SMART SERVICE, CUSTOMIZED TO YOUR NEEDS

GET SEAMLESS ACCESS
TO DONNELLEY FINANCIAL EXPERTS

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With your permission, our specialists can immediately access your document to help solve your financial disclosure challenges.

Take advantage of our unsurpassed technical skill and regulatory insight to ensure your document is accurate, complete and on time.

Take advantage of our unsurpassed technical skill and regulatory insight to ensure your document is accurate, complete and on time.

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Bolster your team with on-demand expertise for XBRL tagging, Word editing, EDGAR review, stylized HTML, print management, product support and more.
Bolster your team with on-demand expertise for XBRL tagging, Word editing, EDGAR review, stylized HTML, print management, product support and more.

SPECIALISTS

Implementation Architect

Works closely with you to get you started and trained on the product.

Financial Reporting Business Consultant

Serves as your primary point of contact for any questions about the process or product.

XBRL Specialist

Provides XBRL technical expertise.

Product Support

Assists you with any technology or application questions.

EDGAR Expert

Offers invaluable guidance regarding SEC deadlines, compliant submissions, exhibit requirements and more.

SERVICES

XBRL Tagging

Creates your XBRL template, helps tag a new footnote.

Word Editing

Assists in processing changes or structuring your Microsoft Word content.

Stylized HTML

Ensures consistent formatting for your HTML EDGAR filing.

Print Management

Works across our global print platform for any project needs.

FAQ

SOLUTION REQUIREMENTS

  • What are the system requirements to use ActiveDisclosure?
  • Can I access the product from anywhere or do I need to be on company network?
  • What type of learning curve is there to begin using the product?

SOLUTION SUPPORT

  • What is the ActiveDisclosure service model?
  • Will I still use my local Donnelley Financial customer service team for other projects?
  • If I have a product issue, who do I call?

SOLUTION FEATURES

  • What are levels of user access and how are they set?
  • Can multiple people edit the disclosure at the same time?
  • Can I go back to the prior version of a document if the editing is not accurate?
  • Can I create black lining from my latest version and/or cumulatively from the initial draft?
  • I currently use linked Excel tables in my Word document. Is this compatible with ActiveDisclosure?
  • Can I send drafts to my entire working group from the product? In what format?
  • How do track changes work for different versions of my document?
  • If there are MS Word features upon which I currently rely, can I still use them with ActiveDisclosure?
  • Is this a cloud based solution?
  • Does ActiveDisclosure support roll forward activities?
  • Can I make last minute changes? Is Donnelley Financial involved in those changes? Do I have to send Donnelley Financial anything to complete the process and file the same day?
  • How do you add in an additional reporting line item?
  • Does ActiveDisclosure perform validation? Is there a warning in the system?

XBRL TAGGING

  • Can the product tag my document in XBRL?
  • How can you view the tagging that has been applied? If you need to change the tag, how do you do that?
  • How can I give access to others to review?
  • Does the product use the same tags I’ve used in the past?
  • Can I get help with my XBRL tagging?
  • If you update cash on the balance sheet file, will that cash number be updated throughout the entire 10-Q automatically wherever it is located?

SEC FILING

  • Does this application allow for 'self-EDGARization' or is that part of the filing process still handled by Donnelley Financial?
  • Can I file with the SEC from the product?
  • What types of disclosures can be managed using the product? Can you use this software to manage disclosures that don't get filed with the SEC?
ActiveDisclosure℠ by Donnelley Financial Solutions