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Adding EDGAR Next Tokens

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Written by Alexander Tomascak
Updated over 2 months ago

Add EDGAR API Tokens

To add your EDGAR Next API Tokens:

  • Go to “Quick Add” > “Add EDGAR API Tokens” > A pop up will launch the “Add EDGAR API Tokens” screen. On this screen, the user can expand both the Filer API Token and User API Token. Once expanded, a user can paste the respective token from the EDGAR Filer Management portal into the Token text boxes.

  • Once both tokens have been pasted, a “Validate” button will appear. Click “Validate” to verify the tokens with EDGAR. Section 16 Manager will pull the Expiry Dates for both tokens.

Manage EDGAR API Tokens

To maintain/update the tokens:

  • Go to “Quick Add” > “Manage User API Tokens”. A pop-up will launch the “Manage EDGAR API Tokens” screen. From there, a user can click the “Edit” button then “Clear” next to the expired token. Like the “Add EDGAR API Tokens” screen, the user will paste in the updated token and click “Validate”.

Updating Tokens from a Filing

  • A user can update the “Filer API Token” and “User API Token” from the filing wizard. On the Finish & Submit screen, there are two fields for the token expiry dates. The “Pen & Paper” edit icon next to the date field will launch the individual token update fields. These pop-up’s work the same as the above screens.

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