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Monday, February 12. 2024

New Release (5.21b) for the GoFiler Family of Products

Version 5.21b of all applications in the GoFiler Suite has been released. This release corresponds to EDGAR 24.0.2 and contains support for the new XML SCHEDULE 13D and SCHEDULE 13G forms. Additionally, support has been added for the 2024 FFD taxonomy with a new fee exhibit editing tool available in beta mode. See the release notes for more information.


Please use the Check for Updates function to update your software to the latest version.


GoFiler Complete 5.21b

General EDGAR Updates

–  Updated to EDGAR 24.0.2.

–  Added support for SCHEDULE 13D, SCHEDULE 13D/A, SCHEDULE 13G, and SCHEDULE 13G/A forms.

–  Added support for the “Attach Inline XBRL Filing Fee exhibit?” checkbox.

–  Added the Payor Information tab to all forms forms with the “Attach Inline XBRL Filing Fee exhibit?”. This tab becomes available if “Attach Inline XBRL Filing Fee exhibit?” is checked.

–  Added validation to check for iXBRLin the EX-FILING FEES exhibit when the “Attach Inline XBRL Filing Fee exhibit?” option is checked.

–  Corrected an issue that would cause the application to send all .EIS files to the base EDGAR View instead of a view based on the form type of the document.

–  Corrected an issue that would sometimes cause a validation warning about a CUSIP check code even if that code was valid.

Form ATS-N Updates

–  Part 3 Item 1 is now marked as required.

Form N-MFP2 and Form N-MFP3 Updates

–  Removed the repeatable list of dispositions and replaced it with a single entry.

–  Added support for N-MFP3 and N-MFP3/A.

–  Added format validation for the ISIN field.

N-PX Updates

–  Adjusted the address format to match the EDGAR Link Online common schema.

–  Corrected an issue that would cause the application to select the first value in a combo box if a value was not present in the XML.

–  Corrected an issue that would cause an internal error if certain values were used for column 11 on the proxy voting record table.

–  Added additional validation for the ISIN field.  

Form 144 Updates

–  The Test File as Agent function no longer removes the contact email since it is required for this form.

XBRL View

–  Added support for the Filing Fee Disclosure (FFD) 2024 taxonomy.

–  Improved the ordering of member elements when writing to pre-existing presentations.

–  Added logic to allow the application to use user supplied standard elements in SEC "Only" definition roles.

XDX

–  Added support for the Filing Fee Disclosure (FFD) 2024 taxonomy.

–  Corrected an issue that would cause INF precision to get changed to 0 if the fact was monetary.

–  Improved the ordering of member elements when writing to pre-existing presentations.

–  Added logic to allow the application to use user supplied standard elements in SEC "Only" definition roles.

–  Corrected an issue with the prospectus wizard that would cause instability if parts of a document’s Table of Contents were matched by the wizard as part of a prospectus.

–  Made numerous improvements to the auto-tagging feature when using the FFD taxonomy.

–  Corrected an issue with the Mark Inline Fact tool that would cause the title attribute for inline facts to contain excess data.

iXBRL

–  Made improvements to transform error messages for empty fields and corrected an issue in the transform data parser for empty fields.

EDGAR iXBRL Fee Exhibit Editor

–  A new Fee Exhibit editor has been released in beta mode.

–  The Fee Exhibit editor will open an iXBRL fee exhibit document in a template mode to allow for easy editing. Users will not see the iXBRL tagging when the fee document is edited in this manner but GoFiler will automatically add all iXBRL information as changes are made to the data in the template.

–  Additional functionality will be added in subsequent releases. The Editor is being provided on a beta preview basis only and is not recommended for use in creating exhibits for live filings until after its final release.

 

GoFiler 5.21b

General EDGAR Updates

–  Updated to EDGAR 24.0.2.

–  Added support for SCHEDULE 13D, SCHEDULE 13D/A, SCHEDULE 13G, and SCHEDULE 13G/A forms.

–  Added support for the “Attach Inline XBRL Filing Fee exhibit?” checkbox.

