Validate
Prior to transmission, users should run a validation to confirm that all required data has been entered properly. There are two ways to validate untransmitted Security Filings.
Validate Selected Record
To
validate
the currently open Security Filing, navigate
to the top right corner of the “Edit Security Filing” screen and click
“Validate”.
ONESOURCE ISF maintains the most recent validation messages, making them available on this screen for ease of access and data correction.
Mass-validation across all open Security Filings can be done from the “Validation” screen in the “Security Filing” menu. This is covered in more detail in the “Validation” section of this User Guide.
Related Content
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Importer Security Filing (ISF)
Format:
Article