EDGARsuite™

A Comprehensive Software Suite

to accomplish SEC EDGAR Filings

Easily, Accurately, and Cost-effectively

656 Kreag Road

Pittsford, NY 14534-3730

Phone: (585)-385-3810
Fax: (585)-385-6822

EDGARsuite™, EDGARword™, EDGARstar™, EDGARwiz™, EDGARxml™, EDGARxbrl™, and EDGARpack^™are Trademarks of Advanced Computer Innovations, Inc.

EDGARsuite™

Introducing EDGARsuite™

This chapter provides an introduction to EDGARsuite™, its basic functions and advantages.

What is EDGARsuite™

EDGARsuite™ is a suite of software programs that can be used individually or collectively to easily and cost-effectively accomplish accurate SEC EDGAR filing of complex documents, while ensuring complete compatibility with SEC EDGAR specifications and requirements [1]. It consists of:

· EDGARword™, a Microsoft Word document template that reduces to a few mouse clicks the kinds of document touch-up, fixing and embellishing frequently desired by SEC filers. It also enables the convenience of running the other EDGARsuite™ components right within Microsoft Word.

· EDGARstar™, an easy-to-use yet extremely powerful and full featured WYSIWYG HTML editor that produces EDGAR-valid HTML files. Providing all the features of a powerful word processor, it may be used stand-alone to create filings from scratch. It can also process non-EDGAR-compliant HTML files produced by other applications (e.g., files saved in Microsoft Office as HTML), and automatically convert and save them as EDGAR-valid files. Further, you can copy and paste formatted content from just about any source (including from PDF files) into EDGARstar™ to quickly assemble a filing, and save it as an EDGAR-valid HTML filing.

· EDGARwiz™, a top-of-the line EDGARizer that can automatically convert extremely large and complex documents to EDGAR-valid ASCII or HTML without any user interaction. Thanks to its high accuracy, the converted files need little or no touching up. With EDGARization speeds of over 25 pages per second, it is by far the fastest professional EDGARizing solution available. It also provides extensive customization capability to tailor the EDGARization for your specific requirements.

· EDGARxbrl™, an easy-to-use tool for creating SEC filings in XBRL. It includes WYSIWYG mapping from line items in your existing financial statements to XBRL taxonomy concepts, automatic creation of extension taxonomies, automatic generation of presentation style sheets, extensive validation against schema and calculations, and exceptional ease-of-use features to help you easily and rapidly create filings in this new SEC filing format.

· EDGARxml™, an easy-to-use tool for creating XML Information tables for Form SH filings, as required by the SEC starting November 2008.

· EDGARpack™, an easy-to-use module that automatically assembles the EDGAR submission from your documents. It handles all EDGARLink form types, and produces .XFD submission files that can be touched up or validated in EDGARLink.

Why use EDGARsuite™?

Whether you file in ASCII, HTML or XBRL, EDGARsuite™ enables you to accomplish the task accurately, easily, rapidly and cost-effectively.

EDGARsuite™ for ASCII filings

The Legacy EDGAR format is basically simple text, but with stringent specifications related to line length, table formatting, markup tags and other functions. It is important to adhere to these restrictions. Even a single discrepancy can cause the entire submission to be invalidated and rejected. Merely saving a document as text does not result in an EDGAR filing that is acceptable to the Securities and Exchange Commission. The saved text has to go through painstaking and time-consuming editing. With EDGARsuite™, however, all such editing is avoided. Your original unretouched documents are automatically converted to EDGAR-valid text files that are ready to be submitted to the SEC.

EDGARsuite™ for HTML filings

Similarly, the Modernized EDGAR format is basically HTML with severe restrictions on the kinds of tags and HTML functions that can be used. It is important to adhere to these restrictions. Even a single discrepancy can cause the entire submission to be invalidated and rejected.

Because of these restrictions, merely saving a document as HTML in a word processor does not result in an EDGAR filing that is acceptable to the Securities and Exchange Commission. Similarly, a regular HTML editors such as Microsoft FrontPage or Adobe Dreamweaver cannot be used to edit HTML files for submission to EDGAR. They produce HTML containing tags with are not permitted by the SEC, and which invalidate your entire filing.

EDGARsuite™ alleviates this problem by automatically adjusting for these restrictions when producing your HTML files. It has been designed from the ground up for SEC filings. Advanced Computer Innovations, Inc. guarantees that a filing created with EDGARsuite™ will not be invalidated by EDGARlink or the EDGAR System for reason of invalid tags.

As an example, some of the Securities and Exchange Commission restrictions and validation requirements automatically addressed by EDGARsuite™ are:

Disallowed Tags - These are several commonly-used HTML tags which the Securities and Exchange Commission does not allow. EDGARsuite™ does not generate these tags, and uses alternative formatting methods wherever appropriate to achieve the desired effect.

No Active Content - EDGARsuite™ ensures that active content is stripped from the converted files, so that there is no possibility of invalidation.

Limited Links - EDGARsuite™ ensures that links are formatted as local. Any links to the outside (except for links to the Securities and Exchange Commission's EDGAR archives) are deactivated so they do not invalidate your submission.

Local Images - EDGARsuite™ automatically adjusts all image links to local, and extracts or converts graphics files to .JPG or .GIF format as mandated by the Securities and Exchange Commission. It also places all required images in the same folder as your converted files for ease in assembling the submission.

File Name Restrictions - EDGARsuite™ automatically adjusts file names to conform to the Securities and Exchange Commission's stringent requirements.

Symbols and Special Characters - EDGARsuite™ makes sure that extended characters such as currency symbols, typographic elements and math symbols are correctly represented in the format approved by the Securities and Exchange Commission.

Special use of <R> and </R> tags - EDGARsuite™ has the option of introducing <R> … </R> tags according to SEC specifications to identify revised (inserted/deleted) text.

Footnotes and Endnotes - The SEC no longer permits the <FN> tag to mark footnotes in submissions. EDGARsuite™ does not generate this tag.

HTML produced by EDGARsuite™ is guaranteed to be validated by EDGARlink as well as live EDGAR. EDGARsuite™ also includes special functions designed to simplify the tasks most often performed by SEC filers.

EDGARsuite™ for XBRL filings

EDGARsuite™ includes everything you need to create SEC filings in the new XBRL format. This includes:

· A WYSIWYG mapping facility to easily and accurately map the line items in your current financial tables to appropriate tags defined in the standard XBRL or your extension taxonomies.

· Automatic entry of information into mapped tags, as well as the ability to enter data into other tags using direct entry, drag-and-drop or cut-and-paste operations.

· Easy creation and linking of footnotes.

· Automatic creation of presentation stylesheets, bypassing the need for an XBRL viewer.

· Validation against the taxonomy schema as well as calculation validation.

· Documentation in the taxonomy is automatically displayed as and when relevant.

· Very rapid operation even with very large taxonomies.

EDGARsuite™ for Form SH XML files

EDGARsuite™ includes everything you need for the new Forms SH (-ER and –NT) required by the SEC starting November 2008, including creation of the Information Tables in XML format.

These forms must be submitted in ASCII or HTML format like most other EDGAR filings, but in addition the submission must include the Information Table in XML format. The EDGARwiz™ and EDGARstar™ components in EDGARsuite™ create the main ASCII or HTML filing, while the EDGARxml™ component creates the Information table directly from a spreadsheet, document or any source file that presents the data in tabular form. Since the process with EDGARxml™ is automatic, this is particularly useful for information tables containing many entries.

Computer System Requirements

EDGARsuite™ runs on any computer using Windows 95, 98, Me, XP, NT, 2000 or Vista, as well as 32-bit Windows emulators. It imposes no special memory or other requirements.

Licensing Options

EDGARsuite™ is available in single-user as well as multi-user (network) versions. Site licensing is available to users requiring a large number of copies.

[1] For a detailed description of the SEC EDGAR restrictions and requirements, refer to the EDGAR Filer’s Manual, which may be downloaded from http://www.sec.gov/info/edgar.shtml.

Installing EDGARsuite™

This chapter discusses how to install EDGARsuite™ from CD or by downloading, how to run it and, if applicable, purchase and enable the fully working copy.

Installing from CD

1. Insert the Advanced Computer Innovations, Inc. CD into your drive. In most cases, an installation dialog box appears automatically. If it does not appear in a few seconds, run the program SETUP.EXE on the CD.

2. In the installation dialog box, click EDGARsuite™.

3. This starts the EDGARsuite™ Setup Program. Respond to the dialogs on the screen, and EDGARsuite™ will be installed on your hard disk.

4. The Setup Program creates a desktop group named EDGAR Suite. In this group it places various icons/shortcuts that let you easily run the program, bring up the documentation and, if required, uninstall the program.

Installing by downloading

If you download the EDGARsuite™ software, you obtain a file named EDGSUITE.EXE. Run this file by locating it with Windows Explorer and double-clicking it. This starts the EDGARsuite™ Setup Program. Respond to the dialogs on the screen, and EDGARsuite™ will be installed on your hard disk.

The Setup Program creates a desktop group named EDGAR Suite. In this group it places various icons/shortcuts that let you easily run the program, bring up the documentation and, if required, uninstall the program.

The EDGARsuite™ Desktop Folder

When EDGARsuite™ is installed, it places a folder on your desktop containing links to various EDGARsuite™ programs and resources:

Welcome to EDGARsuite - Click this link to view the welcome message screen.

EDGARsuite User Manual - Click this link to view the EDGARsuite™ User Manual as a single file in Internet Explorer.

EDGARsuite Online Help - Click this link to open the EDGARsuite™ Online Help.

Reinstall EDGARword - If for some reason EDGARword is not appearing in your Microsoft Word toolbar, click this link to reinstall it.

EDGARstar Program - Click this link to run EDGARstar™.

EDGARwiz Program - Click this link to run EDGARwiz™.

EDGARxbrl Program - Click this link to run EDGARwxbrl™.

EDGARxml Program - Click this link to run EDGARxml™.

EDGARpack Program - Click this link to run EDGARpack™.

Purchase or Register - If you have not yet purchased EDGARsuite™, click this link to purchase it. Or, if you already have the key code, you may enter it using this link. If you have already purchased and enter your key code, you may click this link to update your registration and contact information.

Network Administrator's Guide - Click this link to access information required by a network administrator to install EDGARsuite™ on a network for concurrent multi-user operation.

Network User's Guide - If you are accessing EDGARsuite™ over a network, click this link to review any special instructions.

Uninstall EDGARsuite - Click this link to completely remove EDGARsuite™ from your computer. It will remove all EDGARsuite™ programs, settings and registry entries, as if EDGARsuite™ was never installed on your machine.

Check for Updates – Click this link to check for EDGARsuite™ updates at the Advanced Computer Innovations, Inc. website.

Purchasing EDGARsuite™

A factory-fresh just-installed copy of EDGARsuite™ starts in . In this mode, deliberate spelling or numeric errors are introduced into converted files. However, the EDGARsuite™ software components work like in the fully licensed version in every other way. This lets you evaluate the software, its ease of use, and EDGARization quality on any number of your own documents. You can even run the converted files through to check for validation, or submit them as a test filing to check for validation on EDGAR.

Once satisfied, you may remove the Trial Mode limitation by selecting the Purchase or Register option from the EDGARsuite™ folder on the desktop. The following dialog box appears:

· If you have already purchased the software, you will find the key code in a sealed envelope that came with the product, or you may have obtained this key code by telephone, Email or other means. In this case, click Manual Purchase , and enter the key code into the slot that appears. This automatically enables EDGARsuite™ for full functionality.

· If you do not have the key code but would like to purchase it instantly with a credit card at any time, click Purchase via Internet or Purchase via Modem . This brings up an order form, which looks like this:

Enter all requested information and click Execute Order . This sends the information to Advanced Computer Innovations, Inc.'s secure transaction servers over an encrypted Internet connection, or with a direct telephone call (i.e., not over the Internet). Since your credit card number is either encrypted or does not go over the Internet, there is no security compromise. As soon as the transaction is completed (which takes only a few seconds), EDGARsuite™ is automatically enabled for full functionality. You should note down the key code which the program gives you, and keep it in a safe place. If you ever need to reinstall EDGARsuite™ in the future, you may at that time enable EDGARsuite™ for full functionality by executing a manual purchase using this key code that you have already paid for.

Updating your Registration

EDGARsuite™ lets you easily update your registration and contact information. Once you have purchased EDGARsuite™, selecting the Purchase or Register option from the EDGARsuite™ folder or from any of the EDGARsuite™ programs bring up the following dialog box:

Fill in your contact and registration details then click Submit using Internet or Submit using Modem to transfer the information to Advanced Computer Innovations, Inc. As with purchasing, all information is encrypted during transmission, and there is no security compromise. You may update your registration and contact information any number of times.

Quick Help

In EDGARsuite™, you may right-click most dialog box items to bring up quick help on that control. This appears in the form of a yellow pop-up with relevant information on the item clicked. For example, right-clicking the EDGARstar checkbox in the order form brings up a QuickHelp panel as seen below:

Some dialog items (such as edit fields) normally bring up a Windows properties menu when right-clicked. In such cases, right-click some other item first and then right-click that item.

When a quick help panel is displayed, the mouse cursor temporarily changes to a dot. To exit the quick help, simply click the mouse inside it.

Typical Sequence of Operations (HTML filing)

Most filing documents are prepared in Microsoft Word. A special Word template, EDGARword™, is automatically installed as part of EDGARsuite™, and shows up as a menu item in Word. Typically you will first use the options under this menu item to check your document for potential problems, and to do any required fixing up or touching up (such as lining numeric columns, shading tables, etc), and thus prepare the document for EDGARization.

Once the document is ready, you have two ways to EDGARize it:

· From the EDGARword™ menu, select EDGARize with EDGARstar. This automatically saves the Word document as (non-compliant) HTML and opens the resulting HTML file in EDGARstar™. You may then examine this file in EDGARstar™, and embellish it if needed. When done, it is automatically saved as an EDGAR-valid HTML file, ready for filing.

· From the EDGARword™ menu, select EDGARize with EDGARwiz. This automatically starts EDGARwiz™, our advanced state-of-the-art EDGARizer, which instantly converts the document to an accurate EDGAR-valid HTML file ready for SEC filing. If needed, you may open this file in EDGARstar™ to examine and embellish it further.

In general, the first option (EDGARstar™) is preferable for small to medium sized filings, or if you want detailed interaction with the document so that you can examine and touch up or embellish different parts selectively and individually. The second option (EDGARwiz™) is preferable for large and complex filings, such as documents containing complex formatting with embedded spreadsheets, presentations and other objects, or if you want a largely automated conversion with no user interaction.

Once all required documents have been EDGARized, you create the submission with EDGARpack™, which can conveniently be started from within EDGARwiz™ or EDGARstar™. You may then examine your filing in EDGARLink for validation and touchup, and submit it to the SEC.

The above is a very brief outline, showing how easy it is to EDGARize even complex filings with EDGARsuite™. The remainder of this manual discusses each of the EDGARsuite™ software components in detail.

EDGARword™

Introducing EDGARword™

EDGARword™ is a Microsoft Word template that includes the facility to automatically perform many of the document checking and touch-up functions generally useful to EDGAR filers. Some of these are independent functions, while others work hand-in-hand with other EDGARsuite™ components to produce the best possible EDGARized files with minimal effort.

Please note that whereas EDGARwiz™ and EDGARstar^™work with all Windows versions of Microsoft Word, EDGARword™ works only with Word version 2000 or higher.

Installing EDGARword™

Normally, EDGARword™ gets installed automatically when you install EDGARsuite™. To check if EDGARword™ has been installed, start MS Word. You should find EDGARword in the main menu bar as shown below:

The above example is for Word 2003 or earlier. In Word 2007, the EDGARword option appears in the Add-ins group.

Under certain conditions, EDGARword™ may not install automatically. For example, if Microsoft Office is not installed on your system at the time you install EDGARsuite™, EDGARword will not appear in the Word menu when you install Office later. If you do not see EDGARword in the menu bar, you may install it manually by running the program EwdIns.exe located in the EDGARsuite™ folder. The next time you start MS Word after running EwdIns.exe, you should find that EDGARword has been added to the MS Word main menu bar as previously shown.

Using EDGARword™

Clicking EDGARword in the main menu shows the various EDGARword™ functions available as shown below:

Very briefly, the procedure to EDGARize a Word document is as follows:

1. Prepare the Word document, and touch it up if needed using the Tables Shading, Fix Numeric Cells, Fix Currency Cells, and Fix Object options.

2. Check for potential issues using the Check for Problems option.

3. EDGARize the document by using the Prepare for EDGARwiz™ and then EDGARize with EDGARwiz™ options.

The various EDGARword™ functions are described in detail in the following sections.

Alternate Row Shading

You may use EDGARword to give alternate rows of a table some background shading. This makes it easier to identify rows of a table, specially a wide table. It also gives your tables a professional appearance when EDGARized. Below is an example of a table without and with alternate row shading.

Without Shading
With Alternate Row Shading

To use this feature, place the cursor within the table to be shaded. You may also drag the cursor (i.e., create a selection) that includes more than one table, or press Ctrl-A to select the entire document, and hence all the tables it contains. Then, click EDGARword™ in the main menu, then Tables Shading. A menu shows up as shown below:

· Click Clear Shading to clear the shading in the selected tables.

· Click one of the Alternate Rows - <color> options for alternate row shading of the table(s) selected with the color specified in the option.

On the other hand, to shade alternate rows of a single table with added flexibility, Click Alternate Rows - from selected cell. This shades alternate rows of the table starting with the row that the cursor is in. For example, you may use this feature to leave the top few rows of a table unshaded. Further, the shading color in this case is picked up from the background color of the cell that the cursor is in. It can be any color, and is not restricted to the other colors listed in the Alternate Row Shading menu.

Aligning Numeric Columns

This feature is used to line up numeric columns of data so that the numbers are not only right-aligned, but also that numeric positions line up for positive and negative numbers even if negative numbers are shown in parentheses, as well as percentages carrying the % symbol. Below is an example of a table in which numeric columns of data have been aligned in this manner.

To use this feature, select all the cells on which alignment is to be performed. Then, click EDGARword in the main menu, then click Fix Numeric Cells. Please note that this function does not work in tables that have vertically merged cells.

Aligning Currency Columns

This feature is used to line up columns of currency data so that the numbers are not only right-aligned, but also that numeric positions line up for positive and negative numbers even if negative numbers are shown in parentheses, as well as percentages carrying the % symbol. In addition, leading currency symbols (dollar signs) are made to line up separately. EDGARword™ does this by using left-aligned and right-aligned tabs within the table cells to line up the dollar symbols and numeric values respectively.

To use this feature, select all the cells on which alignment is to be performed. Then, click EDGARword in the main menu, then click Fix Currency Cells. Please note that this function does not work in tables that have vertically merged cells.

Once currency cells have been aligned in this manner, you may further fine-tune the positioning of the dollar signs and numeric values by selecting the cells and adjusting the tabs in the Word ruler.

Fixing Objects such as Spreadsheets

In some cases, objects such as spreadsheets or charts linked to or embedded in your document may be too complex to be reasonably rendered using SEC-permitted HTML tags. Such objects may be converted to images by clicking the Fix Object option in the EDGARword main menu. EDGARword™ then converts the complex object to a graphic image, which is translated by EDGARwiz™ to an external .JPG or .GIF file as required by the SEC. EDGARwiz™ also automatically inserts all tags necessary in the EDGARized file to include the converted image at the appropriate point in the file.

Please note, however, that the image produced should fit on one document page. Whereas objects such as spreadsheets can break across multiple pages, images cannot. If the image does not fit, Word notifies you with an error message.

Cleaning Bookmarks

When you prepare a document for EDGARizing using EDGARword™, it actually inserts some special bookmarks at various points in the document containing information that helps EDGARwiz™ convert the document better. This does not change the appearance of your document, but includes in it information that is passed along to EDGARwiz™. To remove these special bookmarks, you may use the Clean Bookmarks option from the EDGARword™ menu.

Checking for Problems

This feature is used to scan your document and identify situations that typically cause EDGARizing problems, such as nested tables. Click EDGARword in the main menu, then click Check for Problems. EDGARword™ scans your document, and notifies you if any problems are found.

Prepare document for EDGARizing

Just before EDGARizing a document, you should click EDGARword in the main menu, then click Prepare for EDGARwiz. This repaginates the document and identifies certain key features with hidden bookmarks. For example, page break information (including soft page breaks), autonumbering details and certain other document details are encoded and hidden in the document for use by EDGARwiz™ at time of EDGARizing. This does not change the appearance of your document in any way. Rather it provides EDGARwiz™ with information that would not otherwise be available to it.

Starting EDGARwiz™ within MS Word

To start EDGARwiz™ while within MS Word, click EDGARword in the main menu, then click EDGARize with EDGARwiz. This closes the current document, and starts EDGARwiz with the current document already selected for conversion.

Starting EDGARstar™ within MS Word

To start EDGARstar™ while within MS Word, click EDGARword in the main menu, then click EDGARize with EDGARstar. This saves the current document as (non-compliant) HTML, then closes the current document, and starts EDGARstar with the HTML file already opened, ready for examination. When you close EDGARstar™, this file is automatically saved in EDGAR-valid format, ready for filing.

License-Related Functions

The EDGARword™ menu option Purchase or Register provides a convenient way to purchase an EDGARword™ license (see "Purchasing EDGARsuite™") or, if already purchased, to update your registration and contact information (see "Updating your Registration").

The EDGARword™ menu option About EDGARsuite displays information about your EDGARword™ license, such as the EDGARsuite™ components licensed, the type of license, your serial number, term for free upgrades, etc.

Help on EDGARword™

Use this option to open the EDGARword section of the EDGARsuite™ Online Documentation.

EDGARstar™

Introducing EDGARstar™

This chapter provides an introduction to EDGARstar™, its basic functions and advantages.

What is EDGARstar™

EDGARstar™ is an editor that lets you edit HTML files for SEC EDGAR filing purposes, without requiring you to know any HTML. It presents a user interface very similar to what users are already used to, as offered by Microsoft Word, making it very easy to learn. It also offers significant additional functionality that is particularly useful for SEC filers.

