags: release notes

Release Notes (version 5.6c)

This PDF contains the release notes for version 5.6c of the GoFiler software family.

Tags: release notes

Release Notes (version 5.6b)

This PDF contains the release notes for version 5.6b of the GoFiler software family.

Tags: release notes

Release Notes (version 5.6a)

This PDF contains the release notes for version 5.6a of the GoFiler software family.

Tags: release notes

Release Notes (version 5.5c)

This PDF contains the release notes for version 5.5c of the GoFiler software family.

Tags: release notes

Release Notes (version 5.5b)

This PDF contains the release notes for version 5.5b of the GoFiler software family.

Tags: release notes

Release Notes (version 5.5a)

This PDF contains the release notes for version 5.5a of the GoFiler software family.

Tags: release notes

Release Notes (version 5.4b)

This PDF contains the release notes for version 5.4b of the GoFiler software family.

Tags: release notes

Release Notes (version 5.4a)

This PDF contains the release notes for version 5.4a of the GoFiler software family.

Tags: release notes

Release Notes (version 5.3c)

This PDF contains the release notes for version 5.3c of the GoFiler software family.

Tags: release notes

What's New in UGT 2020

A quick reference guide to the elements that were added, changed or removed from the 2020 US GAAP taxonomy.

Release Notes (version 5.3b)

This PDF contains the release notes for version 5.3b of the GoFiler software family.

Tags: release notes

Release Notes (version 5.3a)

This PDF contains the release notes for version 5.3a of the GoFiler software family.

Tags: release notes

Cracking Inline XBRL

This white paper discusses the challenges of using inline XBRL and how Novaworks' patented XDX technology meets the complex needs of filers. XDX allows HTML documents to have special code embedded in them to identify data points and organizational information. XBRL data and inline XBRL reports can be easily generated or synchronized from documents coded using XDX engrams. XDX is a single solution for the tagging of data and the generation of linkbases.

Release Notes (version 5.2a)

This PDF contains the release notes for version 5.2a of the GoFiler software family.

Tags: release notes

Release Notes (version 5.1d)

This PDF contains the release notes for version 5.1d of the GoFiler software family.

Tags: release notes

Release Notes (version 5.1c)

This PDF contains the release notes for version 5.1c of the GoFiler software family.

Tags: release notes

Release Notes (version 5.1b)

This PDF contains the release notes for version 5.1b of the GoFiler software family. This release was the final release that corresponds to EDGAR Release 19.3. Please note that the changes between versions 5.1a and 5.1b were minor and addressed final changes that were implemented as part of EDGAR 19.3. As such, this download contains the release notes for version 5.1a.

Tags: release notes

Release Notes (version 5.1a)

This PDF contains the release notes for version 5.1a of the GoFiler software family. This release corresponds to EDGAR Release 19.3.

Tags: release notes

Release Notes (version 5.0c)

This PDF contains the release notes for version 5.0c of the GoFiler family.

Tags: release notes

The XDX Handbook (US GAAP)

The XDX Handbook For US GAAP Filings contains step-by-step instructions on how to use GoFiler to prepare and submit Inline XBRL documents to the EDGAR System. This booklet includes guidance for:

cover page tagging
tagging each type of financial statement
performing all levels of tagging for the Notes to Financials disclosure
creating calculations
managing extension elements
and more.

Release Notes (version 5.0b)

This PDF contains the release notes for version 5.0b of the GoFiler Family.

Tags: release notes

Release Notes (version 5.0a)

This PDF contains the release notes for version 5.0a of the GoFiler family.

Tags: release notes

Inline XBRL Cover Page Disclosure (US GAAP)

This PDF contains information about the cover page tagging requirements for Inline XBRL. Included inside this guide is the following:

Information about the phase-in and transition to Inline XBRL with the phase-in of cover page XBRL tagging.
Sample cover pages with illustrations that mark data points with their corresponding XBRL elements.
Information for Form 10-K, Form 10-Q, Form 8-K, Form 20-F, and Form 20-F tagging.
A table of all the cover and DEI elements with information regarding when they are required and when they must be visible within the document.

Tags: XBRL, US GAAP

Release Notes (version 4.26b)

This PDF contains the release notes for version 4.26b of the GoFiler family.

What's New in UGT 2019

A quick reference guide to the elements that were added, changed or removed from the 2019 US GAAP taxonomy.

Release Notes (version 4.26a)

This PDF contains the release notes for version 4.26a of the GoFiler suite.

Release Notes (version 4.25d)

This PDF contains the release notes for version 4.25d of the GoFiler suite.

