Version 5.25b of all applications in the GoFiler Suite has been released. This is a transition release to aid users in moving to GoFiler 6.0, which will be available in the coming weeks. In addition to all the many import, editing, proofing, validation, and filing features that are part of GoFiler, GoFiler 6.0 will be introducing some great improvements including: transitioning to a 64-bit platform (which will increase performance when handling large datasets), support for EDGAR Next, and enhanced customization through modules.
Version 5.25b contains updates to XDX, SCHEDULE 13D/G, Form SHO, and Page View. Please use the Check for Updates function to update your software to the latest version.
GoFiler Complete 5.25b
General Items
– Added Copy Entry Name and Copy Filename and Path to the popup menu for the project in Management View.
General EDGAR Updates
– Corrected an issue that would cause many project functions to be disabled if the last project opened was a 13F-HR or 13F-NT variant.
– In the Reporting Owner Library, the application will correctly detect company names if they end with the state of incorporation. This prevents the software from reversing the name like it would for a person’s name.
Form 13F and SHO Updates
– Adjusted the language of some of the error messages on Form SHO to be clearer.
– Added validation for the settlement dates in Table 1 and Table 2 of Form SHO.
– Improved the import function for Table 2 of Form SHO.
– The paste command will run the Import CSV from Clipboard function if the caret is in Table 1 or Table 2 of Form SHO and there is CSV data on the clipboard.
Form 24F-2
– Changed the name of the left side tab index from “EDGAR XML” to “Form 24F-2NT”.
SCHEDULE 13D/G Updates
– Fixed an issue where the “Signature” page header would display “Schedule 13G: Signature” for all Schedule 13 form types. This will now display “Schedule 13D and G: Signature” for all Schedule 13 form types.
– The application will now place the default email into the contact email first.
– Item 4(b) for SCHEDULE 13G will now omit the percent sign on the proof if the field is not numeric.
– Corrected a missing resource error that could occur if the “SEC.gov User Agent Preferences” were not set.
– Items 3 and 5 on SCHEDULE 13G will now properly give a validation error if they are left blank.
– The issuer name and address are now checked versus the EDGAR Company database as part of the validation.
– The percent field now allows up to 15 characters to increase the allowable precision.
– For SCHEDULE 13G, checking a rule on the cover page now makes the certification for that rule on Item 10 required.
– Corrected an issue that could cause instability if a large number of signatures were added using EDAC.
Page View and HTML
– Made a number of improvements to the CSS properties for grid and flex properties.
– Added CSS properties for grid and flex to the Page View Control Window.
– Added new tabs to the CSS declaration dialog to manage flex and grid properties.
PDF View and PDF Translate
– Corrected an issue that could cause encrypted PDFs to load pages only once.
XBRL View
– Corrected an issue that would cause the application to act as if a definition relationship already existed for some elements when exporting.
– The application will now always order disclosure presentations using a starting value of 1,000,000. This will put all user made disclosures after any standard SEC presentations added by special taxonomies, such as ECD.
– Corrected an issue with the template for IFRS 2024 with CYD.
– The application will no longer reference any locally installed copies of standard XBRL schemas These files will instead be downloaded from the internet and cached in the application user area.
XDX
– Corrected an issue that would cause the application to act as if a definition relationship already existed for some elements.
– Corrected an issue with the template for IFRS 2024 with CYD.
– The taxonomy engram validator will no longer give an error when using a taxonomy that contains user defined optional imports.
EDGAR iXBRL Fee Exhibit Editor
– Corrected an issue with the form selector where it passed the incorrect form name to FEE View.
GoFiler 5.25b
General Items
– Added Copy Entry Name and Copy Filename and Path to the popup menu for the project in Management View.
General EDGAR Updates
– In the Reporting Owner Library, the application will correctly detect company names if the end with the state of incorporation. This prevents the software from reversing the name like it would for a person’s name.
Page View and HTML
– Made a number of improvements to the CSS properties for grid and flex properties.
– Added CSS properties for grid and flex to the Page View Control Window.
– Added new tabs to the CSS declaration dialog to manage flex and grid properties.
GoFiler Lite 5.25b
General Items
– Added Copy Entry Name and Copy Filename and Path to the popup menu for the project in Management View.
General EDGAR Updates
– In the Reporting Owner Library, the application will correctly detect company names if they end with the state of incorporation. This prevents the software from reversing the name like it would for a person’s name.
Go16 Complete 5.25b
General Items
– Added Copy Entry Name and Copy Filename and Path to the popup menu for the project in Management View.
General EDGAR Updates
– In the Reporting Owner Library, the application will correctly detect company names if they end with the state of incorporation. This prevents the software from reversing the name like it would for a person’s name.
Go16 5.25b
General Items
– Added Copy Entry Name and Copy Filename and Path to the popup menu for the project in Management View.
General EDGAR Updates
– In the Reporting Owner Library, the application will correctly detect company names if they end with the state of incorporation. This prevents the software from reversing the name like it would for a person’s name.
Go13 5.25b
General Items
– Added Copy Entry Name and Copy Filename and Path to the popup menu for the project in Management View.
– Corrected an issue with the Help Menu where many features such as the Check for Updates function and accessing the SEC websites were missing for certain applications.
General EDGAR Updates
– Corrected an issue that would cause many project functions to be disabled if the last project opened was a 13F-HR or 13F-NT variant.
Form 13F and SHO Updates
– Adjusted the language of some of the error messages on Form SHO to be clearer.
– Added validation for the settlement dates in Table 1 and Table 2 of Form SHO.
– Improved the import function for Table 2 of Form SHO.
– The paste command will run the Import CSV from Clipboard function if the caret is in Table 1 or Table 2 of Form SHO and there is CSV data on the clipboard.
SCHEDULE 13D/G Updates
– Fixed an issue where the “Signature” page header would display “Schedule 13G: Signature” for all Schedule 13 form types. This will now display “Schedule 13D and G: Signature” for all Schedule 1 form types.
– The application will now place the default email into the contact email first.
– Item 4(b) for SCHEDULE 13G will now omit the percent sign on the proof if the field is not numeric.
– Corrected a missing resource error that could occur if the “SEC.gov User Agent Preferences” were not set.
– Items 3 and 5 on SCHEDULE 13G will now properly give a validation error if they are left blank.
– The issuer name and address are now checked versus the EDGAR Company database as part of the validation.
– The percent field now allows up to 15 characters to increase the allowable precision.
– For SCHEDULE 13G, checking a rule on the cover page now makes the certification for that rule on Item 10 required.
– Corrected an issue that could cause instability if a large number of signatures were added using EDAC.
GoFormD 5.25b
There were no significant changes to the software with this release.
GoXBRL 5.25b
Page View and HTML
– Made a number of improvements to the CSS properties for grid and flex properties.
– Added CSS properties for grid and flex to the Page View Control Window.
– Added new tabs to the CSS declaration dialog to manage flex and grid properties.
XBRL View
– Corrected an issue that would cause the application to act as if a definition relationship already existed for some elements when exporting.
– The application will now always order disclosure presentations using a starting value of 1,000,000. This will put all user made disclosures after any standard SEC presentations added by special taxonomies, such as ECD.
– Corrected an issue with the template for IFRS 2024 with CYD.
– The application will no longer reference any locally installed copies of standard XBRL schemas. These files will instead be downloaded from the internet and cached in the application user area.
XDX
– Corrected an issue that would cause the application to act as if a definition relationship already existed for some elements.
– Corrected an issue with the template for IFRS 2024 with CYD.
– The taxonomy engram validator will no longer give an error when using a taxonomy that contain user defined optional imports.
Download the release notes for version 5.25b