Main Functions

EDGARstar™’s main function is to edit HTML files easily, while ensuring complete compatibility with SEC EDGAR HTML specifications and requirements [2].

· You can create an HTML filing from scratch using EDGARstar™ with no EDGARization or conversion needed, since it has all the features of a powerful word processor.

· You can save documents, spreadsheets, presentations, etc. in other applications (such as Microsoft Office or Corel Office) as HTML. These applications save using HTML coding that is not EDGAR-compliant, so the saved files are not suitable for filing. However, when you process these HTML files in EDGARstar™, they are saved back as EDGAR-compliant files. Further, you can examine and touch them up if needed while they are opened in EDGARstar™.

· You can copy and paste content from almost any Windows program (including text, formatting, images, etc.) into EDGARstar™, and can assemble a filing that way from a single source or from several sources. When the file is saved, it is automatically an EDGAR-compliant HTML file ready for filing. This lets you create SEC filings from a very wide range of sources, including PDF files, and from programs where there is no conversion available.

Although many users may use EDGARstar™ primarily for touching up of files produced as described above, you can do much more than just touching up of files. You can make fairly major changes, enter new tables, restyle the document, generate a table of contents or list of exhibits, insert or edit hyperlinks, etc., since EDGARstar™ is a full featured WYSIWYG editor.

EDGARstar™ operates stand-alone, as well as integrated with the other EDGARsuite™ components.

[2] For a detailed description of the SEC EDGAR HTML restrictions and requirements, refer to the EDGAR Filer’s Manual, which may be downloaded from http://www.sec.gov/info/edgar.shtml.

Installing & Running EDGARstar™

EDGARstar™ is installed automatically as part of EDGARsuite™ software. No further installation or setup is required.

There are a variety of ways to start EDGARstar™:

· Select EDGARstar Program from the EDGARsuite™ folder placed on your desktop.

· Click in the Widows taskbar, then select Programs » EDGARsuite » EDGARstar Program.

· Select EDGARize with EDGARstar from the EDGARword menu in Word.

· Select View/Edit a converted file after it is converted in EDGARwiz™.

· Right-click an HTML file in Windows Explorer or My Computer, then select Send To » EDGARstar.

· Drag a document to the EDGARstar™ icon.

· Copy a file and paste it on the EDGARstar™ icon.

The last four methods start EDGARstar™ with the source file open, ready to be worked on.

The EDGARstar™ Main Window

Once EDGARstar™ starts, its main window appears. The most important parts of the EDGARstar™ are shown below. Note that the latest version of EDGARstar™ may have more icons and menu options that shown in this example:

Title bar

This is the topmost bar in the main window. It displays the name of the document being worked on (or Untitled if the document has not yet been named). It also includes icons for system functions such as minimizing, maximizing or closing the main window. You can move the main window by clicking on the Title bar and dragging.

Main Menu bar

This is the top bar in the main window, just below the Title bar. It displays the main menu commands. The main menu items, which essentially are pull down menus, include the File menu, Edit menu, Insert menu, Setting menu, Format menu, Para menu, Table menu, View menu, License menu, and Help option. Each menu offers additional functions and options as available.

Three toolbars

There are three toolbars located just below the main menu bar. These toolbars are dockable, which means that they can be individually positioned at the top, left, right or bottom edge of the main window. You can click on the gripper bar (left edge) of any toolbar, and drag it to any of these positions. You can also leave any toolbar floating (as a stand-alone window) anywhere on your screen.

The Main toolbar is normally located just below the Main Menu bar. It has icons to provide quick access to many commonly used EDGARstar™ commands.

The Font toolbar is normally located to the right of the Main toolbar. It has controls that let you quickly change font and font size.

The Editing toolbar is normally located below the Main toolbar. It has icons that provide quick access to many commonly used EDGARstar™ editing commands.

Main document window

This is the large area below the toolbars, where the document is displayed and edited.

Status bar

The Status bar is located at the bottom of the main window, just below the main document area. It displays the status of various program conditions, and also includes a message area that lets you know what is currently happening or what action or function is being performed.

Scroll bars

Up and down scroll bars are available on the right side of the document window to enable you to scroll vertically up and down within your document. When appropriate, right and left scroll bars also become available on the lower portion of the document window to enable you to scroll horizontally within your document.

Overview of the Main Menu

The EDGARstar™ Main Menu provides access to most (but not all) of the program’s functions. It appears as shown below:

There are two ways to select commands from the Main Menu:

· Click the menu item.

· Use the Alt key. Most menu commands have an associated Accelerator key, which shows up as an underscored letter when you press Alt . You can execute the menu command by pressing this letter while holding down Alt .

Additionally, some commands have Shortcut Keys associated with them. A Shortcut Key is usually a character pressed in combination with Ctrl . These commands may be executed simply by pressing the Shortcut Key combination without accessing the main menu. Please see "EDGARstar™ Keyboard Shortcuts" for a listing of the shortcut keys.

Many of the main menu commands also have corresponding toolbar buttons, and may be executed by clicking those buttons. These are described later in the chapters on EDGARstar™ toolbars.

File Menu

When you open the File menu, its various options appear in a drop-down menu as shown below:

These options are discussed below.

New

Use this option to start a new blank document. The document is initially named Untitled, and you can give it a meaningful name later when saving it.

Open File

Use this option to open an existing file or document. When you select this option, the standard Windows Open dialog box is displayed. You can either type in the name of the file you with to open and click Open , or navigate to the folder where the file is located and open it by clicking it.

Save

Use this option to save your document. The first time a newly created file is saved, the standard Windows Save As dialog box is displayed. In this case, type in the file name and select the folder to save it in, then click Save . For subsequent saves, when you select this option, your file will be automatically saved without displaying this dialog box.

Save As

Use this option to save your document under a new filename. Your only option is to save it as HTML type, since you are working with an HTML editor.

Title

Use this option to enter or change the title of the document you are working on. The title is a property associated with the document you are working on. Although EDGARstar™ does not display this title in it main window, it is displayed in the browser title bar when your document is viewed in a browser such as Internet Explorer.

Validate

Use this option to check your document for EDGAR validation before filing. Besides checking your document for errors, EDGARstar™ displays a summary of changes made, and a list of the files referenced by your document. You must attach these files to your submission in order to create a valid filing which will be accepted by EDGAR.

Assemble Submission

Use this option to assemble your submission after all required files have been EDGARized. Clicking this option closes EDGARstar™ and starts EDGARpack™ with all attachments and most fields already filled in.

Print

Use this option to send a copy of your document to the printer. The standard Windows Print dialog box is displayed, where you may select your printer, select the Page Range and Number of copies, then click Print.

Print Preview

Use this option to preview the currently open document and see the way it would appear if printed.

Print Setup

This option displays the standard Windows Print Setup dialog box, which lets you select which printer to print to, and also lets you set up the printer properties if necessary.

Recent File(s)

Just below the Print command, a list of recently opened files is displayed. You may click a file in this list to quickly open and work on it.

Preferences

Use this option to set up EDGARstar™ Options and Preferences. These preferences are saved when you exit EDGARstar™, and automatically enforced the next time you start it. Please see "Preferences" for more details.

Exit

Use this option to exit EDGARstar™.

Help on File Menu

Use this option to open the File Menu section of the EDGARsuite™ Online Documentation.

Edit Menu

The Edit menu provides various options that have to do with editing the content of your document. When you open the Edit menu, its various options appear in a drop-down menu as shown below:

These options are discussed below.

Undo

Use this option to undo the last action performed by EDGARstar™. If there is no such action that can be undone, this option is grayed (disabled).

Redo

Use this option to redo the last performed Undo.

Delete

Use this option to delete what is selected in your document. If nothing is selected, using this option deletes a single character or entity located at the cursor.

Cut

Use this option to delete selected text in your document, and place it on the clipboard.

Copy

Use this option to copy selected text in your document to the clipboard.

Paste Text without Breaks

Use this option to paste unformatted text from the clipboard over whatever is selected in your document. If nothing is selected, the text is pasted into your document at the location of the cursor. With this option, line breaks are pasted as spaces.

Paste Text with Breaks

Paste Full Formatted

Use this option to paste formatted text, images and other content into your document at the location of the cursor. The source of the content may be the current document, some other open EDGARstar™ document, or an entirely different document or application such as a PDF file.

Since content pasted in this manner can potentially invalidate your filing, EDGARstar™ checks the pasted content for EDGAR validation before pasting it into the document. If any changes are made to ensure validation, a summary of the changes is displayed.

Select All

Use this option to select your entire document before performing another action on it.

Find and (Replace)

Use this option to search and find text within your document and perhaps to replace it with new text. When you select this option, the Find/Replace dialog box appears, as shown below.

Please see "Find and Replace" for more details on the workings of this dialog box.

Go To

Clicking the Go To menu item in the Edit menu brings up a list of internal targets within the open document in a dialog box like this:

This dialog box lists the internal targets (bookmarks) that have been defined in the open document. You may sort this list by location within the document or alphabetically by checking the Location or Target Name radio button respectively. To go to any of the displayed target locations, double-click it, or click it to select it, then click OK .

Help on Edit Menu

Use this option to open the Edit Menu section of the EDGARsuite™ Online Documentation.

Insert Menu

This menu is used to insert different kinds of items into your document such as symbols, images, hyperlinks, target points and horizontal lines. When you open the Insert menu, its various options appear in a drop-down menu as shown below:

These options are discussed below.

Symbol

Symbols are special characters that may be inserted into your document. There are different categories of symbols such as Typographic, Currency, Math, Fractions and Miscellaneous. These are all available from the Insert menu, under Symbol. An example of the actual symbol that will be inserted is displayed on the menu, in each symbol category.

To insert a symbol into your document:

1. Place the cursor in your document where you want the symbol to be inserted.

2. From the Insert menu, select Symbol, then the symbol category, and finally the actual symbol. For example, select Symbol » Typographic » Trademark.

3. The symbol is inserted into your document.

Image

Use this option to insert an image into your document where the cursor or selection is located. In view of the SEC’s restrictions on how images may be used in an EDGAR filing, EDGARstar™ automatically makes the following adjustments to your images if necessary:

1. If the image is not of type .JPG or .GIF, EDGARstar™ converts it to one of these formats as required by the SEC.

2. If necessary, EDGARstar™ changes the name of the image file to conform to SEC specifications.

3. The image is copied to the same folder as the document being worked on if it is not there already, and reference to its path is removed. This way the image can be easily attached from that folder to your filing.

To insert an image into your document:

1. Place the cursor in your document where you wish to insert the image.

2. From the Insert menu, select Image.

3. The Select Image File window is displayed. Navigate to the folder that contains the image file. Note: if it is not a .JPG or .GIF file, select Convertible Image files in the Files of type field.

4. Click the image file you wish to insert.

5. The image is inserted into your document. If EDGARstar™ made any adjustments such as changing the image filename or type, a message box is displayed with this information.

6. Close the message box if displayed.

Once an image has been inserted, you can change its attributes such as size, alignment, text wrap and borders (see "Image ").

Hyperlink

Use this option to insert a hyperlink into your document. When this option is selected, the Hyperlink window is displayed as shown below.

Please see "Hyperlinks" for more details on the working of this dialog box.

Target Point

Use this option to insert a target point in your document. A Target Point is basically a bookmark that can serve as the target of a hyperlink. Each target point in the document has a unique name. Hyperlinks can then refer to this target point by means of this name.

A Target Point can be inserted into your document and is given a name. This is to enable hyperlinks to link to the Target Point by referring to the name.

To insert a Target Point into your Document

1. From the Insert menu, select Target Point.

2. The Target Point Name dialog box is displayed, as shown below:

3. In the Name field, type in the name of the target point. Hyperlinks can link to this trget point by using this name.

4. Click OK when done, or press Enter . This inserts a target point of that name within your document and also closes the dialog box.

Horizontal Line

Use this option to insert a horizontal line in your document at the location of the selection or cursor.

1. Place the cursor in your document, where you want to insert a horizontal line.

2. From the Insert menu, select Horizontal line.

3. A horizontal line is inserted in your document at the cursor point.

Table

Use this option to insert a table in your document at the location of the selection or cursor. When you select this option, the Insert Table dialog box appears, as shown below.

1. Enter the number of rows and colums desired in the table in the Number of Rows and Number of Columns fields. You can add or delete rows and columns later, if necessary.

2. If you’d like the table to have borders and lines, check the Borders checkbox. You can remove, edit or add borders later, if necessary.

3. If you’d like the table to stretch across the width of the document, check the Stretch checkbox.

4. Click OK , or press Enter .

5. An empty table as per your specifications is inserted in your document at the cursor, and this dialog box is closed.

Once a blank table has been inserted, you can enter content into its cells. Please also see "Table Menu" for details on how you can made modifications to tables.

List of Exhibits

Use this option to automatically insert a list of exhibits attached to a main document in a filing. In order to do this, all exhibits must be EDGARizied first, and the main document must be EDGARized last. Further, the exhibits and main document file must reside in the same folder.

When you use this menu option, EDGARstar™ collects the document titles of all other .HTM files in the target folder, and creates a formatted list of these titles. This list is inserted into the open document at the cursor location.

Further, EDGARstar™ automatically hyperlinks each of the titles in this list to the corresponding exhibit document, thus satisfying the SEC requirement that all exhibits included in a filing be referenced in the main document.

Help on Insert Menu

Use this option to open the Insert Menu section of the EDGARsuite™ Online Documentation.

Setting Menu

The Setting menu has options to let you enter settings that will be used in future editing and formatting operations. When you open the Setting menu, its various options appear in a drop-down menu as shown below:

These options are discussed below.

Shading

Select this option to select the color that will be used for future shading operations, such as shading cells, rows and columns of tables. You also have the option to select No Color, which lets you remove existing shading from cells, rows and columns.

The current setting for Shading is always shown in the Status bar (please see "The Status Bar").

Border Lines

Use this option to select the style of border lines that will be used for future border operations, such as applying borders to cells, rows and columns of tables. You also have the option to select None, which lets you remove existing borders from cells, rows and columns.

The current setting for Border Lines is always shown in the Status bar (please see "The Status Bar").

Help on Setting Menu

Use this option to open the Setting Menu section of the EDGARsuite™ Online Documentation.

Format Menu

The Format menu has options to let you enter text format settings to decorate or undecorate selected text, or to be used in future text entry. When you open the Format menu, its various options appear in a drop-down menu as shown below:

These options are discussed below.

Font: Serif, Sans Serif and Fixed-Pitch

The first three options in the Format menu let you select the font style. The style you select is applied to text you have selected in the document. If no text has been selected, then this style is applied to the word that the cursor is in.

Since SEC filings are disseminated to the public, you should use only the most basic fonts which all computer users are guaranteed to have installed. Accordingly, EDGARstar™ uses the following fonts in response to your style selection:

· Serif – Times New Roman

· Sans Serif – Arial

· Fixed Pitch – Courier

Font: Increase/Decrease Size

The next two options in the Format menu let you increase or decrease the font size. This action applies to text you have selected in the document. If no text has been selected, it applies to the word that the cursor is in.

Text Decoration Options

The Bold, Italic, Underline, and Highlight options toggle the respective actions on text you have selected in the document. If no text has been selected, they apply to the word in which the cursor is located.

The Superscript, Subscript and Strike through options apply the respective actions on text you have selected in the document. They do not work as toggles, and may be cleared using the Unformat option.

R Tag

The R Tag option is used to insert SEC-specific <R> tags around text that you have selected in the document. The SEC has very specific guidelines regarding how these tags may be inserted. EDGARstar™ takes these guidelines into account, resulting in a filing that conforms strictly to the SEC requirements. R tags may be cleared using the Unformat option.

Unformat

Use this option to remove formatting from selected text. If no text is selected, formatting is removed from the word that the cursor is in.

Remove Ordinal Superscripts

Some word processors, notably Microsoft Word, superscript ordinal indicators. For example, in 1^st, the ordinal indicator st is superscripted. In some browsers, such as Internet Explorer, superscripts result in uneven line spacing. To avoid such unevenness, you may remove superscripting from all ordinal indicators in your document by selecting the Remove Ordinal Superscripts option. This will display 1^st as 1st, 2^nd as 2nd, etc., but the line spacing will now appear even when viewed in a browser.

Note that the Remove Ordinal Superscripts operation applies to the entire document, and it cannot be undone.

Block

Use this option to enclose the selected text in an HTML <DIV> block tag. EDGARstar™ encloses the selection in a <DIV> block with a starting width of 400 pixels. You can then alter the width of the block by dragging the grab nodes on the hatched block border, or by right-clicking within the block and adjusting the DIV tag style (see "Nudge Attributes & Styles").

Help on Format Menu

Use this option to open the Setting Menu section of the EDGARsuite™ Online Documentation.

Para Menu

The Para menu has options for editing different attributes of paragraphs and headings in your document, such as gaps around paragraphs, first line indents, line spacing, character spacing and paragraph font size.

You can edit the attributes for a single paragraph or multiple paragraphs at a time. Before choosing an option from the Para menu, you should select the paragraph(s) whose attributes you wish to edit.

· To select a single paragraph, place the cursor anywhere in it. You do not have to make any selection. If you do make a selection, it should be entirely within that paragraph.

· To select multiple paragraphs, drag the cursor over their contents so that some or all of each paragraph is selected.

When you open the Para menu, its various options appear in a drop-down menu as shown below:

These options are discussed below.

Convert Selection

Use this option to convert selected text to a paragraph, i.e., enclose it in <P>… </P> tags. If you are editing HTML produced by EDGARwiz™, all text is already enclosed in <P> tags. However, this option is useful if you happen to be working with text that does not have <P> tags. The advantage of <P> tags is that you can then apply paragraph-level formatting to the text.

EDGARstar™ does not execute this option if the selected text is already enclosed in <P> tags. This way, nested <P> tags are avoided.

Edit/Nudge Properties

Use this option to interactively adjust certain paragraph attributes by either entering their values, or nudging them. When you select this option, the Paragraph Attributes window appears, as shown below:

You can edit or nudge the gaps around the selected paragraph, its first line indent, line spacing and character spacing. You can also adjust the base font size of the paragraph. This process also works for each selected paragraph if multiple paragraphs have been selected.

Please see "Paragraph Properties" for a detailed description of how the Paragraph Attributes window is used to edit or nudge paragraph properties.

Justify Left

Use this option to left-align the paragraph(s) selected in the document window.

1. First select one or more paragraphs.

2. From the Para menu, select the Justify Left option to change the alignment to left.

3. The paragraph is left-aligned.

Justify Center

Use this option to center the paragraph(s) selected in the document window.

1. First select one or more paragraphs.

2. From the Para menu, select the Justify Center option to change the alignment to center.

3. The paragraph is centered.

Justify Right

Use this option to right-align the paragraph(s) selected in the document window.

1. First select one or more paragraphs.

2. From the Para menu, select the Justify Right option to change the alignment to right.

3. The paragraph is right-aligned.

Justify Full

Use this option to full-justify (left- and right-align) the paragraph(s) selected in the document window.

1. First select one or more paragraphs.

2. From the Para menu, select the Justify Full option to change the alignment to full-justify.

3. The paragraph text is full-justified.

Justification Radio Button

When you position the cursor in a paragraph, a radio button on the Para menu automatically shows the current justification of the paragraph. If you select multiple paragraphs, the radio button shows the current justification of only the first paragraph.

Borders

Use this option to apply or remove borders on one or more sides of the selected paragraph(s). Borders are applied in the style last selected from the Setting menu (see "Border Lines").

Shade

Use this option to apply or remove background shading on the selected paragraph(s). The shading is applied in the color or style last selected from the Setting menu (see "Shading").

Help on Para Menu

Use this option to open the Para Menu section of the EDGARsuite™ Online Documentation.

Table Menu

This menu offers options that enable you to edit tables in your document. It has options for adding and deleting columns and rows to your tables. You can change the width and height of the tables or the size of the cells, rows and columns in the tables. You can add borders and shading to the table or to its cells, rows and columns. You can also align the table position or the table contents, as well as the rows, columns and cells.

When you open the Table menu, its various options appear in a drop-down menu as shown below:

These options are discussed below.

Insert

Use this option to insert a row or one or more columns in a table within your document. When you select this option, a sub-menu appears as shown below:

· To insert a row, place the cursor in an existing row where you want a new row inserted. Then select Row – Above or Row – Below from this sub-menu to insert a new row above or below the selected row.

· To insert a single column, place the cursor in an existing column where you want a new column inserted. Then select Column(s) – Left or Column(s) – Right to insert a new column to the left or right of the selected column.

· To insert multiple columns, select a range of horizontal cells in any row, equal to the number of columns you wish to insert. Then select Column(s) – Left or Column(s) – Right to insert new columns to the left or right of the selected columns.

Delete

Use this option to delete one or more rows or columns in a table within your document. When you select this option, a sub-menu appears as shown below:

· To delete a row, place the cursor anywhere within that row. Then select Row(s) on the sub-menu.

· To delete several rows, drag the cursor to select a range of cells covering at least one cell in each row to be deleted. Then select Row(s) on the sub-menu.

· To delete a column, place the cursor anywhere within that column. Then select Column(s) on the sub-menu.

· To delete several columns, drag the cursor to select a horizontal range of cells spanning each column to be deleted. Then select Columns(s) on the sub-menu.

Size

Use this option to make changes to the size attributes of the table, or its rows, columns or cells. You can change the width and height of the table, the height of rows within the table, or the widths of columns or cells in the table. You can also set the table or its columns to autosize (i.e., adjust themselves to their contents), or stretch the table across the entire available width of the page.

When you select this option, a sub-menu appears as shown below:

Autosize Table

Select Autosize Table to float all the columns in the table, i.e., let every column adjust itself to its contents. If the table does not have much text included, this can result in a very narrow table.

Stretch Table Width

Select Stretch Table Width to float all the columns in the table, but have the table stretch across the entire available width of the page or screen width.

Autosize Column(s)

Select Autosize Column(s) to float one or more columns in the table, i.e., let those columns adjust themselves to their contents.

