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Webinar Training Program

Webinar Training sessions are held over the Internet. Each session lasts approximately 3 hours and allows trainees to stop at any time throughout the session to ask questions. Webinar sessions can also be split into two 1.5 hour sessions, and topics may be mixed and matched as necessary to suit your needs. A description of each session appears below.

Webinar training is included with the purchase of GoFiler Corporate. Please contact us for additional information about the webinar training and webinar refresher courses that are included with the GoFiler Corporate package.

Additional webinar training can be purchased at any time.

Please call us at (585) 424-1700 for scheduling and for more information about our standard courses or to learn about creating a custom course from our range of topics.

Sample documents may be provided, depending on the selected course.

GoFiler Webinar Courses

GoFiler Basic

The GoFiler Basic webinar is an introductory course to get you started using your application. It includes an overview of the software and discussions about the primary features.

Topics covered include: 

The Application Desktop
User Settings and Preferences

EDGAR Webinar Courses

Complete EDGAR System

The complete EDGAR System webinar walks you through the process of filing forms to the SEC with an emphasis on understanding the EDGAR System and learning about the various form types.

Topics covered include:

The EDGAR System
Accessing the EDGAR System
EDGAR Filing Process
Forms and Form Data
Review of Common Form Types
EDGAR Document Types

Submission and Management

The Submission and Management webinar introduces you to the EDGAR Submission View and to GoFiler Project files. This webinar assumes a working knowledge of the EDGAR System, Windows and of the application. 

Topics covered include:

EDGAR Versions
Submission File Types
Opening Projects from Foreign Filing Applications
Entering EDGAR Data
The Project Tab
Managing Projects
Validation and Proofing
The GoFiler Libraries
Submission

Section 16

The Section 16 webinar covers creating ownership documents and filing Section 16 Forms 3, 4 and 5.

Topics covered include:

Section 16 Overview
GoFiler Interface Overview
Creating and Editing Ownership Documents
The Reporting Owner Library
Tables I and II
Footnotes and the Footnote Library
GoFiler Projects
Adding Exhibits
Validation and Proofing
Submission

XBRL Webinar Courses

XBRL

The XBRL webinar introduces users to the US-GAAP taxonomy and the SEC’s interactive data requirements for US-GAAP reporting. This webinar contains two separate sessions, Basic and Advanced. When requesting more information about this webinar, please specify the session(s) in which you are interested.

Basic Training

The Basic Training session is introductory in nature with an overview of the interactive data requirements and an emphasis on setting up a report for the first time.

Topics covered include:

XBRL Definition and Overview
Terminology and Structure
XBRL Challenges
The GoFiler XBRL User Interface
Setting Up an XBRL Report
Step-by-Step Guide to Creating a Report

Advanced Training

The Advanced Training session covers more advanced XBRL topics and contains information for setting up dimensional presentations.

Topics covered include:

Advanced XBRL Structure
The XBRL Namespace
Shareholder’s Equity
Negated Elements and Calculations
Advanced Fact Properties
XBRL Viewer Considerations
Unsupported and Externally Created XBRL

Topics from both XBRL (US-GAAP) sessions may be combined into a single session or customized to cover topics that are of the most interest to you and your organization.

HTML Webinar Courses

HTML/CSS Coding

The HTML Coding webinar sessions introduces users to HTML and CSS coding and editing. This webinar is split into two separate sessions, Basic and Advanced. When requesting more information about this webinar, please specify the session(s) in which you are interested.

Basic Training

The Basic Training session covers the basic conversion of documents from an external source to HTML. This session walks you through the process of converting a document and editing it within the GoFiler interface.

Topics covered include:

HTML Conversion from Word, Excel, etc.
Overview of HTML
The Page View Editing Environment
HTML Ribbons
HTML Editing Functions

Advanced Training

The Advanced Training session deals more thoroughly with advanced HTML topics and editing advanced CSS properties.

Topics covered include:

HTML Tables
Multi-column Text
Floats and Block Positions

HTML Conversion and Editing

The HTML Text Conversion and Editing webinar covers the topic of converting and polishing HTML documents. This webinar assumes a working knowledge of the application.

Topics covered include:

Conversion Overview
Converting from Word
Converting from Excel
Converting from Powerpoint
Converting PDF
Table Processing
Images
Revisions
Trouble Documents

ASCII Webinar Courses

ASCII Text Conversion and Editing

The ASCII Text Conversion and Editing webinar covers the topic of converting and polishing ASCII documents. This webinar assumes a working knowledge of the application.

Topics covered include:

Conversion Overview
Special Characters
Converting from Word
Converting from Excel
Converting from Powerpoint
Converting PDF
Trouble Documents
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