Filing 101 - ActiveDisclosure Foundations

Course 6 of 7 in DT AD101 Foundations

Filing is considered the most important thing we do at DFIN and this course will show you how to get a filing to the SEC. (Duration: Approx. 12min)

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About this course

This is part of the ActiveDisclosure 100 level Foundations Certification.

Welcome to the ActiveDisclosure Filing course within the ActiveDisclosure Foundations Learning Path

Duration: Approx. 12min

In this course, we will cover the basic functions of editing a project within ActiveDisclosure. The course will consist of written lesson content, a video, and an interactive software simulation that will get you better acquainted with the step-by-step functionality of the software.

Topics Covered within the ActiveDisclosure Filing Course:

      • Project Health
      • Filing Tasks

Learning Objectives:

      • Locate the Project Health widget to ensure SEC compliance and review milestones
      • Choose a Filing task

Date Revised: 2/3/2025

Curriculum

  • Project Health
  • Project Health Overview
  • Project Health Walkthrough
  • Project Health Practice
  • Filing Tasks
  • Filing Tasks Overview
  • Filing Tasks Walkthrough
  • Filing Tasks Practice
  • Course Review
  • Filing Course Review
  • Congratulations

About this course

This is part of the ActiveDisclosure 100 level Foundations Certification.

Welcome to the ActiveDisclosure Filing course within the ActiveDisclosure Foundations Learning Path

Duration: Approx. 12min

In this course, we will cover the basic functions of editing a project within ActiveDisclosure. The course will consist of written lesson content, a video, and an interactive software simulation that will get you better acquainted with the step-by-step functionality of the software.

Topics Covered within the ActiveDisclosure Filing Course:

      • Project Health
      • Filing Tasks

Learning Objectives:

      • Locate the Project Health widget to ensure SEC compliance and review milestones
      • Choose a Filing task

Date Revised: 2/3/2025

Curriculum

  • Project Health
  • Project Health Overview
  • Project Health Walkthrough
  • Project Health Practice
  • Filing Tasks
  • Filing Tasks Overview
  • Filing Tasks Walkthrough
  • Filing Tasks Practice
  • Course Review
  • Filing Course Review
  • Congratulations