To autosize a single column:

1. Place the cursor within any cell in that column.

2. Select Table » Size » Autosize Column(s).

3. The selected column is autosized.

To autosize multiple columns:

1. Drag the cursor to select a horizontal range of cells in any row, spanning the columns to be autosized.

2. Select Table » Size » Autosize Column(s).

3. The selected columns are autosized.

Set/Nudge Width and Height

The last three options in the Table » Size sub-menu let you set or visually nudge the table height and width, the heights of selected rows, and the widths of selected columns or cells. When you select any of these options, the Table Attributes window appears, as shown below:

You can edit or nudge the height and width of the table or its rows, columns or cells using this window. Please see "Table Properties" for a detailed description of how this window is used to edit or nudge these properties.

Borders

Use this option to apply or remove borders on one or more sides of the selected table, row, column or cell. Borders are applied in the style last selected from the Setting menu (see "Border Lines").

When you select this option, a sub-menu appears as shown below:

You can apply borders in the specified style to any side of the cell, row, column or table that the cursor is in by selecting the appropriate sub-menu option. In the case of a table, you can also apply inside border lines (horizontal and/or vertical).

You can also remove all border lines from a table by selecting the Table » Borders » Remove option.

Shade

Use this option to apply or remove background shading on the selected table, or one or more selected row(s), column(s) or cell(s). Shading is applied in the style last selected from the Setting menu (see "Shading").

When you select this option, a sub-menu appears as shown below:

The sub-menu options let you shade just about any range that would practically be needed.

· To shade a single cell, position the cursor in that cell and select Shade Cell(s).

· To shade a range of horizontal cells in a row, drag the cursor over those cells, and select Shade Cell(s).

· To shade a single row, position the cursor in that row and select Shade Row(s).

· To shade a range of adjacent rows, drag the cursor over a range of cells such that at least one cell in each desired row is selected. Then select Shade Row(s).

· To shade a single column, position the cursor anywhere in that column and select Shade Column(s).

· To shade a range of adjacent columns, drag the cursor over a horizontal range of cells in any row, spanning the desired columns. Then select Shade Column(s).

· To shade the entire table, position the cursor anywhere in the table and select Shade Table.

· To shade selected rows in an alternating manner, drag the cursor over a range of cells such that at least one cell in each desired row is selected. Then select Shade Alternating Rows – Selected.

· To shade all rows below a selected row in an alternating manner, position the cursor anywhere in the topmost row to be shaded. Then select Shade Alternating Rows Below.

· To shade all rows in the table in an alternating manner, position the cursor anywhere in the table, and select Shade Alternating Rows – All.

· To shade selected columns in an alternating manner, drag the cursor over a horizontal range of cells in any row, spanning the desired columns. Then select Shade Alternating Column(s) - Selected.

· To shade all columns to the right of a selected column in an alternating manner, position the cursor anywhere in the leftmost column to be shaded. Then select Shade Alternating Columns - Right.

· To shade all columns in the table in an alternating manner, position the cursor anywhere in the table, and select Shade Alternating Columns – All.

· To remove all shading from a table, position the cursor anywhere in the table, and select Remove Shading from Table.

Align

Use this option to align the table horizontally on the page, or to align the table contents. When this option is selected, a sub-menu appears as follows:

· Select Table Position to position the table horizontally on the page. The following positions are available:

o Left

o Center

o Stretch across the page width

o Left (with text wrapping around the table on the right)

o Right (with text wrapping around the table on the left)

· Select Table Contents to align the contents of all the cells in the table. Within each cell, the text may be horizontally aligned left, center, right or justified, and vertically aligned top, middle or bottom.

· Select Row(s) Contents to align the contents of all the cells in one or more rows of the table. Within each cell, the text may be horizontally aligned left, center, right or justified, and vertically aligned top, middle or bottom. To align the contents of cells in a single row, position the cursor anywhere in that row before selecting this option. To align the contents of cells in multiple adjacent rows, drag the cursor over a range of cells such that at least one cell from each desired row is selected before selecting this option.

· Select Column(s) Contents to align the contents of all the cells in one or more columns of the table. Within each cell, the text may be horizontally aligned left, center, right or justified, and vertically aligned top, middle or bottom. To align the contents of cells in a single column, position the cursor anywhere in that column before selecting this option. To align the contents of cells in multiple adjacent columns, drag the cursor over a horizontal range of cells in any row, spanning the desired columns, before selecting this option.

· Select Cell(s) Contents to align the contents of selected cells in the table. Within each cell, the text may be horizontally aligned left, center, right or justified, and vertically aligned top, middle or bottom. To align the contents of a single cell, position the cursor within that cell before selecting this option. To align the contents of a range of cells, drag the cursor over that range before selecting this option.

Merge

Use this option to merge table cells horizontally, with a wide range of options. EDGARstar™ does not have options for merging vertically, since it is not used in SEC EDGAR filings. However, if the HTML file was already created with vertically merged cells (e.g., by EDGARwiz™) EDGARstar™ leaves the vertical merging intact.

When this option is selected, a sub-menu appears as follows:

· To merge a cell with the one on its right, select Merge Right.

· To merge a horizontal range of cells, drag the cursor over the range to select them. Then, select Merge Selected Cells.

· To merge a horizontal range of cells and also center the content of the resulting merged cell, drag the cursor over the range of cells to be merged to select them. Then, select Merge Selected & Center.

· To merge all the cells in a row (i.e., convert the row to one single cell), place the cursor anywhere in that row and select Merge Row.

· To merge all the cells in a row (i.e., convert the row to one single cell) and also center the content of the resulting merged cell, place the cursor anywhere in that row and select Merge Row & Center.

Split Merged Cell

To split a merged cell back to its individual cells, place the cursor anywhere in the merged cell, and then select this option. If the cursor is not in a merged cell, EDGARstar™ issues an error notification box and does nothing.

Help on Table Menu

Use this option to open the Table Menu section of the EDGARsuite™ Online Documentation.

View Menu

This menu lets you customize how your document is displayed in the EDGARstar™ window. When you open the View menu, its various options appear in a drop-down menu as shown below:

These options are discussed below.

View Toolbars

The first four options in the View menu let you select which toolbars you wish to display. You can toggle the display of any toolbar by selecting it on this menu. Toolbars which are displayed have a checkmark next to them.

Table Border Guides

This feature is used to show border lines of all tables in a document, including the inside lines of a table. These lines are shown in the form of a light blue grid. This is to enable you to easily view and edit the tables, and adjust the items in them.

From the View menu, select the Table Border Guides option to toggle this feature on or off. When this feature is turned on and table border guides are being displayed, a checkmark is placed next to this option on the View menu.

Show or Hide HTML Tags

The next three options in the View menu let you display or hide icons for all or some of the HTML tags in your document. Users with some knowledge of HTML find this feature useful to understand the structure of their document.

A radio button on this menu identifies which of the three options is active. For example, if icons for all HTML tags are being displayed, the option Show All HTML Tags has a radio button next to it.

When an icon for a tag is displayed, clicking that icon selects the entire HTML element represented by that tag. This is a convenient way to select a complex element such as a division or a table.

Show All or No Tags

· To show icons for all tags, select Show All HTML Tags.

· To hide the icons for all tags, select Show No HTML Tags.

Show Selected Tags

To show icons for only selected categories of tags, select Show Selected Tags. This causes a sub-menu to appear, as shown below:

You may toggle the visibility of one or more categories of tags by selecting them in this sub-menu. Any category of tags which is visible has a checkmark next to it on the menu. The different categories are:

· Text Decoration - These tags refer to character formatting tags such as font, bold, underline, etc.

· Paragraph/Heading - These refer to the paragraph and heading (<P> and <H>) tags.

· Lists - These refer to all list tags such as <UL> and <LI>.

· Table/Div - These refer to all table and division tags.

· <R> Tags - These refer to the SEC-specific R tags for revision marking

· Miscellaneous - These refer to all other tags not covered in the above categories.

Screen Width

This refers to setting up the screen width for some standard screen sizes to enable you to check how your document looks in different screen widths.

From the view menu, select the Screen Width option, and then select the screen size you want to view your document in. You may select 640, 800, 1024, 1152, 1280, 1400, 1600, 1680 or other such screen widths (in pixels) as offered on the View menu. A radio button appears next to the width selected and your document is displayed in that screen size. If you change the screen width by resizing the EDGARstar™ window manually and set the screen to a width that is not one of the standard ones offered on the View menu, then no radio button is displayed.

Help on View Menu

Use this option to open the View Menu section of the EDGARsuite™ Online Documentation.

License Menu

This menu lets you manage your EDGARsuite™ license, and looks like this:

About EDGARsuite™

The menu option About EDGARsuite displays information about your EDGARword™ license, such as the EDGARsuite™ components licensed, the type of license, your serial number, term for free upgrades, etc.

Purchase or Register

The menu option Purchase or Register provides a convenient way to purchase an EDGARword™ license (see "Purchasing EDGARsuite™") or, if already purchased, to update your registration and contact information (see "Updating your Registration").

Help on License Menu

Use this option to open the License Menu section of the EDGARsuite™ Online Documentation.

Help Menu Option

The last option in the EDGARstar™ Main Menu is the Help option. This option does not have any menu associated with it. Use this option to open the EDGARstar section of the EDGARsuite™ Online Documentation.

Overview of the Toolbars

There are three toolbars located just below the main menu bar (see "The EDGARstar™ Main Window"). They are the Main Toolbar, the Font toolbar and the Editing toolbar. These toolbars contain buttons, menus, drop-downs or a combination of these elements to offer quick access various commands or functions.

At the bottom of the EDGARstar™ window is the Status bar. It contains panes that provide you information about what the program is doing, and the status of various EDGARstar™ settings.

These toolbars and the status bar are described in the following chapters.

The Main Toolbar

By default, this toolbar is located just below the main menu bar, and appears as shown below.

It contains various buttons for executing functions or commands. Each of these buttons is described below.

	Use this button to open a new blank document. It performs the same function as File » New.
	Use this button to open an existing file or document. The Open dialog box is displayed where you navigate to the folder and file you wish to open. This button performs the same function as File » Open.
	Use this button to save your document. The Save As dialog box is displayed if you are saving a document for the first time. Select the folder and enter the file name for your document to save it. This button performs the same function as File » Save.
	Use this button to cut selected text from your document, and placed on the clipboard. It performs the same function as Edit » Cut.
	Use this button to make a copy of the selected text from your document in order to paste it elsewhere. A copy of the text is placed on the clipboard, ready to be pasted into your document. It performs the same function as Edit » Copy.
	Use this button to paste the cut or copied text from the clipboard into your document. It performs the same function as Edit » Copy Text.
	Use this button to undo your last editing action. It performs the same function as Edit » Undo.
	Use this button to reverse the last undo action. It performs the same function as Edit » Redo.
	Use this button to delete the selected text. If no text is selected, it deletes one character at the cursor location. It performs the same function as Edit » Delete, or pressing Del .
	Use this button to find particular text and optionally to replace it with new text. It brings up the Find/Replace dialog box. It performs the same function as Edit » Find (and Replace).
	Use this button to toggle the display of all HTML tags between on and off. This button appears depressed when tag display is on, and has a normal appearance when tag display is off.
	Use this button to toggle the display of table border guides (table grid) between on and off. This button appears depressed when the border guides display is on, and has a normal appearance when it is off.
	Use this button to set the screen width to 1024, which is the most common width, as most web pages are designed to be viewed as 1024 screen width. It performs the same function as View » Screen Width » 1024. This button appears depressed if the screen width is set to 1024, and has a normal appearance otherwise.
	Use this button to validate or check your document for EDGAR compatibility, and also to see a list of files to be attached to the submission. It performs the same function as File » Validate.
	Use this button to print your document. A Print dialog box is displayed, where you can select the printer, number of copies, etc. This button performs the same function as File » Print.
	Use this button to bring up the online documentation. It performs the same function as Help » Online Manual.

The Editing Toolbar

By default, the Editing toolbar is located just below the Main toolbar, and appears as shown below.

It offers various options for editing and formatting the text in your document. It has options for character level formatting, block and list formatting, paragraph alignment, table formatting and image and hyperlink options. It contains various buttons for executing functions or commands. Each of these buttons is described below.

	Use this button to toggle boldface on the selected text in your document. If no text is selected, it applies to the word in which the cursor is located. The appearance of this button indicates whether or not the selected text is currently boldfaced. This button performs the same function as Format » Bold.
	Use this button to toggle italics on the selected text in your document. If no text is selected, it applies to the word in which the cursor is located. The appearance of this button indicates whether or not the selected text is currently in italics. This button performs the same function as Format » Italics.
	Use this button to toggle underline on the selected text in your document. If no text is selected, it applies to the word in which the cursor is located. The appearance of this button indicates whether or not the selected text is currently underlined. This button performs the same function as Format » Underline.
	Use this button to toggle highlighting on the selected text in your document. If no text is selected, the it applies to the word in which the cursor is located. The appearance of this button indicates whether or not the selected text is currently highlighted. This button performs the same function as Format » Highlight.
	Use this button to apply the superscript format to selected text in your document. It performs the same function as Format » Superscript. This button does not toggle, and is disabled if selected text is already superscripted. This format may be removed using Unformat.
	Use this button to apply the subscript format to selected text in your document. It performs the same function as Format » Subscript. This button does not toggle, and is disabled if selected text is already subscripted. This format may be removed using Unformat.
	Use this button to apply color to the selected text. If no text is selected, it applies to the word in which the cursor is located. A standard Windows Color Selection dialog box is displayed, where you can select the text color.
	Use this button to place the SEC-specific <R> tags (revision tags) around selected text in your document. It performs the same function as Format » R Tag. This button does not toggle, and is disabled if selected text is already within R tags. R tags may be removed using Unformat.
	Use this button to remove all formatting from the selected text in your document. If no text is selected, it applies to the word in which the cursor is located. It performs the same function as Format » Unformat.
	Use this button to apply an HTML block format to the selected paragraph or paragraphs. When you click this button, a drop-down menu displays a list of the available block formats. The current block format is shown with a checkmark next to it. For example, you can apply heading style to a paragraph by using the <H> tag.
	Use this button to convert selected paragraphs to a numbered list.
	Use this button to convert selected paragraphs to a bulleted list.
	Use this button to outdent the selected paragraph text. If the selected paragraph text is a list, it will decrease the list level.
	Use this button to indent the selected paragraph text. If the selected paragraph text is a list, it will increase the list level.
	Use this button to left-align the text in selected paragraphs.
	Use this button to center the text in selected paragraphs.
	Use this button to right-align the text in selected paragraphs.
	Use this button to full-justify the text in selected paragraphs.
	Use this button to apply background color shading the selected table cell or cells. It works the same way as Table » Shading » Shade Cell(s) (please see "Table Menu").
	Use this button to alternately shade rows in a table, starting with the row that the cursor is in and proceeding below till the end of the table. It works the same way as Table » Shading » Shade Alternating Rows – Below (please see "Table Menu").
	Use this button to apply a single-line bottom border below one or more cells selected in a row. This is particularly useful for creating a “sub-total” line in financial tables.
	Use this button to apply a double-line bottom border below one or more cells selected in a row. This is particularly useful for creating a “total” line in financial tables.
	Use this button to insert a row in a table, above the row in which the cursor is located. It performs the same function as Table » Insert » Row – Above (please see "Table Menu").
	Use this button to insert one or more columns in a table, to the left of the column(s) in which the cursor or selection is located. It performs the same function as Table » Insert » Column(s) - Left (please see "Table Menu").
	Use this button to merge a horizontal range of selected cells. It performs the same function as Table » Merge » Merge Selected Cells (please see "Table Menu").
	Use this button to insert an image into your document. It performs the same function as Insert » Image (please see "Insert Menu").
	Use this button to insert or edit a hyperlink in your document. It performs the same function as Insert » Hyperlink (please see "Insert Menu").

The Font Toolbar

By default, the Font toolbar is located to the right of the Main toolbar, and appears as shown below.

It contains two dropdown boxes/edit fields, which let you specify the font name and font size of selected text in your document.

· The leftmost field specifies the font family to be used for selected text. If no text is selected, the setting applies to the word in which the cursor is located. You may type in the name of the font you wish (e.g., Arial), or you may click to drop down a list of fonts from which you may click and select the desired one.

· The second field specifies the font size to be used for selected text. If no text is selected, the setting applies to the word in which the cursor is located. You may type in the font size you wish (e.g., 8.5 pt), or you may click to drop down a list of font sizes from which you may click and select the desired size.

Many HTML editors use the HTML relative font size (1 to 7) to select font size. The disadvantage of this approach is that the font size displayed on a user’s computer depends on the user’s browser settings. As a result, your document may not display as you intended. By contrast, EDGARstar™ lets you specify the font size in absolute points, which does not vary with the user’s browser settings. Your document therefore appears as you intended it to, irrespective of the user’s browser settings.

The Status Bar

The Status Bar is not strictly a toolbar, in the sense that it does not provide buttons or fields for performing actions. Rather, it contains panes, which are regions within the status bar where information is displayed. The status bar appears at the bottom of the EDGARstar™ window as shown below:

The various panes in this status bar are as follows:

· The leftmost pane is a message pane – it displays messages from EDGARstar™ that inform you about what the program is doing. In the example display above, the message states Done, indicating that EDGARstar™ has finished performing some action. This pane also serves to provide a one-line description about menu items or toolbar buttons or controls. This description is displayed when you hover the mouse over a menu item or toolbar control.

· The second pane displays the current background shading color, with the text Shading superimposed on it. If No Shading has been selected, this text is not displayed. Please see "Setting Menu" for instructions on setting the background shading.

· The third pane displays the current border lines style setting. In the example display shown above, a single-line border has been selected. Please see "Setting Menu" for instructions on setting the border lines style.

· The next three panes display the status of the Caps Lock , Num Lock , and Scroll keys. These are “toggle” keys, whose state is on or off. An on state is denoted by the caption CAP, NUM or SCRL appearing in these panes. If a caption does not appear, it means the corresponding state is off. For example, in the above example display, the Num Lock state is on, while the Caps Lock and Scroll states are off.

Working in the Document Window

Word Processor users will be very comfortable working with the EDGARstar™ document window, since it presents a very similar user interface. You must remember, however, that EDGARstar™ is working with an HTML file, not a word processing document. Further, the HTML is constrained by SEC EDGAR requirements, which places further restrictions on the operations that can be performed. This results in a few peculiarities, which are outlined in this chapter.

Selecting Table Columns

In a word processor such as Word, you can select table columns by clicking just above the columns, and then perform operations on the column such as changing their alignment or formatting. Similar operations can be performed in EDGARstar™ as well, however the manner of selecting the columns is different. See "Table Menu" for more details.

The DIV tag marquee

Normally, when an HTML document is viewed in a browser, it is resized according to the browser window. HTML block elements, such as the <DIV> element with a specified width, may be used to override this behavior. In fact, EDGARwiz™ uses this approach to match the width of the displayed HTML filing to the page width of the original word processing document.

When a DIV tag is used in this manner, EDGARstar™ displays a marquee around it. This is a hatched border around the enclosed block, with grab nodes at the corners. You can resize this block (e.g., change the page width) by clicking and dragging these nodes.

Table and Image marquees

When you click inside a table or image, EDGARstar™ displays a marquee around it. The marquee is a hatched border around the table or image, with grab nodes at the corners. You can resize the table or image simply by clicking and dragging these nodes. You can also move the entire table or image to a new location by clicking the marquee somewhere not on a node and dragging it.

Left Click with Alt Key

Holding down Alt when clicking the left mouse button selects the content of the innermost HTML element within which the click point is enclosed. This is called an Alt Click, and provides a quick way to select the content of an HTML tag.

Under certain conditions, you may find that you are unable to position the mouse cursor within some text, or select that text by left-clicking. This happens if there is a “layer” of text on top of the text that you are trying to select. In ths case, text in the top layer gets selected instead. It is as if the text you are trying to select is shielded by the layer above it. This behavior sometimes shows up in HTML produced by EDGARwiz™ when two lines or paragraphs are adjusted to appear side by side by stacking one on top of the other. The text on the left is “shielded” by the text on the right. When you click within the left paragraph, the cursor moves instead into the right paragraph. In such a situation, you can use Alt Click (i.e., hold down Alt when left-clicking) to force selection of the shielded text.

No Ruler

Word Processor users are used to a ruler at the top of the document window. This single most important function of this ruler is to manage and view tab stops. HTML does not support tab stops, and a ruler in an HTML editor does not provide much functionality. EDGARstar™ does not present a ruler in its document window.

Right-Click Menus

A Right-Click Menu is a pop-up menu that appears when you right-click text or an element in your document. It provides useful relevant options based on what is right-clicked, and whether or not any text has been selected.

Right-Click Selected Text

If you select text in your document and right-click it, the following pop-up menu appears:

These menu options are the same as some of the options in the Edit menu (see "Edit Menu"). However, it is a lot more convenient to access them with a right-click than it is by going to the main menu.

Right-Click with no text selected

If no text has been selected, the pop-up menu that appears is an enhanced menu, which lists the standard edit options as well as a list of all HTML tags within which the document content at the cursor is enclosed. For example, if the cursor is located in a table cell, the right-click menu may appear something like this:

Note that the lower part of this menu consists of the standard edit options. The upper part lists all the tags enclosing the part of the document where the cursor is located, from the innermost to outermost tags. In this case, the cursor is located in text which is enclosed in boldface tags <B> within a paragraph <P>, which is in a table cell <TD>, which is in a table row <TR>, which is in a table <TABLE>. You may now select any of these tags, and perform a variety of editing and formatting operations on the content enclosed within that tag.

As you move the mouse over the different tags displayed in the right-click menu, the document content represented by tag under the mouse cursor is highlighted. This lets you easily identify the document content that the tag refers to, and you can click any tag whose content you wish to work on.

Once you click a tag, a sub-menu appears listing the various operations that are relevant to that tag and its content. In the above example, clicking Paragraph <P> brings up a sub-menu as shown below:

You may now click any option in the sub-menu to perform the associated action on the selected <P> tag and its content. For example, you could click Nudge First Line Indent to visually adjust the first-line indentation of that paragraph.

Select Tag Content

The first sub-menu option available for every HTML tag is Select. Selecting this option closes the right-click menu, but leaves the tag and its contents selected. You may then perform any operation on this selected text, just as you would if you had selected that text yourself.

