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

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)
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:
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- Project Health
- Filing Tasks
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Learning Objectives:
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- Locate the Project Health widget to ensure SEC compliance and review milestones
- Choose a Filing task
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Date Revised: 2/3/2025