–  Added the Payor Information tab to all forms forms with the “Attach Inline XBRL Filing Fee exhibit?”. This tab becomes available if “Attach Inline XBRL Filing Fee exhibit?” is checked.

–  Added validation to check for iXBRLin the EX-FILING FEES exhibit when the “Attach Inline XBRL Filing Fee exhibit?” option is checked.

–  Corrected an issue that would cause the application to send all .EIS files to the base EDGAR View instead of a view based on the form type of the document.

–  Corrected an issue that would sometimes cause a validation warning about a CUSIP check code even if that code was valid.

 

GoFiler Lite 5.21b

General EDGAR Updates

–  Updated to EDGAR 24.0.2.

–  Added support for the “Attach Inline XBRL Filing Fee exhibit?” checkbox.

–  Added the Payor Information tab to all forms forms with the “Attach Inline XBRL Filing Fee exhibit?”. This tab becomes available if “Attach Inline XBRL Filing Fee exhibit?” is checked.

–  Added validation to check for iXBRLin the EX-FILING FEES exhibit when the “Attach Inline XBRL Filing Fee exhibit?” option is checked.

–  Corrected an issue that would cause the application to send all .EIS files to the base EDGAR View instead of a view based on the form type of the document.

–  Corrected an issue that would sometimes cause a validation warning about a CUSIP check code even if that code was valid.

 

Go16 Complete 5.21b

General EDGAR Updates

–  Updated to EDGAR 24.0.2.

–  Corrected an issue that would cause the application to send all .EIS files to the base EDGAR View instead of a view based on the form type of the document.

 

Go16 5.21b

General EDGAR Updates

–  Updated to EDGAR 24.0.2.

–  Corrected an issue that would cause the application to send all .EIS files to the base EDGAR View instead of a view based on the form type of the document.

 

Go13 5.21b

General EDGAR Updates

–  Updated to EDGAR 24.0.2.

–  Added support for SCHEDULE 13D, SCHEDULE 13D/A, SCHEDULE 13G, and SCHEDULE 13G/A forms.

–  Added support for the “Attach Inline XBRL Filing Fee exhibit?” checkbox.

–  Added the Payor Information tab to all forms forms with the “Attach Inline XBRL Filing Fee exhibit?”. This tab becomes available if “Attach Inline XBRL Filing Fee exhibit?” is checked.

–  Added validation to check for iXBRLin the EX-FILING FEES exhibit when the “Attach Inline XBRL Filing Fee exhibit?” option is checked.

–  Corrected an issue that would cause the application to send all .EIS files to the base EDGAR View instead of a view based on the form type of the document.

–  Corrected an issue that would sometimes cause a validation warning about a CUSIP check code even if that code was valid.

 

GoFormD 5.21b

General EDGAR Updates

–  Updated to EDGAR 24.0.2.

–  Corrected an issue that would cause the application to send all .EIS files to the base EDGAR View instead of a view based on the form type of the document.

 

GoXBRL 5.21b

XBRL View

–  Added support for the Filing Fee Disclosure (FFD) 2024 taxonomy.

–  Improved the ordering of member elements when writing to pre-existing presentations.

–  Added logic to allow the application to use user supplied standard elements in SEC "Only" definition roles.

XDX

–  Added support for the Filing Fee Disclosure (FFD) 2024 taxonomy.

–  Corrected an issue that would cause INF precision to get changed to 0 if the fact was monetary.

–  Improved the ordering of member elements when writing to pre-existing presentations.

–  Added logic to allow the application to use user supplied standard elements in SEC "Only" definition roles.

–  Corrected an issue with the prospectus wizard that would cause instability if parts of a document’s Table of Contents were matched by the wizard as part of a prospectus.

–  Made numerous improvements to the auto-tagging feature when using the FFD taxonomy.

–  Corrected an issue with the Mark Inline Fact tool that would cause the title attribute for inline facts to contain excess data.

iXBRL

–  Made improvements to transform error messages for empty fields and corrected an issue in the transform data parser for empty fields.

  


Click here to download release notes for version 5.21b


 




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