The other right-click sub-menu options for various HTML tags are listed below.

View/Edit Attributes & Styles

Many HTML tags have attributes and CSS styles associated with them. You can use EDGARstar™ to format text, images and content without any knowledge about these attributes and styles, since EDGARstar™ automatically sets attributes and styles as necessary to achieve the desired formatting. However, knowledgeable users may prefer to be able to edit or specify these attributes and styles explicitly.

Tags where attributes and styles are relevant provide a right-click sub-menu option called View/Edit Attributes & Styles. Selecting this option opens up an Attributes & Styles dialog box described later, where you can add or delete attributes or styles, and can adjust their values by entering directly or by nudging with arrow keys.

Nudge Attributes & Styles

This right-click sub-menu option works like the previous option (see "View/Edit Attributes & Styles"), except that the Attributes and Styles dialog box (described later) is opened in nudge mode rather than edit mode.

Text Decoration Tags

Text Decoration tags are those that enhance the appearance of text. They include:

· <STRONG>(usually displayed as boldface)

· <B>(boldface)

· <EM> (emphasized)

· <I> (italics)

· <U> (underline)

· <SUP> (superscript)

· <SUB> (subscript)

· <R> (SEC-specific Revision tag)

The sub-menu options available for these tags are:

Select Tag Content – Please see "Select Tag Content".

View/Edit Attributes and Styles – Please see "View/Edit Attributes & Styles".

Nudge Attributes and Styles – Please see "Nudge Attributes & Styles".

Remove – removes the tag but leaving the content intact. In effect, this removes the text decoration represented by the tag but otherwise leaves the content intact.

Image Tag <IMG>

The sub-menu options for the <IMG> tag let you adjust image attributes. The available options are:

Select Tag Content – Please see "Select Tag Content".

View/Edit Attributes and Styles – Please see "View/Edit Attributes & Styles".

Nudge Attributes and Styles – Please see "Nudge Attributes & Styles".

Align Left (wrap right) – aligns the image to the left of the page, with text wrapping around it on the right.

Align Center (wrap) – aligns the image to the center of the page, with text wrap

Align Right (wrap left) – aligns the image to the right of the page, with text wrapping around it on the left

Inline Top-aligned – places the image inline with text, the top of the image aligned with the top of the line of text in which the image is located.

Inline Middle-aligned – places the image inline with text, the middle of the image aligned with the middle of the line of text in which the image is located.

Inline Bottom-aligned – places the image inline with text, the bottom of the image aligned with the baseline of the line of text in which the image is located.

Border – None – specifies no border around the image

Border – Thin – provides a quick way to place a 1-pixel black border around the image.

Border – Thick – provides a quick way to place a 5-pixel black border around the image.

Edit Properties – Opens the Image Properties dialog box, letting you visually edit image attributes. See "Image " for details.

Nudge Size - Opens the Image Attributes dialog box in “nudge” mode, with the Lock checkbox checked so that height and width can be changed in sync, thus changing the image size while preserving the aspect ratio. See "Image " for details.

Nudge Height/Width - Opens the Image Attributes dialog box in “nudge” mode, with the Lock checkbox unchecked so that height and width can be changed independently. Use the up and down arrow keys to change the height, and left and right arrow keys to change the width. See "Image " for details.

Nudge Top/Left Gap - Opens the Image Attributes dialog box in “nudge” mode, ready to visually adjust the gaps above and to the left of the image. Use the up and down arrow keys to change the top gap, and left and right arrow keys to change the left gap. See "Image " for details.

Nudge Bottom/Right Gap - Opens the Image Attributes dialog box in “nudge” mode, ready to visually adjust the gaps below and to the right of the image. Use the up and down arrow keys to change the bottom gap, and left and right arrow keys to change the right gap. See "Image " for details.

Nudge Border Thickness - Opens the Image Attributes dialog box in “nudge” mode, ready to visually adjust the border thickness. Use the up or right arrow keys to increase the border thickness, and the left or down arrow keys to decrease it. Decreasing the thickness to zero removes the border. See "Image " for details.

Delete - deletes the image

Hyperlink Tag <A>

The sub-menu options for the <A> tag let you edit and work with hyperlinks. The following options are available:

Select Tag Content – Please see "Select Tag Content".

View/Edit Attributes and Styles – Please see "View/Edit Attributes & Styles".

Nudge Attributes and Styles – Please see "Nudge Attributes & Styles".

Edit Hyperlink – Opens the Hyperlink Attributes window, letting you edit the hyperlink. See "Hyperlinks" for more details.

Go to Target – This option opens the target referenced by the hyperlink in a new window if the hyperlink is to an external target, or jumps to the target if the link is to an internal target

Remove – Deactivates the hyperlink. This removes the <A> tag, and leaves the content visible as ordinary text.

Paragraph and Heading Tags <P>, <Hx>

The sub-menu options for the <P> and <Hx> tags let you edit paragraph attributes. The following options are available:

Select Tag Content – Please see "Select Tag Content".

View/Edit Attributes and Styles – Please see "View/Edit Attributes & Styles".

Nudge Attributes and Styles – Please see "Nudge Attributes & Styles".

Edit Properties – Opens the Paragraph Properties dialog box, letting you visually edit paragraph properties. See "Paragraph Properties" for details.

Nudge Top/Left Gap - Opens the Paragraph Properties dialog box in “nudge” mode, ready to visually adjust the gaps above and to the left of the paragraph. Use the up and down arrow keys to change the top gap, and left and right arrow keys to change the left gap. See "Paragraph Properties" for details.

Nudge Bottom/Right Gap - Opens the Paragraph Properties dialog box in “nudge” mode, ready to visually adjust the gaps below and to the right of the paragraph. Use the up and down arrow keys to change the bottom gap, and left and right arrow keys to change the right gap. See "Paragraph Properties" for details.

Nudge First Line Indent - Opens the Paragraph Properties dialog box in “nudge” mode, ready to visually adjust the first-line indent of the paragraph. Use the up or right arrow keys to increase this indent, and down or left arrow keys to decrease it. The first-line indent may be made positive, zero, or negative. A zero value means that there is no first-line indent; a positive value corresponds to an indent, while a negative value corresponds to an outdent (as in a hanging indent). See "Paragraph Properties" for details.

Nudge Line and Character Spacing - Opens the Paragraph Properties dialog box in “nudge” mode, ready to visually adjust the paragraph’s line and character spacing. Use the up and down arrow keys to change the line spacing, and left and right arrow keys to change character spacing. See "Paragraph Properties" for details.

Nudge Font Size - Opens the Paragraph Properties dialog box in “nudge” mode, ready to visually adjust the paragraph’s base font size. Use the up or right arrow keys to increase this font size, and down or left arrow keys to decrease it. See "Paragraph Properties" for details.

Table Cell Tags <TD>

The sub-menu options for the <TD> tag let you edit table cell properties. The following options are available:

Select Tag Content – Please see "Select Tag Content".

View Attributes and Styles – Selecting this option opens up an Attributes & Styles dialog box described later, where you can view the attributes and styles applied to this tag.

Edit Properties – Opens the Table Cell Properties dialog box, letting you visually edit table cell properties. See "Cell and Column Properties" for details.

Nudge Cell Size - Opens the Table Cell Properties dialog box in “nudge” mode, ready to visually adjust the cell size (height and width). Use the up and down arrow keys to change the height, and left and right arrow keys to change the width. See "Cell and Column Properties" for details.

Align Content – Left – Left-aligns the cell’s contents.

Align Content – Center – Centers the cell’s contents horizontally.

Align Content – Right – Right-aligns the cell’s contents.

Align Content – Top – Top-aligns the cell’s contents.

Align Content – Middle – Centers the cell’s contents vertically.

Align Content – Bottom – Bottom-aligns the cell’s contents.

Line Below – None – Removes the border line below the cell, if any.

Line Below – Dotted – Places a dotted border line below the cell

Line Below – Dashed – Places a dashed border line below the cell

Line Below – Single – Places a single border line below the cell

Line Below – Double – Places a double border line below the cell

Line Below – Thick – Places a thick border line below the cell

Shade this Cell – Shades the cell, using the shading color/style currently selected from the Settings menu. The currently selected shading color and style are shown in the Shading pane of the status bar. See "Shading", and "The Status Bar".

Shade this Column - Shades the table column containing the cell, using the shading color/style currently selected from the Settings menu. The currently selected shading color and style are shown in the Shading pane of the status bar. See "Shading", and "The Status Bar".

Shade Alternating Columns Right – Alternately shades the table columns to the right of and including the one containing the cell, using the shading color/style currently selected from the Settings menu. The currently selected shading color and style are shown in the Shading pane of the status bar. See "Shading", and "The Status Bar".

Table Row Tags <TR>

The sub-menu options for the <TR> tag let you edit table row properties. The following options are available:

Select Tag Content – Please see "Select Tag Content".

View Attributes and Styles – Selecting this option opens up an Attributes & Styles dialog box described later, where you can view the attributes and styles applied to this tag.

Edit Properties – Opens the Table Row Properties dialog box, letting you visually edit table row properties. See "Row Properties" for details.

Nudge Row Height - Opens the Table Row Properties dialog box in “nudge” mode, ready to visually adjust the row height. Use the up or right arrow keys to increase the height, and down or left arrow keys to decrease it. See "Row Properties" for details.

Align Content – Left – Left-aligns the content of the cells in the row.

Align Content – Center – Horizontally centers the content of the cells in the row.

Align Content – Right – Right-aligns the content of the cells in the row.

Align Content – Top – Top-aligns the content of the cells in the row.

Align Content – Middle – Vertically centers the content of the cells in the row.

Align Content – Bottom – Bottom-aligns the content of the cells in the row.

Line Below – None – Removes the border line below the row, if any.

Line Below – Dotted – Places a dotted border line below the row

Line Below – Dashed – Places a dashed border line below the row

Line Below – Single – Places a single border line below the row

Line Below – Double – Places a double border line below the row

Line Below – Thick – Places a thick border line below the row

Shade this Row – Shades the row, using the shading color/style currently selected from the Settings menu. The currently selected shading color and style are shown in the Shading pane of the status bar. See "Shading", and "The Status Bar".

Shade Alternating Rows Below – Alternately shades the table rows below and including the one containing the cell, using the shading color/style currently selected from the Settings menu. The currently selected shading color and style are shown in the Shading pane of the status bar. See "Shading", and "The Status Bar".

Table Tags <TABLE>

The sub-menu options for the <TABLE> tag let you edit table row properties. The following options are available:

Select Tag Content – Please see "Select Tag Content".

View Attributes and Styles – Selecting this option opens up an Attributes & Styles dialog box described later, where you can view the attributes and styles applied to this tag.

Edit Properties – Opens the Table Properties dialog box, letting you visually edit table properties. See "Table Properties" for details.

Nudge Table Size - Opens the Table Properties dialog box in “nudge” mode, ready to visually adjust the table size (height and width). Use the up and down arrow keys to change the height, and left and right arrow keys to change the width. See "Table Properties" for details.

Float All Column Widths – Removes width coding from all column widths, thereby letting the browser auto-adjust the widths depending on the contents.

Shade this Table – Shades the entire table, using the shading color/style currently selected from the Settings menu. The currently selected shading color and style are shown in the Shading pane of the status bar. See "Shading", and "The Status Bar".

Remove Borders – Removes all inside and outside border lines from the table.

Remove Shading – Removes all background shading from the table.

Overview of Dialog Boxes

Many EDGARstar™ functions present dialog boxes for user interaction. There are certain elements common to all these user interface devices.

· To close the dialog box and accept the changes made, click OK or press Enter .

· To close the dialog box and reject the changes made, click Cancel or press Esc . You may also accomplish this by simply clicking in the dialog box’s title bar.

· For Quick Help on any dialog box item, right-click its caption. This help appears in the form of a yellow pop-up with relevant information on the item clicked. For example, clicking the Replace & Jump button in the Find/Replace dialog box brings up a QuickHelp panel as seen below:

Some dialog items (such as edit fields) normally bring up a Windows properties menu when right-clicked. In such cases, right-click some other item first and then right-click that item.

When a quick help panel is displayed, the mouse cursor temporarily changes to a dot. To exit the quick help, simply click the mouse inside it.

· Most dialog box controls may be activated using Accelerator Keys. These are characters in the control caption that are underlined (you may have to press Alt to see the underlining). To use an Accelerator Key, hold down Alt and press the key for the underlined character.

The various dialog boxes used in EDGARstar™ are described in the following chapters.

Preferences

The Preferences window lets you set certain EDGARstar™ Preferences. These are saved when you exit EDGARstar™, and reinstated everytime you start EDGARstar™.

The Preferences window is opened by selecting File » Preferences from the main menu, and appears as shown below:

Set the preferences the way you would like using the checkboxes in this window. Then click OK or press Enter to close the window and accept your settings. Note that the new settings do not take effect until the next time you start EDGARstar™.

To close the window and ignore your changes, click Cancel or press Esc .

The various preferences are described below.

· Automatically Load Find String from Selection – If this box is checked, then every time you open the Find/Replace dialog box (see "Find and Replace") with a short segment of text selected, the selected text is preloaded as the Find string into the Find field of the dialog box. If this box is unchecked, the initial Find string is empty.

· Automatically Load Replacement String from Selection – If this box is checked, then every time you open the Find/Replace dialog box (see "Find and Replace") with a short segment of text selected, the selected text is preloaded as the Replace string into the Replace field of the dialog box. If this box is unchecked, the initial Replace string is empty.

· Save Original File as Backup – If this box is checked, a copy of your file is saved as backup when you open it in EDGARstar™. This backup file has .BAK filename extension, and is saved in the same folder as your document.

· Show Marquee of Enclosing Block – Check this box if you would like EDGARstar™ to display a marquee (hatched border) around blocks such as <DIV> or <TABLE>. Whether or not this box is checked, EDGARstar™ always displays resizing nodes, letting you change the height and width of such blocks if relevant.

· Select Block before selecting content – If this box is checked and you click within a block, EDGARstar™ selects the block rather than the content within the block, and the mouse cursor changes to 4-way arrows to indicate that the block, not the content has been selected. To enter into the block and select content within it, you should click once again. If this box is unchecked, then clicking within a block directly enters into the block and selects content within it.

· Show only Standard Windows Fonts – Since your SEC filings are going to be published for worldwide viewing on the EDGAR database, you should avoid using non-standard fonts which other users may not have installed. If the Show only Standard Windows Fonts checkbox is checked, EDGARstar™ displays only standard Windows fonts for editing and formatting purposes, thereby restricting your choices to these fonts.

· Display Detailed Messages - Check this box if you would like EDGARstar™ to display detailed messages and results of editing or other operations. If you find this intrusive, you may uncheck this box to suppress such messages.

· Include EDGARstar in Windows ‘Send To’ menu – Check this box to include a link to EDGARstar™ in the Windows Send To right-click menu. This lets you right-click any HTML file in Windows Explorer and many other windows, then select Send To > EDGARstar to open the HTML file in EDGARstar™.

Find and Replace

EDGARstar™ provides very extensive Find/Replace capabilities, with enough flexibility to easily let you navigate your document and make text replacements quickly, easily and reliably. Use this capability to search and find text within your document, and perhaps to replace it with new text.

The Find/Replace feature is invoked by selecting Edit » Find/Replace on the EDGARstar™ Main Menu, or simply by pressing the Ctrl F shortcut key combination. When you do this, the Find/Replace window appears as shown below:

Loading Find or Replace Strings

If a short piece of text was selected in your document prior to invoking the Find/Replace feature, that text is preloaded into the Find field when this window opens. You can also load the selected text into the Find or Replace field by clicking the corresponding Load button.

Match Options

By default, EDGARstar™ finds occurrences of the Find string in your document without regard to case, and even if the string is found as part of a word. If the Replace feature is used, the string so found is replaced by the Replace string exactly as entered. This default behavior can be changed in several ways:

· Check the Match Case checkbox to find only those occurrences of the Find string that exactly match the case of the Find String as entered.

· Check the WholeWord checkbox to find only those occurrences of the Find string that are whole words, and not occurrences that are part of a word.

· Check the Preserve Case checkbox to make case-aware replacements. When this box is checked, occurrences of the Find String in the document are replaced by the Replacement String, and the case of the replacement is adjusted to match the case of that particular occurrence of the Find string.

Finding a String

Any time a Find String is found in your document, EDGARstar™ selects it. You can then apply to it any of the functions that can be applied to selected text, such as Cut, Copy, Paste, Replace, format, etc.

· To find the first occurrence of the Find String in your document, click Find First . Click Find Next to find subsequent occurrences, until you reach the end of the document.

· To find the last occurrence of the Find String in your document, click Find Last . Click Find Previous to find earlier occurrences, until you reach the start of the document.

· To search for the Find String forward or backward from the cursor location, click FInd Next (to search forward) or Find Previous (to search backward), without clicking the Find First or Find Last buttons.

Replacing Text

Once a Find String is found, you can replace it with the Replace String by clicking Replace . You can also replace the string and move on to find the next occurrence of the Find String in a single operation by clicking Replace & Jump . Alternatively, you may leave the found occurrence intact, and proceed to find the next occurrence by clicking Skip . The next occurrence is found by search forward or backward as specified by the last Find operation (the default is forward).

You can also replace all occurrences of the Find String by the Replace String in a single operation without having to find each occurrence individually, by clicking Replace All .

Restoring your document

At any time, you may restore your document to the condition it was in when the Find/Replace window was opened, by clicking Restore . This is an easy way to undo all the changes you may have made since opening the Find/Replace window.

Close Find/Replace

Once you are done with finding and/or replacing strings, close the Find/Replace window by pressing Enter or Esc , or by clicking in the Find/Replace window title bar.

Hyperlinks

You can insert hyperlinks in your document by selecting Insert » Hyperlink on the EDGARstar™ Main Menu. When you do so, the Hyperlink window appears as shown below:

The different items in this dialog box are described below.

Display Text

This field refers to the text in your document that you click in order to activate the hyperlink.

· If a short piece of text was selected in your document prior to opening the Hyperlink window, that text is prefilled into the Display Text field, and you can edit it if necessary.

· If no text was selected in your document prior to opening the Hyperlink window, the Display Text field is blank, and you must enter into it the text to click on in order to activate the hyperlink.

EDGARstar™ does not let you leave the Display Text field blank. You have to specify some text that must be clicked for the hyperlink to work.

Link To

This refers to the three types of hyperlinks you can have in SEC filings. Check the radio button for the type of hyperlink you want.

· A location within this document: check this radio button to link to a location (identified by a previously set target point) within the currently open document.

· A document in this submission: check this radio button to link to a different document that will be included with your EDGAR submission.

· A document in the EDGAR Database: check this radio button to link to a document that is already in the EDGAR database.

Depending on which option you select, the Target field may be prefilled with some URL header information, and the Browse for Target to link to button may be disabled (grayed) if it is not relevant.

Target

This identifies the location to jump to, or document to open, when a user clicks (activates) the hyperlink.

· If the hyperlink is to a location within the current document, the target is the target point name of that location (please see "Target Point"). In this case, EDGARstar™ prefills the Target field with # (hash mark character), which is the identifying character in HTML for a target location within a document. Enter the target point name immediately after the hash mark without leaving any spaces. Or, you may browse the internal target points (bookmark) in the current document by clicking Browse for Target to link to , and select the target you want.

· If the hyperlink is to another document that will be included with your submission, enter the document name (including its path and extension) in the Target field. Alternatively, you may browse for and select the document by clicking Browse for Target to link to and select the document you want. Note that you can only have .HTM, .PDF or .TXT files as Target files, because these are the only ones accepted by the SEC.

· If the hyperlink is to a document in the SEC EDGAR database, EDGARstar™ prefills the Target field with the first part of the destination URL. You should enter the remainder of the URL without altering the first part, and without leaving any spaces.

Deactivate

Click Deactivate to deactivate the hyperlink. The display text still appears in the document, but it does not function as a hyperlink.

Close the Hyperlink window

To close the window and accept changes you made, click Ok , or press Enter .

To ignore the changes you made in the Hyperlink window, and close the window without altering your document, click Cancel , press Esc , or click in the Hyperlink window title bar.

Sample Procedures

To insert a hyperlink to a location within the document:

1. Select the text to be made into a hyperlink.

2. From the Insert menu, select Hyperlink.

3. The Hyperlink window is displayed, and the Display Text field shows the selected text.

4. Select the type of link. Check A location within this document checkbox.

5. Note the Target field displays a # symbol. Enter the target location bookmark name to jump or link to.

6. Click OK to accept all the entries in this window and to close it.

7. To insert a hyperlink to a document which will be included in your EDGAR submission:

8. Select the text to be made into a hyperlink.

9. From the Insert menu, select Hyperlink.

10. The Hyperlink window is displayed. In the Target field, type in name of document (including path and filename extension) to link to. Or, click Browse for Target to link to, then navigate to and select the target document. In either case, EDGARstar™ adjusts the document name, if required, to conform to SEC file naming restrictions.

11. Click OK when done.

12. The hyperlink is inserted, and the window is closed.

Edit/Nudge Windows

EDGARstar™ provides special Edit/Nudge windows to let you change numeric values in the properties of paragraphs, tables, rows, columns, cells and images. These windows let you change these properties by entering their values numerically, or by using arrow keys to “nudge” the values. In all cases, a help panel is displayed, detailing the arrow keys that may be used, and what action they perform.

If using arrow keys, the nudge size can be controlled. Using an arrow key by itself results in a moderate nudge size. Holding down Ctrl while pressing an arrow key results in micro-nudging (small nudge size), while holding down Shift results in a large nudge size.

Attributes and Styles

Most HTML tags can have attributes and CSS styles associated with them. You can use EDGARstar™ to format text, images and content without any knowledge about these attributes and styles, since EDGARstar™ automatically sets attributes and styles as necessary to achieve the desired formatting. However, knowledgeable users may prefer to be able to edit or specify these attributes and styles explicitly.

Selecting Edit Attributes and Styles from a right-click menu on a tag brings up the Attributes and Styles window which is shown below.

