Practitioner documentation · Step-by-step walkthroughs
How to prepare, tag, typeset, and submit SEC filings in BluePrint.
Every guide walks through the real BluePrint interface step by step—from uploading a Word draft for instant EDGARization and attaching exhibits to producing typeset e-Reds and Annual Reports to Shareholders (ARS), reviewing Inline XBRL tags, configuring EDGAR Next tokens, and transmitting live to the SEC.
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01 · Drafting, EDGARizing & Exhibits
Turn Word drafts into SEC-compliant HTML, manage exhibits, edit, and redline.
Keep drafting in Microsoft Word or make late revisions directly inside BluePrint while preserving financial tables, double-underlines, page breaks, and Table of Contents pagination.
How to EDGARize a Word Filing
Upload a .docx draft, choose your SEC form type, inspect the converted house print, verify Table of Contents page numbers against document pages, and open the EDGAR HTML preview.
How to Attach & Manage Exhibits
Review exhibits auto-detected from your filing’s Exhibit Index, attach local files or workspace documents, handle Incorporated by Reference and omitted Exhibit 4 rows, and add unlisted exhibits.
How to Edit a Filing in BluePrint
Open any converted filing in the WYSIWYG Document Editor, toggle Tracked Changes, collaborate with anchor Comments, apply Filing Assistant edits, and repaginate after revisions.
How to Upload New Versions & Run Redline Comparisons
Upload a revised Word draft onto an existing filing row and compare any two versions across Structural, word-by-word Redline, Facts, and synchronized Side-by-Side views.
02 · AI Financial Printer · PDF Proofs, e-Reds & ARS
Generate immutable PDF proofs, preliminary prospectus e-Reds, and Annual Reports to Shareholders.
Produce book-grade typeset PDFs for audit committees, roadshow preliminary prospectuses, and Rule 14a-3(c) / Form ARS submissions without waiting on external printer turnarounds.
How to Generate PDF Proofs & Typeset Copies
Generate immutable point-in-time PDF proofs from any working document for audit and board review, and manage numbered Typeset Copy drafts under the PDF Files tab.
How to Create Prospectus e-Reds & Annual Reports (ARS)
Run Produce e-Red on registration statements (S-1, S-3, S-4, S-11, F-1, F-3, F-4) with red herring spine text, or Convert to ARS on annual reports (10-K, 20-F, 40-F).
How to Submit a Created ARS to EDGAR
Promote a typeset ARS draft to a Filing Copy, send the glossy Annual Report to Shareholders to the File Hub, lock the Form ARS package, run a test filing, and transmit live to EDGAR.
03 · Inline XBRL Tagging, Review & Validation
Tag face statements and Levels 1–4 footnotes, modify concepts, and sign off.
Every AI-suggested tag stays visibly linked to its disclosure in the filing. Inspect concepts, periods, units, and calculation links, modify or reassign elements, and run EFM and DQC validation.
04 · Form ID & EDGAR Next Credentials
Understand required EDGAR keys, obtain a Form ID, and save tokens in BluePrint.
Learn how the SEC’s EDGAR Next framework works—what keys are required for corporate, Section 16, and Section 13 submissions, how to apply for EDGAR access on Form ID, and how to verify your tokens in BluePrint.
How to Obtain EDGAR Credentials (Form ID) & What Keys Are Required
How to apply for a CIK via Form ID on the EDGAR Filer Management portal, complete Login.gov & notary steps, and understand every required key: CIK, CCC, 1-Year Filer API Token, 30-Day User API Token, and POA.
How to Save & Verify EDGAR Credentials in BluePrint
Store your workspace Filer API Token and CCC under Filer info › EDGAR account, save your personal 30-day User API Token, run Check credentials with EDGAR, and verify Section 16 reporter readiness.
05 · Ownership Desks & EDGAR Submission
Prepare free Section 16, Form 144 & Schedule 13 filings, lock packages, and schedule live transmissions.
Draft and validate structured XML insider and beneficial-ownership filings, or walk through the four-step File Hub pipeline to test-file, transmit immediately, or schedule a timed EDGAR submission with automated dry-run rehearsals.
How to Prepare Ownership Filings (Section 16, Form 144 & Schedule 13)
Manage reporting persons, draft and validate Form 4 (Tables I & II, footnotes, Rule 16a-3(g) deadlines) and electronic Form 144, and prepare Schedules 13D and 13G in the Section 13 desk.
How to Use the File Hub & Schedule an EDGAR Filing
Assemble and lock your filing package, verify E-Tokens, run a one-click EDGAR Test file, and transmit live immediately or schedule a timed release with 24h, 60m, and 10m automated rehearsals.
Ready to try BluePrint on your next filing?
Forms 3, 4 and 5 are always free, Form 144 and Schedules 13D/13G are free on every plan, and every BP-Free workspace includes a one-time AI test-tagging evaluation on your most recent publicly filed 10-K.
Questions about a specific SEC form or workflow? Talk to us.