Training and Instructional Videos
Training and instructional videos can be accessed here at our website and also on our YouTube channel. Our YouTube channel contains instructional videos for Legato and EDGAR XML form views. A number of our most popular on-line webinar training sessions have been recorded so you can view them here.
Training videos are unscripted and walk you through the training program with frequent break-aways from the training slides to show you how to apply what you’re learning directly to GoFiler.
Training videos are divided into segments of approximately 10 minutes each to make downloading and viewing the videos easier. Training materials are provided for client use only and may not be redistributed.
EDGAR training courses cover general EDGAR topics, as well as how to prepare and submit filings using the GoFiler family of products.
|Part One – Submission View Overview (5:51)||Part Two – Submission File Types (13:46)|
|Part Three – Entering EDGAR Data (13:03)||Part Four – Managing Projects (4:58)|
|Part Five – Managing Projects: Project Functions (11:49)||Part Six – The CIK Library (4:01)|
|Part Seven – The Series/Class Library (4:46)||Part Eight – Submitting Filings (12:07)|
|Part Nine – The Mailbox (6:33)||Part Ten – All Done (1:17)|
HTML training courses cover basic and advanced HTML topics, including general topics for learning how to code documents using HTML. Training also covers the SEC restrictions on HTML, converting documents from various sources, and on the GoFiler editing environment.
|Part One – Overview (12:48)||Part Two – HTML Overview (21:17)|
|Part Three – Editing Environment (13:31)||Part Four – Ribbon Overview (10:48)|
|Part Five – Common Dialog Operation (11:13)||Part Six – Font and Style (3:56)|
|Part Seven – Paragraphs (8:42)||Part Eight – Tables (21:11)|
|Part Nine – Document Level (16:50)||Part Ten – Pagination (22:12)|
|Part Ten – Supplemental Pagination Information (7:44)||Part Eleven – Conversion Overview (27:16)|
XBRL training includes a basic course for those just learning about XBRL for the first time. This course contains general information about XBRL and its uses and how to create XBRL reports using GoFiler. Learn how to approach the XBRL question, how to use the tools in GoFiler to create compliant reports quickly, and see step-by-step exactly how the process is done.
|Part One – Overview (7:03)||Part Two – SEC XBRL Overview|
|Part Three – XBRL Challenges (16:01)||Part Four – GoFiler XBRL User Interface (4:08)|
|Part Five – XBRL Terminology: Facts (5:26)||Part Six – XBRL Terminology: Elements (13:33)|
|Part Seven – XBRL Terminology: Contexts (8:22)||Part Eight – XBRL Terminology: Labels (2:30)|
|Part Nine – XBRL Terminology: Presentations (5:20)||Part Ten – XBRL Walkthrough (15:58)|
|Part Eleven – GoFiler XBRL Environment (17:51)||Part Twelve – XBRL Step-by-Step (21:13)|
|Part Thirteen – XBRL Step-by-Step (14:43)||Part Fourteen – XBRL Files (9:37)|
|Advanced Topic – Presentations: Shareholder’s Equity (20:25)|