This window displayes the HTML tag attributes in the Tag Attributes field , and CSS styles in the CSS Styles field. You can make change to these attributes and styles in edit mode, or in nudge mode.

Edit Mode

In edit mode, you can freely change the contents of the Tag Attributes and CSS Styles fields, just as you normally would in any Windows dialog box. It is your responsibility to make sure that the attributes and styles you enter are syntactically correct. However, this mode gives you the maximum flexibility, and lets you format any tag any way you want.

Nudge Mode

By checking the Use Arrow Keys to Nudge checkbox, you enter the Nudge mode. In this mode, use Tab to move between the Tag Attributes and CSS Styles fields, or click within the field you wish to edit. Then, use the up and down arrow keys to move between the numeric values in that field. Once a numeric value is selected, you can use the left and right arrow keys to adjust that value. The changes you make are reflected in the document as you make them, letting you see the rsults of your edit instantly.

OK button

Click this button to accept all the edits made to the tag attributes and styles, and close the Attributes and Styles window. You may also do this by pressing Enter .

Cancel button

Click this button to cancel the edits to the attributes and styles, and restore the tag formatting to the way it was before the Attributes and Styles window was opened. It also closes the Attributes and Styles window. You may also do so by pressing Esc , or by clicking in the Attributes and Styles window title bar.

Restore button

Click this button to cancel the edits to the tag attributes, and restore the paragraph to the way it was before the Attributes and Styles window was opened. It leaves this window open for further editing.

Paragraph Properties

The Paragraph Properties window is shown below.

This window is displayed when you select Para » Edit Properties on the EDGARstar™ main menu. It can also be brought up from the right-click menu on a <P> or <H> tag.

You can edit the properties of the selected paragraph(s) by using the fields and controls available on this window. As you make these edits, the document window automatically updates and shows the results. You can then either accept or cancel the edits to the properties.

The various properties that can be adjusted are described below.

Left Gap

This refers to the gap between the left edge of the paragraph and the element that the paragraph is enclosed in. For example, for regular documents, the enclosing element is the left edge of the browser window. Or, if the paragraph is within the cell of a table, the enclosing element is the table cell.

Top Gap

This refers to the gap between the top edge of the paragraph and the element that the paragraph is enclosed in.

Right Gap

This refers to the gap between the right side of the paragraph and a block. For example, if you increase the right gap, the right side of the paragraph moves inward.

Bottom Gap

This refers to the gap between the bottom paragraph and whatever is below it.

First Line Indent

This refers to the indentation of the first line in a paragraph. It can be a positive value to move the first line of a paragraph in, or a negative value to move the first line out as in a hanging indent.

Line Spacing

This refers to the spacing between the lines in a paragraph. In HTML editors such as EDGARstar™, line spacing is specified as the distance between the lines. Or, you may leave this value blank, in which case the browser adjusts line spacing automatically depending on the font size used.

Character Spacing

This refers to additional space you may want between characters to either compress the text in a paragraph or to spread it out. The value entered for character spacing may be in points or pixels. The default value is 0 (i.e., no extra spacing). Entering a positive value spreads the text out, while entering a negative value compresses it.

Some HTML editors specify point size using the relative HTML scale of 1 to 7. The problem with this approach is that the appearance of the filing then depends on the user’s browser settings. For example, if a user sets the browser for a large font size, tables in the filing may not appear correctly because the text wraps around. By contrast, EDGARstar™ sets the font size absolutely, in points. It is not a relative setting. So the filing appears as you intend it to, irrespective of the viewer’s browser settings.

OK button

Click this button to accept all the edits made to the paragraph properties and close the Paragraph Properties window. You may also do this by pressing Enter .

Cancel button

Click this button to cancel the edits to the paragraph properties, and restore the paragraph to the way it was before the Paragraph Properties window was opened. It also closes the Paragraph Properties window. You may also do so by pressing Esc , or by clicking in the Paragraph Properties window title bar.

Restore button

Click this button to cancel the edits to the paragraph properties, and restore the paragraph to the way it was before the Paragraph Properties window was opened. It leaves this window open for further editing.

Use Arrow Keys to Nudge checkbox

The Paragraph Properties window lets you adjust paragraph properties in two modes:

In the normal mode, you enter numeric values of the properties in their appropriate fields. Whenever you leave a field, the document window is updated to reflect the change you made. This is the mode when the Use Arrow Keys to Nudge checkbox is unchecked.

In the “nudge” mode, you use arrow keys to adjust paragraph properties (see "Arrow Keys for Nudging"). This is the mode when the Use Arrow Keys to Nudge checkbox is checked. In this mode, you click on one of the paragraph attribute fields to select which attribute you wish to “nudge”. The instruction panel in the top part of the Paragraph Properties window changes to give you relevant arrow key usage information. Then, as you use the arrow keys to nudge the attribute, the document window is updated continuously to reflect the changes. This makes it very easy to visually fine tune any of these properties.

Steps for Editing Paragraph Properties

To edit paragraph properties by entering values into the different fields.

1. Select the paragraph(s) you wish to adjust.

2. From Para menu, select the Edit Properties option.

3. The Paragraph Properties window is displayed. Place your cursor in the field to be changed.

4. Type in the new value.

5. Press TAB key to move the next field, or just click in the field you want. Notice that the document window is updated, reflecting the change you just made. In this way, make edits for all the fields as needed. Note: you can also use the accelerator keys, i.e., press the ALT key and the letter for the field you want to go to. For example, press Alt F to go to the First Line Indent field.

6. Click OK when done, to accept the changes; or click Cancel to ignore the edits to the properties.

To edit paragraph properties by using the Nudge Mode.

1. Select the paragraph(s) you wish to adjust.

2. From Para menu, select the Edit Properties option.

3. The Paragraph Properties window is displayed. Check the Use arrow keys to nudge check box, and click in one of the fields that you wish to adjust.

4. Note that the fields are now disabled, and instead there are arrow keys in the instruction panel on the top part of the window. Use arrow keys as instructed in this panel to nudge and manipulate the properties the way you want. You can simultaneously hold down Ctrl for small nudge increments or Shift for larger ones as you use the arrow keys. Note also that the Top and Left Gap work together and the Right and Bottom Gap work together.

5. Follow the same procedure to edit all the remaining properties.

6. Click OK or press Enter to accept all the edits and close the window.

Table Properties

The Table Properties window is shown below:

This window is displayed when you select Table » Size » Set/Nudge Table Width & Height on the EDGARstar™ main menu. It can also be brought up from the right-click menu on a <TABLE> tag.

You can edit a table’s width and height by using the fields and controls available on this window. As you make these edits, the document window automatically updates and shows the results.

You may either enter the height and width values into the edit fields, or check the Use arrow keys to nudge checkbox and use arrow keys to “nudge” these values. You can then either accept or cancel the edits to the properties. This process works the same way as editing Paragraph Properties, and is not repeated here (please see "Paragraph Properties").

Row Properties

The Table Row Properties window is shown below:

This window is displayed when you select Table » Size » Set/Nudge Row(s) Height on the EDGARstar™ main menu. It can also be brought up from the right-click menu on a <TR> tag.

You can edit the height of one or more table rows by using the fields and controls available on this window. As you make these edits, the document window automatically updates and shows the results.

You may either enter the row height into its edit field, or check the Use arrow keys to nudge checkbox and use arrow keys to “nudge” it. This process works the same way as editing Paragraph Properties, and is not repeated here (please see "Paragraph Properties").

In addition to the row(s) height, this window lets you specify the horizontal and vertical alignment of selected rows by selecting the desired values from the drop-down boxes.

At any time, you can restore the table row settings to the values they held before this window was opened by clicking Restore .

When done, you can accept the edits and close this window by clicking OK or pressing Enter . Or, you may reject the edits and close this window by clicking Cancel , clicking in the window title bar, or pressing Esc . In this case, the table row settings are restored to the values they held before this window was opened.

Cell and Column Properties

The Table Cell Properties window (which may also be used to adjust column widths) is shown below:

This window is displayed when you select Table » Size » Set/Nudge Columns(s) Width on the EDGARstar™ main menu. It can also be brought up from the right-click menu on a <TD> tag.

You can edit the width and height of one or more table cells by using the fields and controls available on this window. As you make these edits, the document window automatically updates and shows the results. Note that changing the width of one cell changes the width of the entire column containing that cell.

You may either enter cell width and height into the respective edit fields, or check the Use arrow keys to nudge checkbox and use arrow keys to “nudge” these values. This process works the same way as editing Paragraph Properties, and is not repeated here (please see "Paragraph Properties").

In addition to the cell(s) width and height, this window lets you specify the horizontal and vertical alignment of selected cells by selecting the desired values from the drop-down boxes.

At any time, you can restore the settings to the values they held before this window was opened by clicking Restore .

When done, you can accept the edits and close this window by clicking OK or pressing Enter . Or, you may reject the edits and close this window by clicking Cancel , clicking in the window title bar, or pressing Esc . In this case, the settings are restored to the values they held before this window was opened.

Image Properties

The Image Properties window is shown below.

This window is displayed when you select Edit Properties from an <IMG> tag right-click menu.

You can edit the properties of the image by using the fields and controls available on this window. As you make these edits, the document window automatically updates and shows the results. You can then either accept or cancel the edits to the properties.

The various properties that can be adjusted are described below.

Left Gap

This refers to the gap between the left edge of the image and the element that the image is enclosed in. For example, for regular documents, the enclosing element is the left edge of the browser window. Or, if the image is within the cell of a table, the enclosing element is the table cell.

Top Gap

This refers to the gap between the top edge of the image and the element that the image is enclosed in.

Right Gap

This refers to the gap between the right side of the image and a block. For example, if you increase the right gap, the right side of the image moves inward.

Bottom Gap

This refers to the gap between the bottom image and whatever is below it.

Lock checkbox

This checkbox controls whether or not the image aspect ratio is preserved when the height and width are adjusted.

· If this box is unchecked, the height and width can be adjusted independently. This can distort the image’s aspect ratio.

· If this box is checked, the height and width are locked together. Adjusting either one also adjusts the other proportionately, preserving the image’s aspect ratio.

Width

This refers to the width of the image. It may be adjusted independently of the height, or in sync with the height if Lock checkbox is checked.

Height

This refers to the height of the image. It may be adjusted independently of the width, or in sync with the width if Lock checkbox is checked.

Border

This refers to the thickness of a black border around the image. This value is specified in pixels. Leaving this field blank, or entering a value 0, means that there is no border.

OK button

Click this button to accept all the edits made to the image properties and close the Image Properties window. You may also do this by pressing Enter .

Cancel button

Click this button to cancel the edits to the image properties, and restore the image to the way it was before the Image Properties window was opened. It also closes the Image Properties window. You may also do so by pressing Esc , or by clicking in the Image Properties window title bar.

Restore button

Click this button to cancel the edits to the image properties, and restore the image to the way it was before the Image Properties window was opened. It leaves this window open for further editing.

Use Arrow Keys to Nudge checkbox

The Image Properties window lets you adjust image properties in two modes:

In the “nudge” mode, you use arrow keys to adjust image properties (see "Arrow Keys for Nudging"). This is the mode when the Use Arrow Keys to Nudge checkbox is checked. In this mode, you click on one of the image attribute fields to select which attribute you wish to “nudge”. The instruction panel in the top part of the Image Properties window changes to give you relevant arrow key usage information. Then, as you use the arrow keys to nudge the attribute, the document window is updated continuously to reflect the changes. This makes it very easy to visually fine tune any of these properties.

Quick Help

In EDGARstar™, you may right-click most dialog box items to bring up quick help on that control. This appears in the form of a yellow pop-up with relevant information on the item clicked. For example, clicking the Replace & Jump button in the Find/Replace dialog box brings up a QuickHelp panel as seen below:

Some dialog items (such as edit fields) normally bring up a Windows properties menu when right-clicked. In such cases, right-click some other item first and then right-click that item.

When a quick help panel is displayed, the mouse cursor temporarily changes to a dot. To exit the quick help, simply click the mouse inside it.

Keyboard-centric Usage

Most EDGARstar™ operations may be executed using the mouse or keyboard. Advanced keyboard support is provided in many forms as discussed below, and keyboard-centric users prefer this method, since it is a much quicker way to execute a command than using the mouse.

Shortcut Keys

Many frequently-performed EDGARstar™ operations can be executed by using the Ctrl key in combination with another key. This is called a Shortcut Key combination. Please see "EDGARstar™ Keyboard Shortcuts" for a listing of the available shortcut keys.

Accelerator Keys

In addition to the keyboard shortcuts described in the previous section, most EDGARstar™ menu options and dialog box controls offer Accelerator Keys. These are characters in the menu option or dialog box control caption that are underlined (you may have to press Alt to see the underlining). To use an Accelerator Key, hold down Alt and press the key for the underlined character.

Arrow Keys for Nudging

Many numeric formatting properties (such as gaps, heights and widths) may be adjusted in EDGARstar™ by “nudging” them using the top, bottom, left and right arrow keys. For example, please see "Paragraph Properties". Further, the size of the nudge can be easily controlled. Using an arrow key by itself results in a moderate nudge size. Holding down Ctrl while pressing an arrow key results in micro-nudging (small nudge size), while holding down Shift results in a large nudge size.

Enter and Esc Keys

Besides using the mouse, all EDGARstar™ dialog boxes may be closed by pressing Enter or Esc . Wherever relevant, pressing Enter accepts changes made, while pressing Esc ignores the changes.

EDGARwiz™

Introducing EDGARwiz™

This chapter provides an introduction to EDGARwiz™, what it does, and its main features.

What is EDGARwiz™

EDGARwiz™ converts MS Word, WordPerfect, MS Works (3.x or 4.x), MS Excel (97 or higher), MS PowerPoint (97 or higher), RTF and several other file formats to the modernized (HTML-based) or legacy (ASCII-based) EDGAR file format required for Securities and Exchange Commission filings. It is a very accurate, complete and flexible solution for this application, particularly for complex documents with advanced formatting functions.

· Very accurate and complete conversions.

· Even converts "advanced" features like autonumbering, hanging indents, fonts, tables, headers/footers, footnotes/endnotes, table of contents, index, cross-references, hyperlinks, etc.

· Converts Excel and MS Works spreadsheets with nuances such as merged cells, background color, borders, number formatting, cell alignment, decimal placement, etc. intact.

· Converts PowerPoint presentations, including slides with layout as well as slide notes.

· Handles special characters and symbols, including new currency symbols such as Euro. Converts Unicode.

· Automatically handles and converts Excel spreadsheets and PowerPoint presentations embedded in Word documents.

· Also converts most embedded as well as linked graphics (except .WPG graphics).

· Converts full-saved and fast-saved documents.

· Does a far better conversion than the built-in conversions provided with the word processors (actually, there's just no comparison)!

· Automatically adjusts documents for all SEC restrictions and validation requirements.

· Option to convert revision markings to <R> and </R> tags for the SEC, and to discriminate between insertions and deletions.

· Recognizes revision markup produced by third-party products such as DeltaView, and generates <R> and </R> tags automatically.

· Option to suppress revision marking and remove deleted and/or overstruck text.

· Accurately converts partial cell borders (e.g., single- or double-lines to show subtotals and totals in tables).

· Option to automatically generate hyperlinked table of contents and hyperlinked index.

· Very easy to use, with extensive on-line help.

· Interactive as well as true batch modes of operation.

· Conversion log lists features that could not be converted (e.g., due to limitations in the destination file format).

· Runs under Windows 95, 98, Me, XP, NT, 2000 and Vista.

· Advanced users may easily customize the conversions extensively to adapt EDGARwiz™ for particular requirements.

For Microsoft Word users, EDGARwiz™ also includes EDGARword™, which is a Word template containing code that lets you easily touch up Word documents in a manner most useful to EDGAR filers. EDGARword™ is included with EDGARwiz™ at no charge. With EDGARword™ you can perform functions like these with a single mouse click:

· Alternate row shading in financial tables, for ease of reading and a more polished appearance. This includes shading multiple tables in one operation, as well as shading only parts of a particular table.

· Ensure that numeric columns right-align in the EDGARized file correctly. This operation takes into account the special alignment of negative numbers formatted with parentheses, as well as numbers that represent percentages with the % sign.

· Flag all page breaks (including soft page breaks) in a Word document, so that the EDGARized file shows the same page breaks and correct page numbers.

Why use EDGARwiz™?

Securities and Exchange Commission (SEC) filings may be in the modernized (HTML-based) or legacy (ASCII-based) EDGAR format. The SEC prefers the modernized format which also offers a lot of other advantages over the legacy system. Whether you file in the modernized or legacy format, EDGARwiz™ saves you hours if not days of manual editing and cleaning up related to your SEC filings.

For example, the modernized EDGAR format is basically HTML with some severe restrictions on the kinds of tags and HTML functions that can be used. It is important to adhere to these restrictions. Even a single discrepancy can cause the entire submission to be invalidated and rejected. A similar situation exists with the legacy format.

Because of these restrictions, merely saving a document as HTML or ASCII text in a word processor does not result in an EDGAR filing that is acceptable to the Securities and Exchange Commission. EDGARwiz™ alleviates this problem by automatically adjusting for these restrictions when converting your files. In general, if EDGARwiz™ is used to produce a filing, no touching up of the converted file is required to produce a valid submission. Further, Advanced Computer Innovations, Inc. guarantees that a filing converted with EDGARwiz™ will not be invalidated by EDGARlink or the EDGAR System for reason of invalid tags.

As an example, for modernized filings, some of the Securities and Exchange Commission restrictions and validation requirements automatically addressed by EDGARwiz™ are:

Disallowed Tags - These are several commonly-used HTML tags which the Securities and Exchange Commission does not allow. EDGARwiz™ does not generate these tags, and uses alternative formatting methods wherever appropriate to achieve the desired effect.

No Active Content - EDGARwiz™ ensures that active content is stripped from the converted files, so that there is no possibility of invalidation.

Limited Links - EDGARwiz™ ensures that links are formatted as local. Any links to the outside (except for links to the Securities and Exchange Commission's EDGAR archives) are deactivated so they do not invalidate your submission.

Local Images - EDGARwiz™ automatically adjusts all image links to local, and extracts or converts graphics files to .JPG or .GIF format as mandated by the Securities and Exchange Commission. It also places all required images in the same folder as your converted files for ease in assembling the submission.

File Name Restrictions - EDGARwiz™ automatically adjusts file names to conform to the Securities and Exchange Commission's stringent requirements.

Symbols and Special Characters - EDGARwiz™ makes sure that extended characters such as currency symbols, typographic elements and math symbols are correctly represented in the format approved by the Securities and Exchange Commission.

Special use of <R> and </R> tags - EDGARwiz™ has the option of introducing <R> and </R> tags according to SEC specifications to identify revised (inserted/deleted) text.

Footnotes and Endnotes - The SEC no longer permits the <FN> tag to mark footnotes in submissions. EDGARwiz™ does not generate this tag. Instead it appends footnotes and endnotes to the end of a document or document section (your choice), and relates them to the body text using two-way local hyperlinks. This results in a valid submission while preserving all the functionality of viewing a footnote at any point in a document with a single mouse click.

Automatic Table of Contents and/or Index - You may choose to have EDGARwiz™ automatically include a hyperlinked Table of Contents and/or Index in the converted HTML file, irrespective of whether or not these were generated in your original document(s).

With EDGARwiz™, all you need to do is:

· convert your files;

· assemble your submission using EDGARlink; and

· send it to the Securities and Exchange Commission.

It saves you hours if not days of manual HTML or ASCII editing and cleaning up. If you submit Securities and Exchange Commission filings in either the legacy (ASCII-based) or modernized (HTML-based) format, EDGARwiz™ can easily save you days of work per filing and can pay for itself in a single submission.

Installing & Running EDGARwiz™

EDGARwiz™ is installed automatically as part of EDGARsuite™ software. No further installation or setup is required.

There are a variety of ways to start EDGARwiz™:

· Select EDGARwiz Program from the EDGARsuite™ folder placed on your desktop.

· Click in the Widows taskbar, then select Programs » EDGARsuite » EDGARwiz Program.

· Select EDGARize with EDGARwiz from the EDGARword menu in Word.

· Right-click a document in Windows Explorer or My Computer, then select Send To » EDGARwiz.

· Drag a document to the EDGARwiz™ icon.

· Copy a file and paste it on the EDGARwiz™ icon.

The last four methods start EDGARwiz™ with the source file name already entered into the main window, ready to be converted.

The EDGARwiz™ Main Window

When EDGARwiz™ starts, it presents its Main Window which looks like this:

The factory-shipped copy of EDGARwiz™ first runs in the Evaluation Mode. In this mode, it introduces spelling and numeric inaccuracies in the converted file, but operates in every other way like the unrestricted version. This lets you to see how the program works and the quality of conversion. You can even assemble submissions with EDGARpack™, check for EDGARLink validation, and do a test submission to EDGAR in this mode, since the spelling inaccuracies do not interfere with these processes. These limitations disappear once you purchase the software (please see "Purchasing EDGARsuite™").

EDGARwiz™ Operations

This chapter briefly discusses the general sequence of steps when using EDGARwiz™, as well as some of its other features. More details on all these functions are given in later chapters.

General Sequence of Steps

In general, when using EDGARwiz™ to convert files, you carry out the following steps:

1. Select or specify the source file(s) you wish to convert by clicking File(s) in the Source area. See "Source Files" for more information.

2. Select the destination format you wish to convert to (Legacy or Modernized EDGAR) by clicking the appropriate check box in the Destination area. See "Specifying the destination file format" for more information.

3. Specify the destination for the converted file(s) by clicking File(s) in the Destination area. See "Destination Files" for more information.

4. Do the conversion by clicking Convert . See "Converting & Exiting".

5. Assemble the submission, once all required files have been EDGARized. This may be done conveniently from within EDGARwiz™ by clicking Assemble Submission , which closes EDGARwiz™ and starts EDGARpack™ with all attachments and most fields filled in.

Options and Other Features

Beyond the basic steps, EDGARwiz™ gives you a lot more options. Some of them are summarized below:

· You may specify wild card characters "*" and "?" as part of the source file name(s) to convert multiple files in a single operation.