Release Notes (version 4.25c)

This PDF contains the release notes for version 4.25c of the GoFiler suite.

Release Notes (version 4.25b)

This PDF contains the release notes for version 4.25b of the GoFiler suite.

Release Notes (version 4.25a)

This PDF contains the release notes for version 4.25a of the GoFiler suite.

Release Notes (version 4.24b)

This PDF contains the release notes for version 4.24b of the GoFiler suite.

Tags: release notes

Step-by-Step Guide to 13F

This booklet contains step-by-step instructions to create, prepare and file a Form 13F-HR submisison or Form 13F-NT submission within your GoFiler product. It includes information on how to create the submission, edit form data, import an information table from external sources, validate, proof and file a form.

Tags: user guides, 13F-HR, Go13, GoFiler Complete, GoFiler Online

Form ATS-N Fact Sheet

This fact sheet contains information about the SEC's recent amendments to Regulation ATS with a focus on what data will be collected on Form ATS-N via the EDGAR System.

What's New in UGT 2018

A quick reference guide to the elements that were added, altered, deprecated or removed from the US GAAP taxonomy with UGT 2018.

Legato Fact Sheet

An overview of the Legato scripting language

Tags: Legato

Hyperlinking Fact Sheet (2017)

Download a fact sheet outlining the SEC's final hyperlinking rules

Tags: GoFiler Complete, HTML

Section 16

An overview of the Section 16 filing tools within the GoFiler software suite

Tags: GoFiler Complete, Go16, Section 16

Form N-SAR View

An overview of the N-SAR filing tools within the GoFiler software suite

Tags: GoFiler Complete, GoNSAR, nsar

Form N-MFP2 View

An overview of the Form N-MFP2 filing tools within the GoFiler software suite

Tags: GoFiler Complete, GoMFP, N-MFP2

Form D View

An overview of the Form D filing tools within the GoFiler software suite

Tags: GoFiler Complete, GoFormD, D

13F View

An overview of the 13F filing tools within the GoFiler software suite

Tags: GoFiler Complete, Go13, 13F-HR

Page View

An overview of the HTML editing tools within the GoFiler software suite

Tags: GoFiler Complete, Go13, HTML

HTML Conversion

An overview of the HTML conversion tools within the GoFiler software suite

Tags: GoFiler Complete, Go13, HTML

Novaworks Platinum Support

An overview of the Novaworks Platinum technical support package

Tags: Financial, Support

Novaworks No-Nonsense Support

An overview of the Novaworks technical support program

Tags: Financial, Support

Novaworks Training

An overview of the training options available for EDGAR, HTML and XBRL

Tags: Training

GoFiler Online: Filing Transfer Agent Forms

A brief overview of some of the features avialable on GoFiler Online for transfer agents

Tags: GoFiler Online

GoFiler Complete Product Sheet

An overview of GoFiler Complete

Tags: GoFiler Complete

GoFiler Family

An overview of the products in the GoFiler software suite

Tags: Financial

GoFiler Online Feature Sheet

A brief overview of some of the features available on GoFiler Online for filing Section 16 Forms 3, 4 and 5

Tags: GoFiler Online, Section 16

GoFiler Online Pricing Sheet

A reference sheet containing information about the pricing for GoFiler Online

Tags: GoFiler Online

Novaworks Submission Service (NSS) Documentation

This .zip file contains documentation for the Novaworks Submission Service (NSS) with instructions for scheduling and monitoring EDGAR filings. Documentation is also included for the Novaworks Mail Service (NMS), which can be used in conjunction with the NSS to provide e-mail notification when filings are submitted via NSS.

Related Article: How To Schedule an EDGAR Filing

Tags: Novaworks Submission Service, Novaworks Mail Service

iXBRL Fact Sheet

Download a fact sheet about inline XBRL (iXBRL) and the benefits it brings to investors and registrants alike.

Tags: GoFiler Complete, GoXBRL, XBRL, iXBRL

GoFiler Functions List

Download an Excel file that contains a list of all GoFiler functions and their function codes.

Tags: GoFiler Complete, Legato

Hyperlinking Fact Sheet

Download a fact sheet outlining the SEC's proposed changes to exhibit hyperlinking in HTML format.

Tags: HTML

Section 16 Transaction Code Reference Sheet

Download a free reference sheet containing the Section 16 transaction codes for EDGAR Form 4 and Form 5 and their usage.

