Save as draft
While creating a new filing or maintaining a filing, the user can click ‘Save’ or ‘Save and continue’ at any time.
Upon saving the filing, the creation date is set to the current date and time (Eastern Time) and the filing is saved as draft, which will stay within the system for 90 calendar days from the initial creation date. Users may also cancel their actions at any time, which after confirming, results in canceling all unsaved work.
To view or resume work on your drafts, go to your dashboard by clicking on the SEDAR+ logo and select the ‘Drafts’ tab. On the ‘Drafts’ page, click on the description or ‘Continue’ link to resume work. The ‘Drafts’ page also provides a link to ‘Discard’ a draft. Drafts can be sorted on any column by selecting the column header.
A key feature of the Drafts function is that any user in your organization, with the same filing category permissions, is able to view and resume work to submit the draft (applies to both draft profiles and filings).
For example:
Bill and Anna are users that belong to Organization XYZ, which has filing authority over 123 INC. Bill, who has securities offerings filing authority, initiates a long form prospectus filing and saves it as draft. Anna, who also has securities offerings filing authority, can view the filing from her Drafts menu and select ‘Assign to me’ to complete the filing and submits it. Using the ‘Assign to me’ feature results in the main contact name on the filing changing from Bill to Anna.