· EDGARwiz™ gives you a lot of flexibility in specifying how converted files should be named, including the use of "wild cards", the option to replace or extend the file extension, as well as embedded sequence numbers to distinguish converted files that may otherwise have the same name. This is described in more detail in a later chapter.

· The check boxes in the Source and Destination areas of the EDGARwiz™ main window let you convert files in the specified source folder as well as in all its nested folders automatically. Further, you have the option of automatically replicating the source folders tree structure into the destination folder.

· The check boxes in the Options area, as well as further options brought up by clicking More Options , let you customize how EDGARwiz™ operates. The easiest way to find out more about an option is to click the right mouse button on it.

· To customize the way EDGARwiz™ converts your files, click Customize .

· To view a file whose name appears in the Source or Destination area of the EDGARwiz™ Main Window, click the associated button. EDGARwiz™ immediately launches, if possible, the application associated with the file.

· To edit an HTML file whose name appears in the Destination area of the EDGARwiz™ Main Window, click Edit . EDGARwiz™ immediately launches the EDGARstar™ HTML editor with the HTML file opened, ready for editing.

· EDGARwiz™ may be run in the pure batch mode where all required parameters are specified on the command line and no further user interaction is required. This is described later in this manual.

Online Help

Though very easy and intuitive to use, EDGARwiz™ provides plenty of help online.

Quick Help

You may click the right mouse button on most dialog items to bring up quick help on that control. For example, right-clicking the File(s) button in the Source area brings up a quick help panel like this:

Some dialog items (such as edit fields) normally bring up a Windows properties menu when right-clicked. In such cases, right-click some other item first and then right-click that item. When a quick help panel is displayed, the mouse cursor temporarily changes to a dot. To exit the quick help, simply click the mouse inside it.

Detailed Help

For more detailed help, click the Help button. That brings up detailed hyperlinked and cross-indexed help which may be reviewed serially or searched by keywords as well as phrases.

Source Files

This chapter discusses how you specify the source file(s) to be EDGARized when using EDGARwiz™ interactively.

Selecting the Source File(s)

You select the source file(s) to be converted by clicking the File(s) button in the Source area of the EDGARwiz™ Main Window. This displays the following standard Windows dialog box:

· First use the buttons at the top of this dialog to navigate to the drive and directory containing your source files. The files and folders in this directory will be displayed in the large dialog box window.

· To convert a single file, double-click it (or click it and then click OK ). To convert several consecutive files, click the first file, then hold down the Shift key and click the last file. To convert several non-consecutive files, hold down the Ctrl key while clicking each of them in turn.

· You may also enter the source file name, or a file(s) name template with * and ? wild cards, into the File Name entry field. Any wild card characters entered become a part of your specification and are subsequently used to select files during the conversion process. As per standard Dos and Windows conventions, ? matches any single character at its location in the file name, while * matches the remainder of the file name or extension field. Note that the * and ? wild card characters may be used in the file name and extension portion of a specification, but not in the drive and path component.

Once the source file(s) have been selected, EDGARwiz™ returns to the Main Window. At this point the Source area of the displays the source file name (if only one file was selected), or the source path with a count of files selected (if multiple files were selected), or the filename template if one was entered.

If you are sure of the source file(s) path and filename, you may enter it directly into the main window edit field without going through the above dialog box. This may also include the wild card characters * and ?.

Files in Nested Folders

If your source file specification includes one or more wild cards * and ?, then the Include Nested Folders check box in the Source area gets enabled. Checking this box causes EDGARwiz™ to convert all matching files in your specified folder as well as in all nested folders. This is particularly useful in installations where nested folder tree structures are used to categorize and keep track of a large number of files.

Autorecognizing the Source File Type

EDGARwiz™ automatically identifies the source file(s) type by examining the contents of the file as well as the file name.

If only one source file has been selected, EDGARwiz™ determines its file type immediately when the selection is made, and displays the recognized format in the Source area of the main window.

If multiple source files have been selected, or if a wildcard template was entered for the source file(s), EDGARwiz™ displays Auto as the source file(s) format in the main window. The autorecognition then takes place automatically when you try to convert the selected files using the Convert button.

Tagged Source Files

Occasionally, you may want to convert a document containing a Legacy (ASCII) filing (see "Legacy EDGAR filings") that has already been tagged and pre-formatted. In such a case, check the Tagged checkbox in the Source Files area. When this box is checked, EDGARwiz™ picks out just the text from the source document, and writes it out to a text file as is, without making any attempt to reformat or validate it. To minimize the chances of exceeding the SEC-mandated line length limits for ASCII filings, EDGARwiz™ strips out trailing spaces at the end of each line.

At the present time, the Tagged checkbox is relevant only for Legacy (ASCII) filings. It is ignored if you are converting to HTML.

Destination Files

This chapter discusses how you specify the name and location of destination file(s) when using EDGARwiz™ interactively. It also discusses how EDGARwiz™ can automatically compute destination file name(s) for you, a process known as auto-naming the destination file(s).

Specifying Destination File(s)

You specify the destination file(s) name and location by clicking the File(s) button in the Destination area of the main window. When you do this, EDGARwiz™ displays the following dialog window:

Click the buttons at the top of the dialog box to navigate to the drive and directory where you wish to save the converted file(s). Then enter the destination filename (single file) or file naming template (multiple files) into the File name field. A template may include the following special characters:

· You may use * and ? wild card characters to keep portions of a destination file name the same as the matching portions of the source file name. As per standard Dos and Windows conventions, the ? character matches one character, while the * character matches the remainder of the name or extension field. Thus for example, to convert preserving the name field but using .HTM for the extension field, the destination filename template would be *.HTM.

· As a special case, you may enter "*.*.ext" in the name and extension portion of the destination file name. This causes the extension you specify (ext) to be appended to the source file name, rather than replacing the source extension. For example, if the destination specification is given as C:\Converted\*.*.htm, a source file named abcdef.123 will be converted to abcdef.123.htm in the C:\Converted directory. Note that this convention is specific to EDGARwiz™ and is not standard for Dos or Windows.

· You may use a string of > (greater than symbol) characters to represent a sequence number. This number starts with 1 for the first file converted, and increments by one with each file. This is useful to ensure that each converted file has a unique name and so does not overwrite other converted files. Let's say, for example, you want to convert files named DOCUMENT.XX1, DOCUMENT.XX2, DOCUMENT.XX3 ... from WordPerfect.and you would like all converted files to be named with .HTM extension. If you were to use the destination filename template *.HTM, all converted files would have the same name (DOCUMENT.HTM), and would overwrite each other or prompt you each time for an action. In such a situation, you could specify the destination filename template as DOCU>>>>.HTM. This would result in the converted files being named DOCU0001.HTM, DOCU0002.HTM, DOCU0003.HTM, ... , each file having a unique name. The sequence number is formatted with leading zeroes to have the same number of characters as in the string of > symbols. Note that the string of > characters may appear in the name and/or extension portion of the destination filename template, but not in the drive or directory components.

· You may use a string of < (less than symbol) characters to represent the sequence number. This works just like the > character described above, except that the sequence number is not padded with leading zeroes.

Auto-naming the destination file(s)

If the Auto-name destination file option has been checked in the Options area of the main window, EDGARwiz™ automatically computes the name(s) of the destination file(s) by keeping the name portion of the name the same as that of the source file while using an extension dictated by or descriptive of the destination file format. In other words, it uses a destination filename template of the form *.ext where ext depends on the destination file format. For example, if the destination file format is HTML, the template used is *.htm.

A destination filename therefore depends on the source filename and the destination file format. So if auto-naming has been enabled, the destination filename(s) are computed whenever the source filename(s) or the destination file format is changed. If you do not like this behavior, you may turn auto-naming off by unchecking the Auto-name destination file option in the Options area of the main window. If you do this, you always have to specify the destination file(s) name manually as described above.

Note that auto-naming computes only the destination filename component, not the drive and directory. These latter components stay the same as last specified. Note also that EDGARwiz™ corrects the destination file name to conform to SEC regulations if necessary.

Same-named destination and source file(s)

If the name of a destination file works out to be the same as that of the source file it is being converted from (including all the path components), then the converted file writes over the source file, i.e., the original file is overwritten and corrupted. By default, EDGARwiz™ issues a warning before overwriting your source files. You may suppress this warning by clicking More Options in the Options Area of the Main Window

Generally, you may want to keep source and destination drives in different folders, or make sure they have different file name extensions. That way you do not have to worry about your source files being overwritten.

Destination folder structure

If multiple files are being converted by using * and/or ? wild card characters in the source files specification (see "Source Files"), and nested folders in the source folder are included (see "Files in Nested Folders"), then you have the option of automatically building nested destination folders to match the source nested folders structure. In order to do this, check the Replicate Nested Folders box in the Destination area of the main window. Converted files are then placed in the appropriate destination folder to replicate the original structure.

If the Replicate Nested Folders box is not checked and there are nested source folders, files from all the source folders are placed in the single destination folder that you have specified.

Specifying the destination file format

EDGARwiz™ lets you convert to Legacy (ASCII) or Modernized (HTML) EDGAR. You make this selection by clicking the appropriate check box (Legacy or Modernized EDGAR) in the Destination area of the Main Window.

Converting & Exiting

Once the source and destination files and their types have been specified as described in the previous chapters, you may click the Convert button to execute the conversion.When all source files have been converted, EDGARwiz™ returns to the main window. At this point you may view the conversion log (see "The Conversion Log"), convert additional files or exit the program.

The Progress Meter

Normally, EDGARwiz™ displays a progress meter as each file is being converted. This is reassuring when converting large files. If desired, display of the progress meter may be turned off by clicking the More Options button in the EDGARwiz™ Main Window.

The Conversion Log

Some features in a document may not be convertible because they are not supported by the destination file format. EDGARwiz™ can record such exceptions in a log file containing an audit trail. This file may be viewed after doing a conversion by clicking the View button in the EDGARwiz^™ Main Window which shows the conversion log like this:

Use the scroll bar if necessary to scroll through the log. You may also use the UpArrow , DownArrow , PgUp , PgDown , Home , and End keys. The log is actually stored in a text file named CONV_LOG.TXT in your temporary directory. You may click the Print or Edit Log button to bring this file up in a word processor or text editor. This lets you edit, highlight, search or print the log file.

Normally EDGARwiz™ maintains a log file only for the current session. In other words, the log is cleared each time EDGARwiz™ is started. However, you may accumulate the log over successive sessions by clicking the More Options button in the EDGARwiz™ main window.You may also delete the log at any time by clicking the Delete Log button in order to start a new log for subsequent conversions.

Exiting EDGARwiz™

When you're all done converting, click the Exit button to return to Windows. Normally EDGARwiz™ remembers your program settings from one session to the next. This is done by saving these settings when you exit EDGARwiz™. If you do not wish to save these settings, uncheck the Save Settings on Exit box in the EDGARwiz™ Main Window.

Command Line Options and Batch Mode

Most users prefer to run EDGARwiz™ through its normal user interface described in earlier chapters. However, you may bypass this interface and run EDGARwiz™ in the batch mode if so desired. This is done by specifying the source and destination file names and types in the command line used to start EDGARwiz™, or via a parameters file.

Command Line Options

You may enter some options in the command line used to start up EDGARwiz™. These options should be separated from each other and from the EDG command by spaces. Each option is of the form keyword(value), and may be entered in upper or lower case. The keywords are:

· SCR -- specifies the drive and path to be used for scratch files. For example, SCR(C:\TEMP\) creates scratch files on the C: drive, in the \TEMP\ directory.

· DFRM -- specifies the destination format, which should be EDG for Legacy EDGAR, or SEC for Modernized EDGAR.

· IN -- specifies the input (source) file name(s) as described in "Source Files". For example, IN(A:*.WPD) specifies that all files on the A: drive having an extension of .WPD are to be converted.

· OUT -- specifies the output (destination) file name(s) as described in "Destination Files". For example, OUT(C:\My Web Files\*.HTM) indicates that converted files should be placed in the \My Web Files\ subdirectory on drive C, with the same name(s) as the corresponding source file(s) but extension .HTM.

· CONF - specifies a user-created customization file. This is meant for advanced users who use InterScript™ for customization. For example, CONF(C:\BOB\MY.CUS) indicates that EDGARwiz™ should customize from the file C:\BOB\MY.CUS.

· PAR - specifies a file containing the startup options described above.

· OPER - specifies an operation control file (see next section).

For example, to convert all MS Word 2000 documents with extension .DOC residing in directory D:\WordDocs to Modernized EDGAR documents in a directory c:\My Docs with extension .HTM, a sample set of options may be:

in(d:\WordDocs\*.doc) out(c:\My Docs\*.htm) dfrm(sec)

A special case arises if the argument itself (e.g., a file name) contains a closing parenthesis. In that case, the closing parenthesis must be entered as #( (i.e., the hash mark followed by an opening parenthesis). For example, to specify an input file named Copy(1) of original.doc, you would enter in(Copy(1#( of original.doc).

The Operation Control File

An operation control file is a text file which specifies any number of conversions for EDGARwiz™ to perform. Each conversion is specified on two lines. The first line has the source file name (including path). The second line starts with the destination keyword and is followed by one or more spaces, then the destination file name (including path). Windows 95/98/2000/NT long file names are permitted, including those with embedded spaces. The file name(s) may not contain wild card characters. A single operation control file may specify any number of such conversions to be performed.

Batch Mode Operation

If an option is specified either via the command line or in a parameters file, the corresponding setting takes effect automatically when EDGARwiz™ starts. If the options IN, OUT and DFRM are all specified in this manner, EDGARwiz™ runs in the batch mode. In this mode, the EDGARwiz™ Main Window does not appear at all. Instead, an EDGARwiz™ batch mode window only informs you that it is running in the batch mode. Conversion of the specified file(s) begins automatically without any further user interaction as soon as EDGARwiz™ starts up in the batch mode, and when all files have been converted the program returns to Windows.

When running in the batch mode, all EDGARwiz™ settings other than those specified in the command line or through a parameters file are derived from their last saved values when EDGARwiz™ was run in the interactive mode. This includes the settings to suppress user notifications and prompts.If you need to change these settings, run EDGARwiz™ in the interactive mode, change the settings to their desired values, then either click Save Settings Now or exit the program with the Save Settings on Exit option enabled in the Main Window. These settings will then take effect when EDGARwiz™ is subsequently run in the batch mode.

EDGARwiz™ Customization Features

EDGARwiz™ has extensive customization features that are available when you click Customize in the Main Window. The customization interface appears as follows:

Select one of the tabs in this window to customize the corresponding features. Each of these tabs is described in the sections that follow.

Web Colors Tab

EDGARwiz™ gives the user many ways to change and customize the look of the converted HTML document.

Background Color Options

EDGARwiz™ gives the option to incorporate a background color into the converted HTML document. If Color is selected, you may click Choose Color to make your selection. The selected color then appears in the preview window.

Document Colors

EDGARwiz™ allows the user to completely customize the colors used by different components of the converted HTML web page, by overriding the colors in the source document. The color patches display the chosen colors, and the preview window displays the current color scheme. For example, the preview window with a background color and custom colors selected may appear as follows:

Text Attributes Tab

EDGARwiz™ allows the user to modify the appearance of text enhancements (such as underline or boldface). This can be done by selecting an option in the drop down menu for the desired enhancement. If the option to replace or keep and add is selected, use the drop down box on the right to provide additional information. If a color is desired for any text enhancement, check the "use color" option. A color selection dialog box appears, and a color can then be selected. Any change that is made within these options will affect all occurrences of the enhancement within the source document.

Margins Tab

You may increase (or decrease) the left and right margins when converting a document by entering the desired offsets in the Left Margin Offset and Right Margin Offset fields.

Further, EDGARwiz™ lets you override any margin setting in the source document. To do this, check the box on the left and enter the desired (override) value on the right. The color coded diagram serves a guide for the different margins. Note that the browser may ignore the right margin setting if the "HTML Tab" option Let browser override and adjust right margin is checked.

All values entered in this dialog box use the units selected from the drop down box in the upper left corner. The possible units are:

· inches - Specifies value in inches.

· cm - Specifies value in centimeters.

· mm - Specifies value in millimeters.

· points - Specifies value in printer points (1/72 inch).

· twips - Specifies value in "twips" (twentieth of a point, i.e. 1/1440 inch).

If the units selection is changed, all values change automatically to reflect the new unit of measurement.

HTML Tab

The options within this tab allow the user to override and control the browser settings to optimize the appearance of the resulting HTML document.

· Force fixed-spacing font - Checking this box forces the output HTML file to use a fixed-spacing font.

· Let browser override heading styles - Checking this option causes the browser to use its own default character styling for headings in a document. If this option is checked, then EDGARwiz™ generates an <H> tag with the appropriate level for paragraphs that have a heading style. If this box is not checked, the <P> tag is used for all paragraphs, including heading-styled paragraphs.

· Let browser override line styles - Checking this box causes the browser to ignore the style and thickness of horizontal lines in the original document, and instead use the browser's own native style.

· Let browser override text border settings - Checking this box causes the browser to ignore the style and thickness of text (character) borders in the original document, and instead use the browser's own native style.

· Let browser override paragraph border settings - Checking this box causes the browser to ignore the style and thickness of paragraph borders in the original document, and instead use the browser's own native style.

· Let browser override table border settings - Check this box to let the browser override the table border style, and use its own settings. This may result in a table appearance better optimized for viewing on a screen.

· Let browser override cell padding - Check this box to let the browser override the cell padding values, and use its own settings. This may result in a table appearance better optimized for viewing on a screen.

· Let browser adjust page width - Checking this box lets the browser adjust the displayed document width to match the browser window size. This results in reformatting of the document, which may therefore appear quite different from the source document. If this box is not checked, the page width is fixed to match the original document, and is not dependent on the width of the browser window.

· Regenerate hyperlinked table of contents - Check this box to have EDGARwiz™ create a hyperlinked table of contents, whether or not a table of contents was created in the original document. This is particularly suitable for informational web sites. If this box is unchecked, a table of contents is created in the same format as in the original document. However, this assumes that one was created in the original document, and hyperlinks are generated only if they existed in the original document.

· Regenerate hyperlinked index - Check this box to have EDGARwiz™ create a hyperlinked index, whether or not an index was created in the original document. This is particularly suitable for informational web sites. If this box is unchecked, an index is created in the same format as in the original document. However, this assumes that one was created in the original document, and hyperlinks are generated only if they existed in the original document.

· Regenerate hyperlinked footnote tags - Check this box to have EDGARwiz™ regenerate bidirectionally hyperlinked footnote tags.

· Regenerate hyperlinked endnote tags - Check this box to have EDGARwiz™ regenerate bidirectionally hyperlinked endnote tags.

· Maintain line breaks of original document - If this box is checked, then soft line breaks in the original document are converted as hard breaks so that, given sufficient screen width, lines in the converted file break at the same locations as they did in the original document. If this box is unchecked, line breaks in the converted file are determined by the browser, and may not occur at the exact same locations as in the original document.

· Maintain pagination of original document - If this box is checked, then soft page breaks in the original document are converted as hard page breaks, to reflect the same pagination as in the original document.

· Use Horizontal lines to show page breaks - Checking this box inserts a horizontal line in the HTML file to represent a page break.

· Allow .BMP graphics - Normally EDGARwiz™ assumes that only .JPG or .GIF graphics files are acceptable for linking with HTML output. Other graphics types are converted to one of these two formats. If you check this option box, EDGARwiz™ will permit .BMP graphics as well. Please note, however, that in general the SEC does not permit graphics of any kind other than .JPG or .GIF.

· Allow .WMF graphics - Normally EDGARwiz™ assumes that only .JPG or .GIF graphics files are acceptable for linking with HTML output. Other graphics types are converted to one of these two formats. If you check this option box, EDGARwiz™ will permit .WMF graphics as well. Please note, however, that in general the SEC does not permit graphics of any kind other than .JPG or .GIF.

· Display Images in their Native Size - Normally, EDGARwiz™ produces HTML code instructing the browser to resize images (if necessary) to match their size in the source document. This is generally the desired behavior. However, the resizing process sometimes compromises the quality of the image, and the resulting resized image may appear to be jagged or of poor quality. In such situations, you may check this option box. When this box is checked, images are displayed without resizing, thus improving their display quality.

· Use Numeric Codes for Symbols - Symbols and special characters may be coded in HTML documents using mnemonics or numeric value. If this option is checked, numeric codes are used, otherwise mnemonics are used.

· Consolidate styles - EDGARwiz™ uses cascaded HTML styles as defined in HTML version 3 and higher, to produce highly formatted HTML files that replicate the formatting of the original word processing document as much as possible. Checking this box lets EDGARwiz™ define these styles in the HTML header and reuse them again and again, resulting in smaller files that download faster. This works very well with browsers like Internet Explorer. However, NetScape does not currently support style definition in headers. To accommodate NetScape this box should be unchecked. However, this results in significantly larger HTML files that take longer to download and display. When shipped from the factory, this box is unchecked to accommodate Netscape. This box may be checked if the resulting HTML files are intended to be viewed primarily with Internet Explorer.

· Allow Tricky HTML - By default, this box is checked, which allows EDGARwiz™ to use the most advanced HTML coding possible within the restrictions specified by the SEC. This includes the use of special HTML "tricks" to make the formatting and layout of the EDGARized HTML file as similar to that of the source document as possible. However, this kind of advanced and tricky HTML may confuse some third-party products (e.g., cataloging programs) that work with EDGAR files. Users may opt to use simpler HTML (at the expense of some layout and formatting compromises) by unchecking this box.

Text Tab

The options within this tab allow the user to specify how certain conversions take place when converting documents to ASCII-based EDGAR (Legacy EDGAR).

· Include Table Tags for Narrow Tables - EDGAR imposes a line length limitation of 80 characters per line for normal text. It makes an exception for wide tables (tables that have a total width more than 80 characters). Wide tables may be up to 132 characters wide, but they must be demarcated by <TABLE> ... </TABLE> tags, and may include additional tags such as <CAPTION>, <S>, <C>, etc. For narrow tables (those with a total width of 80 characters or less), these tags are optional. By default, EDGARwiz™ always outputs table tags for wide tables, and does not output them for narrow tables. However, you may check this customization box to have EDGARwiz™ output table tags for all tables (narrow and wide).

