Filings and review

How filings move through review and counsel sign-off.

Guide 01Forms you can start in TakePublicEvery form the New filing picker offers, what your plan does with each, and how to track a filing TakePublic does not draft. Guide 02How a filing moves to filedThe filing state machine from draft through counsel sign-off to EDGAR acceptance. Guide 03Where a filing stands and what to do nextThe workspace shows one step at a time: a progress strip, the current step with one action, and one line naming who it waits on. Guide 04Filings and Documents: what goes whereFilings is what is in motion on TakePublic: drafts, review, sign-off, filings we transmitted, tracked deadlines. Documents is the complete filed record: every filing under your CIK, with its documents and exhibits. Guide 05Changes requested and review diffsThe changes requested loop, the reason on the filing, and review diffs in the filing workspace. Guide 06NotificationsWho gets notified on each handoff, what is sent to you by name, and your own copy. Guide 07NT late noticesNT 10-K and NT 10-Q late notices under Rule 12b-25: when to file, extension windows, and health score impact. Guide 08Documents and evidenceThe Documents page, EDGAR sync, and the post-sign-off evidence binder. Guide 09Amend a filed reportCreate a Form 3/A, 4/A, or 5/A: link to the original, refile only the lines that change, say why, and pass the counsel gate again.