Related Article: Using Section 16 Transaction Codes

Tags: Section 16, Go16

How To Customize GoFiler Templates

This guide covers customizing GoFiler software templates. Learn how to:

Adjust the Proofing Templates
Add custom Quick Parts and Page Breaks
Add custom New Files from Templates
Set default settings for all users in an enterprise environment

Related Article: Customizing GoFiler Through Templates

Tags: GoFiler Complete, user guides

What's New in UGT 2016

A quick reference guide to the elements that were added, altered, deprecated or removed from the US GAAP taxonomy with UGT 2016.

How To Install the XBRL Viewer

This guide covers the installation of the SEC's XBRL Viewer. Learn how to:

Identify your version of Windows
Install Python with Arelle on your computer
Install the EDGAR Renderer/XBRL Viewer
Preview XBRL reports on using your new software

Related Article: Quick Guide: Installing the XBRL Viewer

Tags: XBRL, Support

N-MFP1 Fact Sheet

The N-MFP1 Fact Sheet compares the form data contained on Form N-MFP to the form data that will be collected on Form N-MFP1. The compliance date for filers to begin using Form N-MFP1 is April 14, 2016.

Tags: GoMFP

[White Paper] Epic Data Fails: How Companies Can Lose 20% of Their Value in 10 Minutes

Data security is paramount, and inadvertent data exposure (either due to malicious intent or human error) can cost companies millions of dollars. Everyday, we engage in mundane activities that could be placing sensitive data at risk without our knowledge.

Novaworks’ white paper, Epic Data Fails: How Companies Can Lose 20% of Their Value in 10 Minutes, examines those risks and how a company can mitigate or eliminate them by taking steps to maintain control over their compliance filings.

Discover how losing control of your data can be costly

Explore every day security risks of which you may not be aware

Take simple steps to reduce the risk of data exposure

See how an “inside model” for your financial reporting will benefit you and your company

Accessing EDGAR with Firefox 39 and later

The EDGAR system is no longer accessible when using Firefox 39 or later. This download covers what happened and how to change your Firefox settings to access the EDGAR system.

Related Article: SEC Ramping Up Internet Security

Tags: Support

Pay vs Performance Fact Sheet

The Pay Versus Performance Fact Sheet provides an overview of the information the SEC proposes to collect regarding executive compensation and company performance. This overview includes a quick look at the data that would be collected as well as a discussion of the interactive data (XBRL) exhibit that the SEC proposes to be filed with a company's proxy or information statement.

Tags: None

Modernizing IM Reporting

The SEC proposes new forms to modernize Investment Company Reporting. The download is a zip file with two PDFs outlining the new forms and their requirements, as follows:

Form N-CEN Fact Sheet: a fact sheet outlining the data that will be collected on the proposed Form N-CEN

Form N-PORT Fact Sheet: a fact sheet outlining the data that will be collected on the proposed Form N-PORT

Tags: N-CEN, N-PORT

Overview of Form ADV

The SEC proposes amendments to Form ADV and the Investment Advisers Act Rules. This download contains an overview of the changes to Form ADV.

Tags: investment advisers, ADV

What's New in UGT 2015

A quick reference guide to the elements that were added, altered, deprecated or removed from the US GAAP taxonomy with UGT 2015.

A Guide to Manipulating Risk Return Labels

This guide will show you how to edit labels in your GoFiler Complete or GoXBRL software so you can:

Have multiple classes with identical names
Have a series and class that share the same name
Change one instance of a specific label on a presentation

Tags: Risk Return

Why GoFiler

Why GoFiler?

A detailed look at why GoFiler is the right EDGAR software for your company.

An Introduction to Legato

This primer will help you get started developing your own projects using the Legato scripting language.

Learn about the basics of the Legato scripting language
Learn how to create a basic script and use the Legato IDE
Learn how to extend GoFiler's ribbons and functionality
See example scripts that perform various tasks within GoFiler

Tags: Legato

Tracking the Taxonomy Transition

This free paper analyzes the 10-Q and 10-K filings submitted to the SEC between 4/1/2013 and 5/22/2014.

Take a look at:

When filers transitioned from the 2012 US GAAP Taxonomy to the 2013 US GAAP Taxonomy
The transition rate for in-house versus outsourced filers
The number of filings transmitted to the SEC that do not meet the XBRL mandate requirements

Related Article: SEC To Approve 2014 US GAAP Taxonomy

Tags: XBRL

N-SAR Installation Guide

This guide covers the installation of the SEC's N-SAR Software on newer versions of Windows.

Learn how to:
- Identify your version of Windows
- Install the N-SAR software on Windows Vista, 7, or 8

Tags: GoNSAR, Support