· Untagged tables borders/lines - The check boxes in this group affect table borders only for those tables that are untagged (i.e., that do not have <TABLE> ... </TABLE> and other tagle tags). These are called untagged tables. Normally, when producing untagged tables, EDGARwiz™ derives the table and cell border lines from the source document. You may selective suppress these border lines by using the check boxes in this area of the customization dialog box. Please note that tagged tables are never output with table or cell borders, irrespective of whether or not they have borders in the source document.

· Line Ending convention - This option may be used to specify the convention to be used for line endings in the text output file. This lets you adapt the text file to Dos/Windows, Macintosh or Unix-based systems.

· Append EOF - Many older applications rely on a special end-of-file character (ASCII code 26) to mark the end of a text file. Modern applications generally do not require this, and some modern applications may actually display this character as a rectangular box character. EDGARwiz™ gives you a choice of whether or not to include this character in the output. If the text files are intended to be processed by older (specially Dos-based) applications, it may be a good idea to include this character (check the box). If not, you may leave this box unchecked.

PowerPoint Tab

The options within this tab allow you to specifry how certain PowerPoint features are converted to HTML or ASCII EDGAR.

· Layout Scale - PowerPoint slides are usually prepared to presentation purposes, with large font sizes and images. When converted to an SEC filing, they look better if reduced. EDGARwiz™ lets you specify the reduction factor for the slide layout. This is specified as a percentage, with 100% meaning no reduction. Any value between 10% and 250% may be specified, with the default being 65%.

· Content Scale - EDGARwiz™ also lets you specify the scaling factor for slide content (e.g., text and images) as opposed to slide layout. This is specified as a percentage, with 100% meaning no reduction. Any value between 10% and 250% may be specified, with the default being 60%. It's a good idea to specify the content scaling as slightly smaller than layout scaling, to take into account differences between the way browsers handle content metrics as opposed to PowerPoint.

· Page Break between slides - Checking this box produces a logical page break between slides. By default, this box is checked.

· Slide/Note Conversion Mode - This selection box lets you choose between six different modes for conversion of slides/notes and their sequencing. You may convert only the slides, only the notes or both. Further, you may specify if notes should appear adjacent to their associate slides, or separately as a group. You may also specify whether notes should precede or follow the slides.

Summary Tab

EDGARwiz™ picks up HTML header meta tag information (such as document title, summary or keywords) from the corresponding document summary fields in the source document. Use this tab to enter default values for these fields if the corresponding information is missing in the source file.

· Title - The title of the document appears in the title bar at the top of the browser window, and also identifies the web page for the Search Engines. This title is also picked up by EDGARpack™ as the Document Description submission field for EDGAR.

· Keywords - EDGARwiz™ allows the user to input keyword meta tags within the HTML code. These tags do not appear in the browser window but are visible to Search Engines. The keywords used should be words that identify the content of the web page.

· Summary - EDGARwiz™ allows the user to input a document summary for meta tags within the HTML code. This description does not appear in the browser window but is visible to Search Engines.

Miscellaneous Tab

EDGARwiz™ has extra customizing features under this tab.

· Special treatment of footnotes - Click the down-arrow to specify how footnotes should be treated. You may convert them as footnotes, suppress them entirely, convert them to regular text at the point of reference, convert them to endnotes or to annotations.

· Special treatment of endnotes - Click the down-arrow to specify how endnotes should be treated. You may convert them as endnotes, suppress them entirely, convert them to regular text at the point of reference, convert them to footnotes or to annotations.

· Special treatment of annotations - Click the down-arrow to specify how annotations should be treated. You may convert them as annotations, suppress them entirely, convert them to regular text at the point of reference, convert them to footnotes or to endnotes.

· Special treatment of headers - Click the down-arrow to specify how headers should be treated. You may convert them as headers, suppress them entirely, or convert them to regular text at the point in the document where they are defined.

· Special treatment of footers - Click the down-arrow to specify how footers should be treated. You may convert them as footers, suppress them entirely, or convert them to regular text at the point in the document where they are defined.

· Normalize revision-inserted content - Checking this box has the effect of converting revision-inserted content as normal content. This is like "accepting" or "merging" revision-insert tracking in a document. Please note that if this box is checked, no <R> and </R> tags will be output around revision-inserted content. This box has no effect on the treatment of <R> and </R> tags related to highlighted text.

· Remove revision-deleted content - Checking this box results in removal of revision-deleted content This is like "accepting" or "merging" revision-delete tracking in a document. Please note that if this box is checked, no <R> and </R> tags will be output to mark content deletion.

· Remove overstruck text - Checking this box removes text that has been overstruck, but does not affect output of <R> ... </R> tags.

· Convert highlighted text to R-tagged text - Checking this box translates text that was highlighted in the original document to normal text enclosed in <R> … </R> tags. This simplifies the arbitrary insertion of R tags, since any text may be R-tagged independent of its revision status simply by highlighting it in the source document.

· Replace page number - Check this box to suppress automatically generated page numbers. In the edit field on the right, enter the string that should be used as a placeholder for page numbers.

· Suppress Table Borders – Check this box to remove overall table borders in EDGARized files. This setting has no effect on individual cell borders.

· Override font name - Check this box to override the font used in the original document, and enter the name of the desired font in the field on the right.

· Right Margin Justification - This option lets you override the right margin justification settings of the document being converted.

· Fill character to use for symbols that cannot be represented - In this field, you may enter a dummy character that will be used to mark symbols that could not be represented in the converted HTML document.

Customize Dialog Buttons

At the bottom of the customize dialog box are several buttons. Each of their functions are described below.

· Defaults - Clicking this button resets EDGARwiz™ customization options to their factory-shipped defaults.

· Save Profile - This button lets you save the current customization settings from all tabs in a profile file. This file may later be loaded to install the exact same customization settings.

· Load Profile - This option loads customization settings which were previously saved by clicking Save Profile . Several profile files are included with EDGARwiz™ as factory-shipped, and have the extension .PRF. You may load any of these profiles, modify it and save it under a different name to precisely customize EDGARwiz™ for your conversions.

· Merge Profile - This option merges the current customization settings with those that were previously saved by clicking Save Profile . The resultant new settings may be saved under a different name to precisely customize EDGARwiz™ for your conversions.

· Apply Now - Clicking this button ensures that the user-defined customization settings take effect in the next conversion.

· Cancel - Click this button to cancel any changes you have made to the customization settings since they were last saved.

· OK - Click to save the customization settings and exit the customization menu. The settings take effect in the next conversion.

EDGARxbrl™

What is XBRL

XBRL stands for Extended Business Reporting Language. It is the new filing format stipulated by the SEC starting December 2008 for some filers, and to be phased in for all filers after that date.

Difference between XBRL and ASCII/HTML filings

In an XBRL filing, each item of data must be tagged to correspond to a concept in a well-defined vocabulary known as a taxonomy. Most of the work involved in an XBRL filing relates to identifying which standard concept each reported item of information corresponds to. This is known as mapping. If no standard concept exists for a particular piece of information, then a new vocabulary, known as a custom taxonomy (or extension taxonomy), has to be created. None of this exists for ASCII and HTML filings.

On the other hand, many of the formatting issues encountered when creating ASCII or HTML filings are irrelevant in XBRL filings. This means that once the mapping has been accomplished, filing in XBRL is actually much easier than in ASCII or HTML.

Essential Concepts for XBRL filing

This chapter deals with some of the most important concepts that XBRL filers need to know in order to create and submit filings in XBRL format.

Concepts and Facts

In XBRL, an item of information that needs to be reported is referred to as a Concept. For example, Gross Annual Revenue is a Concept. Once data has been assigned to a concept, it is referred to as a Fact. For example, Gross Annual Revenue is $120,000,000 is a Fact. Concepts and facts may be broadly categorized as numeric or textual.

Numeric Concepts

Numeric concepts describe reporting information that is quantitative in nature. For example, Annual Revenue and Number of Shares are numeric concepts. Numeric facts must be qualified by their unit of measurement (e.g., Shares or Dollars) and by the precision with which they are reported (e.g., in Thousands of Dollars).

Textual Concepts

At the present time, textual concepts are less important to XBRL filers, since the SEC currently requires only that Financials be reported in XBRL. In the future, when complete filings need to be created in XBRL, concepts that describe information of a textual nature will be relevant.

Contexts

All facts reported in an XBRL filing must also be qualified by the context within which they should be interpreted. At the very least, the context of a fact includes the Reporting Entity (e.g., company or organization) that it relates to, and a Time Period or Time Instant reference if relevant (e.g., Fiscal Year 2007).

IDs

Contexts and Unit definitions are identified by what are known as Identifiers (or IDs). An XBRL filing defines all the contexts and units used throughout the filing, and assigns each of them a unique ID. Each fact reported in the filing then references the appropriate context or unit by referring to its ID. In other words, the ID is used to establish a link between a fact and its context or unit.

IDs are also used in other situations, e.g., to establish linkages between footnotes and the facts that they are attached to.

Installing & Running EDGARxbrl™

EDGARxbrl™ is installed as part of EDGARsuite™. No further installation is required.

There are two ways to start EDGARxbrl™:

· Select EDGARxbrl Program from the EDGARsuite™ folder placed on your desktop.

· Click in the Widows taskbar, then select Programs » EDGARsuite » EDGARxbrl Program.

This starts the EDGARxbrl™ program which displays its main window as described in the next chapter.

EDGARxbrl™ Main Window

When EDGARxbrl™ is started, it displays its main window which looks like this:

The different parts of this window are described in the following sections.

Filing Folder

The current filing folder is displayed at the top of the main window. This is the folder in which the XBRL filing along with all supporting files will be saved. If creating a mixed filing (i.e., one which includes HTML or ASCII and XBRL files), this folder may also contain files produced by other EDGARsuite™ modules. Files in this folder may be assembled automatically into a single submission by EDGARpack™ (please see "The Filing Folder" under EDGARpack™).

To change the filing folder, click the Select Filing Folder button. This brings up a standard Windows folder selection dialog box, letting you navigate to and select the desired folder.

Work Area

The bulk of the EDGARxbrl™ Main Window is taken up by the Work Area. This is the area where the tasks required to create, validate and work with XBRL filings are performed. This area includes a set of tabs, which you use to select a particular task.

Initially, only two tabs are available:

· Main – This tab contains controls that let you open an existing filing or start a new one.

· Preferences – This tab lets you set program preferences and options.

Once you start a new filing or open an existing one, the following additional tabs are displayed:

· Contexts – Use this tab to create or edit contexts for the reporting facts. You can also specify a default context to be applied automatically when relevant.

· Units – Use this tab to create or edit units for numeric facts. You can also specify default units for various kinds of facts, which may be applied automatically when relevant.

· Facts – Use this tab to select concepts and fill them with reporting data to create the facts that constitute your XBRL filing. Large numbers of facts can also be filled in bulk using mapping.

· Footnotes – Use this tab to view or edit footnotes attached to your reporting facts.

· Extension – Use this tab to manage extension taxonomies.

· XBRL – Use this tab to manage your XBRL filing overall.

· Info – This tab displays information and documentation useful for SEC filers, that is included with the U.S. GAAP taxonomies.

Working with each of these tabs is described in detail in later chapters.

Action Buttons

The column of action buttons at the right of the Main Window provide access to common functions that are available irrespective of which tab is being worked on in the Work Area. Buttons that are not relevant at any given time are greyed out (disabled).

Guidance Window

This window displays guidance and other messages as you perform various operations in EDGARxbrl™.

Edit Window

This window is used to enter or edit data manually. Most of the time, reporting items are filled automatically by dragging and dropping, or copying and pasting from outside sources. In such cases, this window lets you preview the information that will be “dropped” into a reporting fact.

“Main” Tab

The Main tab appears as shown below:

· Click Create New Filing from GAAP Taxonomy to create a new filing based on the standard taxonomies.

· Click Create New Filing from Custom Taxonomy to create a new filing based on a custom (extension) taxonomy that has already been defined. For example, you may use this option to create a new filing based on an extension taxonomy that was created during a previous filing. EDGARxbrl™ displays a standard Windows dialog box that lets you navigate to and select the .XSD (schema definition) file constituting the extended or custom taxonomy.

· Click Open an Existing XBRL filing to open an existing filing. EDGARxbrl™ displays a standard Windows dialog box that lets you navigate to and select the .XML file constituting the existing XBRL filing.

“Contexts” Tab

The Contexts tab is used to define or edit the contexts for all facts reported in the XBRL filing. It displays as follows:

Commonly used context fields appear at the top of this window. The contexts that have been created for use in this filing are listed as a tree in the large window below the context fields.

Context fields

The various fields in the Context tab are described below:

· Name – This is typically the name of the filing entity that the context refers to. In most cases this is the filer. In some cases, such as in filings reporting acquisitions, there may be several contexts referring to different entities.

· CIK – This is the CIK (Central Index Key) assigned by the SEC to the filing entity that the context refers to. As with the Name field, in most cases this is the filer, but some filings may include several contexts referring to entities with different CIKs.

· Period – Many contexts have either a time duration (e.g., fiscal year, or quarter) or time instant (e.g., date of sale) associated with them. You may select from the most common time periods by clicking the drop-down box next to the Period label. Or, you may enter the time period or instant manually. If entering a time instant, enter it into the Date1 field. If entering a time duration, enter the starting date into the Date1 field and the ending date into the Date2 field. These dates may be typed into their respective fields in mm/dd/yyyy format, or you may click the Date1 and Date2 buttons to bring up an interactive calendar where you can select the dates.

· ID – Each context must have an ID (identifier) associate with it, conforming to XML requirements. You may create an ID automatically by clicking Create ID , or you may type it in manually.

Viewing a Context

To view a context that is listed in the context tree, click the context you wish to view. The contents of that context are then displayed in the context fields at the top of this window.

Advanced users may also view the contents of a context in tree fashion by right-clicking the context in the tree and selecting Expand. The contents of the context are then displayed as a hierarchy within the context tree.

Creating a new Context from scratch

1. Fill in the Name, CIK and Period fields at the top of the Contexts tab window.

2. Click Create ID to have EDGARxbrl™ automatically create an ID (name) for this context. You may edit this name in the ID field if you wish.

3. Click New Context . This creates the context and adds it to the list of contexts displayed in this window.

Creating a new Context from an existing Context

1. Select the context you wish to base the new context on, by clicking it in the list of contexts displayed in this window. This fills in the fields at the top of this window with the contents of this context.

2. Edit the fields at the top of this window as needed.

3. Click New Context . This creates the context and adds it to the list of contexts displayed in this window.

Editing an existing Context

1. Select the context you wish to edit by clicking it in the list of contexts displayed in this window. This fills in the fields at the top of this window with the contents of this context.

2. Edit the fields at the top of this window as needed.

3. Click Update Context .

Deleting a Context

1. Right-click the context you wish to delete in the list of contexts displayed in this window.

2. In the pop-up menu that appears, select Delete.

Default Context

The currently displayed context may be set as the default context by clicking Set as Default . If a default context has been set and the Use Default Context checkbox is checked in the Action Buttons area of the EDGARxbrl™ main window, then this default context is automatically applied to reporting facts that are filled by Drag-and-Drop or Copy-and-Paste operations.

“Units” Tab

The Units tab is used to define or edit the units for all numeric facts reported in the XBRL filing. It displays as follows:

Commonly used unit fields appear at the top of this window. The units that have been created for use in this filing are listed as a tree in the large window below the unit fields.

Viewing a Unit

To view a unit that is listed in the units tree, click the unit you wish to view. The contents of that unit are then displayed in the unit fields at the top of this window.

Advanced users may also view the contents of a unit in tree fashion by right-clicking the unit in the tree and selecting Expand. The contents of the unit are then displayed as a hierarchy within the unit tree.

Creating a new Unit from scratch

1. Fill in the fields at the top of the Units tab window.

2. Click Create ID to have EDGARxbrl™ automatically create an ID (name) for this unit. You may edit this name in the ID field if you wish.

3. Click New Unit . This creates the unit and adds it to the list of units displayed in this window.

Creating a new Unit from an existing Unit

1. Select the unit you wish to base the new unit on, by clicking it in the list of units displayed in this window. This fills in the fields at the top of this window with the contents of this unit.

2. Edit the fields at the top of this window as needed.

3. Click New Unit . This creates the unit and adds it to the list of units displayed in this window.

Editing an existing Unit

1. Select the unit you wish to edit by clicking it in the list of units displayed in this window. This fills in the fields at the top of this window with the contents of this unit.

2. Edit the fields at the top of this window as needed.

3. Click Update Unit .

Deleting a Unit

1. Right-click the unit you wish to delete in the list of units displayed in this window.

2. In the pop-up menu that appears, select Delete.

Default Currency Unit

The currently displayed currency may be set as the default context by clicking Set as Default Currency . If a default currency unit has been set and the Use Default Units checkbox is checked in the Action Buttons area of the EDGARxbrl™ main window, then this default is automatically applied (when relevant) to reporting facts that are filled by Drag-and-Drop or Copy-and-Paste operations.

“Facts” Tab

The Facts tab is used to manipulate the reporting facts. It displays as follows:

Reporting facts that are included in a filing are displayed in tree fashion in this window, as seen in this example:

The tree of facts so displayed is called the Facts Tree.

Viewing the details of a Fact

You may view the details of any reporting fact displayed in the Facts Tree using any of these options:

1. Shift-click the fact in the tree (i.e., click it while holding down the Shift key. An auxilliary window appears, the details of which depend on the type of fact being viewed. This is called the Fact Detail Window. For example, the Fact Detail Window for a numeric fact with a currency unit may appear as follows:

Once the Fact Detail Window is opened, it stays open as you click on different facts, and adjusts itself to each fact selected. This way, you ean easily and interactively view the details of several facts one after the other.

2. Click the fact you wish to display, then click the Display button in the EDGARxbrl™ Main Window. This opens the Fact Detail Window as above.

3. Right-click the fact whose details you wish to view, and select Expand in the pop-up menu that appears. This displays the fact details in tree fashion in the Facts Tree window.

Populating a Fact with data

Including reporting facts into your XBRL filing, and populating these facts with data, is essentially what creating XBRL filings is all about. EDGARxbrl™ gives you many different ways of doing this.

The easiest and most common way to include facts pre-populated with data into a filing is by mapping, as described in a later chapter. Mapping is an easy way to include large numbers of facts, already populated with data, into your XBRL filing in bulk.

However, there are times when you need to include individual facts derived from concepts in the taxonomy on an ad hoc basis. EDGARxbrl™ supports several mechanisms for doing that:

· Drag-and-drop content from outside sources into a fact displayed in the Facts tree in the Facts tab window.

· Copy content from outside sources to the clipboard. Then click a fact displayed in the Facts tree in the Facts tab window and click Paste .

· Type data into the Edit Field in the EDGARxbrl™ main window, then click Paste .

· Right-click a fact, then select Expand in the pop-up menu which appears. This expands the fact, showing all its components as a tree hierarchy in the Facts tree. Components that may be edited are shown in bold face. You may directly edit any component by double-clicking it and typing data into it.

· You may bring up the Fact Detail Window as described earlier, and enter data into it. Then click Update in this window to populate the fact.

Editing the details of a Fact

The easiest way to edit the details of a fact are to first display the details in the Fact Detail Window as described earlier. You may then directly edit the information in this window. When done, click Update to update the fact details.

You mayt also edit a fact in tree mode. To do so, right-click a fact, then select Expand in the pop-up menu which appears. This expands the fact, showing all its components as a tree hierarchy in the Facts tree. Components that may be edited are shown in bold face. You may directly edit any component by double-clicking and editing it.

Displaying Concepts

Concepts are the reporting elements defined in the taxonomy. Reporting Facts are derived from concepts by filling them with data. Therefore, Reporting Facts and Concepts go hand-in-hand. For example, EDGARxbrl™ lets you easily include new facts into your filing by selecting from the available concepts.

The US GAAP taxonomies, on which SEC XBRL filings are primarily based, include 10,000+ concepts. An effective user interface which organizes these concepts and makes them easily accessible is essential in order to rapidly and easily create XBRL filings. This is necessary for both, ad hoc inclusion of facts, and for mapping which is described in a later chapter.

EDGARxbrl™ lets you organize and display concepts alongside the reporting facts in various ways. The concepts may be organized in different modes, or filtered to simplify searching for specific concepts. These modes are described in the following sections.

Concepts organized Lexically

To show concepts organized lexically, check the Show Concepts Pseudo-Tree at the top of the Facts tab window. This displays the concepts available in the taxonomy as a separate tree below the facts tree, as shown in this example:

In this mode, the concepts are organized into an artificial tree based on breaking up the names of the context into their components as evidenced by the way they are spelled. Tree entries in boldface correspond to concepts that can hold data and therefore be made into facts (see "Creating Facts from Individual Concepts").

Concepts organized by Statement (Role)

To show concepts organized by Financial Statement, check the Show Concepts Organized at the top of the Facts tab window. This displays the concepts available in the taxonomy as a separate tree below the facts tree, as shown in this example:

This looks similar to concepts organized lexically (see "Concepts organized Lexically"), but the concepts are organized by financial statement. To access the concepts grouped with any financial statement, right-click that statement in the lower tree and select Expand in the pop-up menu that appears. Concepts that can hold data and shown boldfaced. These can be made into facts (see "Creating Facts from Individual Concepts"). In addition, the presentation structure of a statement as defined in the GAAP taxonomies can be instantly incorporated into the presentation structure of your extension taxonomy by shift-clicking it in this tree (see also "Creating a Presentation Tree from GAAP taxonomies").

Filtering concepts

The standard US GAAP taxonomy of which XBRL filings are based includes over 10,000 concepts. Fortunately, EDGARxbrl™ lets you filter and narrow down this list by using keywords so that you can work with a much smaller list of only the relevant concepts.

To show a filtered subset of concepts, check the Filter checkbox at the top of the Facts tab window. This displays an edit field just below this checkbox, into which you can enter keywords separated by spaces. EDGARxbrl™ uses these keywords to narrow down the list of displayed concepts, and displays only those concepts that include all the keywords you enter. You may check the Tags, Labels and/or Documentation checkboxes to have EDGARxbrl™ look for the keywords in the taxonomy tag names, tag labels and/or tag documentation respectively. Then click Find , which displays the filtered list of concepts.

