EA34 Functionality in DMS

5.9.2025

To establish standard guidelines for the preparation of documents coming into the DMS email from EA34.

The EA34 Word document will be sent to the Production Inbox.

The Word document will be attached to the “email” with a generic message outlining the company’s CIK and company name.
Notes should be checked for additional information.

Create a new job for the EA34 document.

Choose a client name.

Select EA34 as the Job type.

Select a form type based on supplied content.

Edgar Only and XBRL are the defaulted Assigned Departments.

Select Save & View.

Select a workflow to auto-populate information for the job.

Add a cycle and select HTML and XBRL from the Tasks dropdowns.

The job ID will appear in the subject line of the email for easy job linking.

Link the cycle to any additional mail that comes in pertaining to the job.

Change the task status to “Start” to begin working on the document, or a portion of the document.

Under Cycles/Billing, click “Link File(s)” and add PDFs and Word files. The link for these files will appear under Cycles/Billing.

Change the task status to “Task Completed” when work on the document, or a portion of the document, is completed.

The EDGAR Team will inform XBRL team that the html is ready for processing in the Job folder as is standard procedure.

XBRL Team: Add Easy View link to XBRL task Via the “Add Easy View URL” button once the link is available.

XBRL Team: Change XBRL task status to “Task Completed” once the pathway has been uploaded.