Refresher Training
Training for new filers in your group
Did you hire new filers
to work for you? You might consider a refresher course for your whole filing
team.
Duration
Two hour online training via WebEx
Course Outline
This online course covers both Basic and Advanced skills
Basic Skills
- Learn to convert Word, Excel, PowerPoint and PDF document into SEC EDGAR
compliant HTML
- Learn to edit HTML documents in SEC Publisher's EDGAR HTML Editor
- Learn to validate your filing
- Learn to file to SEC
Advanced Skills
- Learn to label a document and look closely at the labeling process
- Learn to convert a document with specific options selected
- Learn to work in a collaborative environment where multiple persons can
work on the same document
- Learn to create a PDF proof for internal approval process
If you know who your Account Executive is, please contact him/her for signing
up for this course or to request a list of other refresher courses. You can
also call us at 408-557-0230 or email us at info@secpublisher.com for assistance.