The Facts tab window displaying a filtered list of concepts looks like this:

Once the filtered list is displayed in this manner, any concept displayed in the lower window can be made into a fact (see "Creating Facts from Individual Concepts"). Since the filtered list is much smaller and specific than the complete list, it is much easier to identify concepts that are relevant to the fact being created.

Creating Facts from Individual Concepts

There are several ways to include an individual fact in your filing based on a concept that is visible in the concepts tree at the bottom of the Facts tab window:

· Select the concept and click Add . This adds an empty fact based on the concept into the Facts tree at the top of the Facts tab window. You may then populate this fact with data using any of the methods described earlier (see "Populating a Fact with data").

· Shift-click (i.e., click while holding down the Shift key) the concept. This adds an empty fact based on the concept into the Facts tree at the top of the Facts tab window. You may then populate this fact with data using any of the methods described earlier (see "Populating a Fact with data").

· Drag-and-drop content from an outside source onto a concept displayed in the Concepts tree. This populates the concept to create a fact, and includes the newly created fact into the Facts tree (and hence into your XBRL filing).

· Copy content from an outside source into the clipboard, then click a concept displayed in the Concepts tree and click Paste . This populates the concept to create a fact, and includes the newly created fact into the Facts tree (and hence into your XBRL filing).

Attaching Footnotes to Facts

EDGARxbrl™ provides several options for attaching footnotes to facts:

· To associate a footnote with a fact, select that reporting fact in the Facts tree, then drag and drop the text of the footnote from an outside source onto the Footnote button.

· Copy the footnote text from an outside source to the clipboard. Then, in the Facts tree, select the fact with which you wish to associate the footnote, and click the Footnote button.

· Enter the footnote text into the Edit field in the EDGARxbrl™ main window. Then, in the Facts tree, select the fact with which you wish to associate the footnote, and click the Footnote button.

Once footnotes have been attached to reporting facts, the footnotes themselves are displayed in the Footnotes tab (see "“Footnotes” Tab"). EDGARxbrl™ establishes all the links necessary for these footnotes to be correctly attached to the relevant reporting facts.

“Footnotes” Tab

The Footnotes tab is used to view and edit footnotes attached to reporting facts. It displays as follows:

“Extension” Tab

The Extension tab is used to manage custom (extension) taxonomies. It displays as follows:

When creating an Extension Taxonomy, you actually work simultaneously with the standard U.S. GAAP taxonomies, because the customized taxonomy may include tags, relationships and calculations from the U.S. GAAP taxonomies as well as new concepts, relationships or calculations that you define. Therefore, when you select the Extension tab, EDGARxbrl™ brings up another window to the right of the EDGARxbrl™ window with the U.S. GAAP taxonomy. The screen looks like this:

This lets you easily and quickly create an extension taxonomy including U.S. GAAP taxonomy elements from the right window and your custom elements defined using the dialog fields in the left window.

Components of an Extension Taxonomy

Broadly speaking, when you create an extension taxonomy, you are specifying three different components:

1. If you wish to include a reporting concept that is particularly unique to the filing entity and is not within the U.S. GAAP standard taxonomies, you define this concept along with its attributes and characteristics in an extension taxonomy.

2. If you wish to present information differently from the way it is presented by the U.S. GAAP standard taxonomies, you can define a different presentation structure in an extension taxonomy. This includes changing the labels that are used to identify reported facts for presentation purposes.

3. If you define new reporting concepts in an extension taxonomy, you may also optionally define the calculation relationships between them.

EDGARxbrl™ supports the creation of extension taxonomies with all three of these components.

Extension Taxonomy Trees

EDGARxbrl™ displays the components of an extension taxonomy in three different trees:

· The Presentation Tree is used to display the hierarchical (parent-child) relationships between the reporting concepts for presentation purposes. All concepts that will be presented (displayed) are included in this tree, whether they are from the standard U.S. GAAP taxonomy or defined in the extension taxonomy.

· The Calculation Tree is used to show the calculation relationships between reporting concepts. All concepts whose calculation consistency is to be verified are included in this tree, whether they are from the standard U.S. GAAP taxonomy or defined in the extension taxonomy.

· The Schema Tree is used to show the XML characteristics of reporting concepts belonging to the extension taxonomy. Concepts that are used in the filing but which belong to the standard U.S. GAAP taxonomy are not included in this tree.

You can selectively display one or more of these trees by using checkboxes in the Extension tab as shown below:

These trees are described in further detail as they are encountered in the sections that follow.

Presentation Tree

As mentioned earlier, the extension taxonomy may specify the hierarchical (heading level) relationships governing the presentation of reporting concepts. In XBRL, this is referred to as a parent-child relationship between reporting concepts. The Presentation Tree therefore shows the reporting concepts arranged in a heading level hierarchy, as nested indented entries. The topmost level corresponds to the leftmost placement in the tree in terms of indentation. Lower level items are referred to as children of the immediately preceding upper levels.

For SEC financial filings, there is a relationship between this hierarchy level and elements in the financial tables:

· The topmost (highest) hierarchy level corresponds to the name of a financial table. If the extension taxonomy of a filing specifies several financial tables, there will be several top-level entries in the Presentation Tree, one for each table.

· The second highest hierarchy level corresponds to the the highest level entry or entries in a financial table. This is usually a heading, which contains no numeric or financial data, and so the Reporting Concepts at this level are usually abstract (i.e., they do not hold data).

· Subsequent hierarchy levels correspond to lower level entries in the financial tables. The leaf (i.e., lowest level) entries in a tree are usually the ones that contain data. They are therefore not abstract. Intermediate level entries may be abstract or may contain data.

For example, below is a sample display of a Presentation Tree collapsed, i.e., showing only the topmost hierarchy level. This tree results from a filing containing four financial tables.

The same tree is shown below with the tree corresponding to the second financial table partially expanded. Notice the relationship between the abstract (heading) and non-abstract (data) concepts.

Calculation Tree

The extension taxonomy Calculation Tree displays the calculation consistency relationships that govern your filing. It includes standard U.S. GAAP taxonomy as well as concepts in your extension taxonomy.

This tree shows the addition and subtraction relationships between different reporting concepts. Each reported value of each item in the tree is the summation (addition or subtraction) of its child items that have the same context ID (see "“Contexts” Tab"). An item that adds to its parent is indicated by [add], while one that subtracts is indicated by [sub]. Below is a sample display of a Calculation Tree:

In the above example, the following calculation relationships are specified for Net Income (Loss):

Net Income (Loss) =
+ Income before Income Taxes
- Income Tax Expense

Income before Income Taxes =
+ Gains (losses) on Sale of Debt Securities
+ Revenues
- Noninterest Expense
- Provision for Credit losses

Noninterest Expense =
+ Amortization of Intangible Assets
+ Data Processing
+ Other Noninterest Expense
+ Personnel
+ Professional Fees
+ Telecommunications

By moving items around in the calculation tree and changing their sign, you can easily alter calculation relationships and define new ones.

Schema Tree

The extension taxonomy Schema Tree shows the structure of each extension concept defined in the extension taxonomy. It is designed as a reference tool for advanced users who are familiar with XML. Most users will not directly use this tree for any purpose, since details of any extension concept are readily available in the dialog fields at the top of the Extension tab.

Creating an Extension Taxonomy

To include concepts that are not part of the U.S. GAAP taxonomy, or to change the presentation or calculation relationships between or appearance of concepts, you need to define an Extension Taxonomy. Even if you do not need to introduce new reporting concepts, you may create an extension taxonomy to change the presentation or display of your filing.

The sections below describe how you can create new reporting concepts, specify their labelling, and establish the presentation and calculation realtionships between them using EDGARxbrl™. Briefly, the steps to be performed as as follows, though not necessarily in this order:

1. Specify an Extension Taxonomy Namespace to uniquely identify it and associate it with the filing entity.

2. Build the Presentation Tree by bringing in reporting concepts from the U.S. GAAP taxonomies as well as by defining your own concepts if needed. In the process of building this tree, you implicitly specify the hierarchical presentation relationship between these concepts. You may also change the presentation label of any concept.

3. If desired, build the Calculcation Tree by including in it concepts from the Presentation Tree and entering the addition and subtraction relationships between these concepts.

Extension Taxonomy Namespace

The first step when defining a new extension taxonomy is to assign it a Namespace. This is a string that uniquely identifies the owner of the custom taxonomy. It is customary to use the address of the filing entity’s website, or the address of a web page on that website, for this purpose. It is not necessary that such a web page actually exist. This kind of address is called a URI (for Uniform Resource Identifier). This should be entered into the Namespace field at the top of the Extension tab.

Building the Presentation Tree

The Presentation Tree is where you do most of the work involved in building an extension taxonomy. It is used to:

· Indicate which concepts from the U.S. GAAP taxonomy are to be used in presenting your filing.

· Define new concepts that are unique to your filing and are not part of the standard GAAP taxonomies.

· Define the parent-child relationship between all these concepts so that the filing displays them in correct hierarchical sequence.

· Change the presentation labels of standard GAAP concepts, or define labels for your own extension concepts.

Creating a Presentation Tree from GAAP taxonomies

A very easy way to build an initial Presentation Tree that includes the U.S. GAAP concepts used in your filing is to first include these concepts in your filing as facts under the Facts tab (see "Creating Facts from Individual Concepts"), and then shift-click the appropriate presentation role (statement or disclosure) in the Statements tree under the Facts tab (see "Concepts organized by Statement (Role)"). This automatically builds an initial extension taxonomy Presentation Tree including all included concepts using the relationships specified in the GAAP taxonomies. You may then modify this tree if needed using the procedures described below.

Creating a Presentation Tree by Mapping

Another easy way to build a Presentation Tree is to derive the tree structure directly from the layout of your financial tables as part of the mapping process (see "Mapping"). When you do this, EDGARxbrl™ also picks up the concept labels for the extension taxonomy from your financial tables. As a result, the XBRL filing when viewed in presentation mode closely resembles the original financials that it was mapped from.

Inserting US-GAAP Taxonomy Concepts

To insert concepts or elements from the U.S. GAAP taxonomies into your extension taxonomy, display the Presentation Tree in the EDGARxbrl™ Extension tab, and use the window on the right side of the screen. This window lets you view and navigate through the GAAP taxonomy using three methods:

· By statement or disclosure type (role)

· By lexical arrangement of the concept names

· By filtering

These methods are identical in operation to the methods for searching through concepts as described under the Facts tree (see "Displaying Concepts"), and the controls used are identical. The only difference is that whereas all concepts are displayed under the Facts tab, only the U.S. GAAP concepts are displayed in this window.

To include a concept, navigate to it using any of these methods, and right-click it. In the displayed right-click menu, select one of the Include or Update options to add this concept to your taxonomy:

· The Include as Sibling option adds this concept to your extension taxonomy at the same level as the item currently selected in the extension taxonomy tree in the left window.

· The Include as Child option adds this concept to your extension taxonomy as a child of the item currently selected in the extension taxonomy tree in the left window.

· The Update option replaces the currently selected item in the extension taxonomy tree in the left window with the one from the right window.

Using this procedure, you can easily add standard US GAAP taxonomy concepts into your extension taxonomy. Note that concepts added in this manner remain US GAAP concepts, and you cannot modify their attributes. You can, however, modify the label of the concept and select its location in the Presentation tree of your extension taxonomy. This lets you customize the way it will be displayed in your filing, even though its definition and attributes are unchanged from the GAAP taxonomy.

Inserting New Concepts

To insert a new concept into the extension taxonomy Presentation Tree, enter a name for the concept into the Name field. Select the Type of the concept, and if necessary its Period Type and Balance Type by selecting from the drop-down combination box fields. If the concept is not intended to hold data but serve only as a heading, check the Abstract checkbox. If it is allowable for the concept to be empty, check the Nillable checkbox.

Once information for the new concept has been entered into the dialog fields, you may create the new concept in any one of several ways:

· Click New Item to create the concept at the same hierarchy level as the currently selected (highlighted) concept in the Presentation Tree. If no concept is currently selected, or if the tree is empty, then the new concept is created at the topmost level.

· Click New Child to create the concept one level below (i.e., as a child of) the currently selected concept in the Presentation Tree.

The new concept is created, and displays at its appropriate level, in the Presentation Tree.

Modifying Extension Concepts

To modify a concept in the Extension Taxonomy Presentation Tree, select it in the tree. This displays the concept specifications in the dialog box fields at the top of the Extension tab window. Edit the fields as needed, then click Update . Note that only concepts defined by you can be modified this way. US GAAP concepts cannot be modified, and the Update button is disabled if a US GAAP concept is selected in the Presentation Tree.

Modifying Concept Labels

To modify only the label of a concept, click the Relabel button. This changes the label of the concept selected in the extension taxonomy Presentation Tree to the value entered in the Label field at the top of the Extension tab window. You may relabel concepts defined by you as well as U.S. GAAP concepts. Labels do not change the attributes or meaning of the concept they are associated with, but only how they are presented or displayed.

Reordering Extension Concepts

There are several ways to change the ordering as well as the hierarchical arragement of the reporting concepts in the Presentation Tree.

· You may drag and drop any tree item in the Presentation Tree to a new location, using the mouse. The new location may be a different position in the same subtree, or may be in an entirely different subtree. As you drag an item over the tree concepts, a horizontal insertion line displays when the mouse cursor is between two reporting concepts, or a tree item is selected with the cursor is on a reporting concept.

o Dropping an item when the cursor is between two reporting concepts (an insertion line is displayed between two concepts) results in inserting the item between those two concepts.

o Dropping an item when the cursor is on top of a reporting concept (the reporting concept is highlighted) results in inserting the item as a child of the highlighted concept.

Thus, it is possible to move a tree item to any level or position in the Presentation Tree simply by dragging and dropping.

· You may right-click an item in the Presentation Tree, and select an option from the displayed right-click menu to reposition the item.

Building the Calculation Tree

The Calculation Tree is usually built at the same time or after building the Presentation Tree. The mechanics of adding or updating elements in this tree are identical to those used in the Presentation Tree. The Update , New Item and New Child buttons just above the Calculation Tree work with it the same way as the corresponding buttons with the Presentation Tree, and you can move items around in the Calculation Tree by dragging and dropping just like in the Presentation Tree.

The typical procedure for adding items to this tree is:

1. Check the Presentation and Calculcation checkboxes in the Extension tab to display the Presentation and Calculation trees. The Presentation Tree is displayed at the top, and the Calculation Tree at the bottom of the Extension tab. The display may look something like this:

2. In the Presentation Tree, select the item that you wish to include in the Calculcation relationships.

3. In the Calculation Tree, select the existing item to which this new item should summate (i.e., add to or subtract from).

4. Check the + or – checkbox to indicate addition or subtraction.

5. Click New Child above the Calculation Tree. The new item is added as a child of the existing item, as an added or subtracted item.

Top-level items in the Calculation Tree are those that are the target of addition or subtraction relationships, but which do not themselves add to or subtract from other items. To add a top-level item, select it in the Presentation Tree as above and in the Calculation Tree select any other top-level item if one exists. Then click New Item This adds the new item at the top level in the Calculation Tree. The New Item button may also be used to add items at the same level as a selected item in the Calculcation Tree.

Using Extension Concepts in a Filing

Once extension concepts have been defined as above, they show up automatically as available when you switch to the Facts tab. You may now use them to create reporting facts just like using concepts built into the standard taxonomies. You do not have to do anything differently. EDGARxbrl™ automatically creates the appropriate extension schema files and linkages when you create a filing using an extension taxonomy.

“XBRL” Tab

The XBRL tab is used to mange the overall XBRL filing. It appears as follows:

Most users will not directly use this tab.

“Info” Tab

The Info tab is used to display general information and documentation useful to SEC filers, that is available in the U.S. GAAP taxonomies. This information is displayed in tree fashion, and all EDGARxbrl™ tree manipulation functions (such as Expand, Collapse and Search) are available for navigating and finding information in these trees.

“Preferences” Tab

The Preferences tab is used to set EDGARxbrl™ program Preferences and Options. It appears as follows:

The functions of the various preference options are as follows:

· Read Taxonomy - Labels – Reporting concepts defined in the taxonomy are identified by a name, which is a single-word tag with no spaces or punctuation. Although this name is usually quite self-explanatory, many taxonomies (including the US GAAP taxonomy on which XBRL filings are based) additionally define easier-to-read labels for many of the concepts. Check this box to have EDGARxbrl™ read these labels for the reporting concepts defined in the taxonomy. If this box is checked, EDGARxbrl™ runs slightly slower but concepts are then displayed using their lables rather than their names, making them easier to understand and identify.

· Read Taxonomy - Documentation – Many taxonomies (including the US GAAP taxonomy on which XBRL filings are based) include detailed documentation describing the functions of many of the concepts they define. Check this box to have EDGARxbrl™ read this documentation for the reporting concepts defined in the taxonomy. If this box is checked, EDGARxbrl™ runs slightly slower but concepts are then displayed along with detailed documentation describing them in the Guidance Window (see "EDGARxbrl™ Main Window").

· Create Presentation – Style Sheet – Check this box to also create a presentation style sheet (.XSL file) to go with your XBRL filing. When this option is checked, users who view the XBRL instance document in your filing (.XML file) using Internet Explorer will see the information rendered in presentation format rather than as XML code. This bypasses the need for an XBRL viewer to view the filing.

· Create Presentation – HTML file – Check this box to also create an EDGAR-valid HTML file representing your XBRL data in presentation format, to go along with your XBRL filing. The HTML file so created is valid for submission to EDGAR, as long as you reference and link to it in your main filing document.

· Validate Document On Open – Check this box to validate a filing each time it is opened.

· Sort Facts – Check this box to have reporting facts sorted alphabetically in the Facts tab window. If this box is unchecked, they are displayed in the order in which they are encountered n a filing.

· Enable Sound Effects – Check this box to include audio feedback with certain EDGARxbrl™ operations, such as drag-and-drop. For silent operation, you may uncheck this box.

· Enable Warning Sounds – Check this box to include audio feedback with warning messages produced by EDGARxbrl™. For silent operation, you may uncheck this box.

· Include EDGARxbrl™ in Send Tomenu – Check this box to have EDGARxbrl™ included in the Windows Send To menu. In this mode, you may right-click any XBRL filing in Windows Explorer or under My Computer, then select Send To in the pop-up menu that appears, and open that filing in EDGARxbrl™. If this box is unchecked, then EDGARxbrl™ is not included in this Send To menu.

· Folders Hierarchy – This group of radio buttons lets you specify the hierarchy in which submission fields information should be saved. Generally, it should be set the same as in EDGARpack™ (see "Folder Hierarchy").

Action Buttons

The EDGARxbrl™ main window contains several buttons and checkboxes along its right edge (see "EDGARxbrl™ Main Window"). These buttons are available irrespective of which tab is selected in the Working Area of the main window. Buttons that are not relevant to the operation being performed are greyed out (disabled). The functions of these buttons and checkboxes are described below.

· Help – Click this button for online help.

· About – Click this button for information about your EDGARsuite™ license.

· Purchase – Click this button to purchase EDGARsuite™ or any of its components.

· Registration – Click this button to update your registration and contact information.

· Save Fields – Click this button to save filing variables.

· Find – Click this button to find items in any displayed tree using search strings and various options.

· Details – Click this button to open the Fact Details Window (see "Viewing the details of a Fact").

· Windows – Click this button to optimize the windows on your desktop such that the EDGARxbrl™ occupies the left of the screen and the other application you are working with (e.g., an Excel spreadsheet or Word document from which you are draggin content) occupies the right of the screen.

· + - Click this button to completely expand the entire tree displayed in a tree window. If more than one tree is displayed, this button acts on the upper tree in the window.

· - - Click this button to completely collapse the entire tree displayed in a tree window. If more than one tree is displayed, this button acts on the upper tree in the window.

· Use Default Context – Check this box to have EDGARxbrl™ add the default context to every fact that is populated using a drag-and-drop or copy-and-paste operation.

· Use Default Units – Check this box to have EDGARxbrl™ add the appropriate default unit (if relevant) to a fact that is populated using a drag-and-drop or copy-and-paste operation.

· Map – Click this button to bring up the Mapping window (see "Mapping").

· Footnote – Use this button to create footnotes (see "Attaching Footnotes to Facts").

· Validate – Click this button to validate your XBRL filing. Please see "

Table of Contents

EDGARsuite™

EDGARword™

EDGARstar™

EDGARwiz™

EDGARxbrl™

EDGARxml™

EDGARpack™

EDGAR issues

Tips and Suggestions

Reference

EDGARsuite™

Introducing EDGARsuite™

What is EDGARsuite™

Why use EDGARsuite™?

EDGARsuite™ for ASCII filings

EDGARsuite™ for HTML filings

EDGARsuite™ for XBRL filings

EDGARsuite™ for Form SH XML files

Computer System Requirements

Licensing Options

Installing EDGARsuite™

Installing from CD

Installing by downloading

The EDGARsuite™ Desktop Folder

Quick Help

Typical Sequence of Operations (HTML filing)

Introducing EDGARword™

Installing EDGARword™

Using EDGARword™

Alternate Row Shading

Aligning Numeric Columns

Aligning Currency Columns

Fixing Objects such as Spreadsheets

Cleaning Bookmarks

Checking for Problems

Prepare document for EDGARizing

Starting EDGARwiz™ within MS Word

Starting EDGARstar™ within MS Word

License-Related Functions

Help on EDGARword™

EDGARstar™

Introducing EDGARstar™

What is EDGARstar™

Main Functions

Installing & Running EDGARstar™

Title bar

Main Menu bar

Three toolbars

Main document window

Status bar

Scroll bars

Overview of the Main Menu

File Menu

New

Open File

Save

Save As

Title

Validate

Assemble Submission

Print

Print Preview

Print Setup

Recent File(s)

Preferences

Exit

Help on File Menu

Undo

Redo

Delete

Cut

Copy

Paste Text without Breaks

Paste Text with Breaks

Paste Full Formatted

Select All

Find and (Replace)

Go To

Help on Edit Menu