SECnet Find a Filing Widget: Instructions for Creation and Display
The SECnet Find a Filing Widget makes it easy to retrieve a SEC EDGAR filing
from within your firm's portal or intranet. The widget can be customized to match
your design template and if you wish, you can private brand it. You choose the types
of search methods to include: company, form-type, date range,
If you have questions or require assistance, please . For an overview and some samples of what a SECnet
Find a Filing Widget can do for you, visit the overview page.
Please follow these simple steps to create and display your widget.
Go to the . This page includes choices for customizing the look and feel of the
widget as well as for selecting search options. Once you make your choices, you
can preview the widget. When you are satisfied, use the snippets of code to display
the widget on your firm portal or intranet.
Using the SECnet Find a Filing Widget Generator
Follow the instructions on the page and use the context sensitive help to get more
detailed information. Additional help can be viewed by hovering over the Question
Step 1: Configure the Widget
Use this section of the page to choose the elements of your desired widget. Look
and feel options include colors, font, shape and branding. Functional elements such
as search options can be selected.
Step 2: Preview the Widget
Once you make your selections, you can preview and test the widget to ensure that
it meets your expectations with regard to the elements you selected. If you wish,
you can also run test searches at this time.
Step 3: Displaying the Widget
Copy or download the snippet of code in order to display the widget. Two options
are provided: a SharePoint Web Part for Microsoft SharePoint users, and an html
version for all others. If you are not sure of the process required to display the
widget on your portal or intranet, provide the snippet of code to the firm's portal
administrator or webmaster.
Tips on Using the SECnet Find a Filing Widget
Once your widget is deployed, you can use it to search for a filing by any of the
options you have chosen:
- Company Name. Search a list of company names and select the correct
one and then, retrieve filings for that company. Current names are linked to former
- Form Type. Use the Drop Down list to select form types. (Note: Form
Types Exclude Forms 3, 4, and 5).
- Full Text A separate Widget allows you to conduct full text searches
of SEC filings with individual search terms, phrases (in quotes).
Authentication for any SECnet widget will operate in the same way that your
current SECnet authentication works. For an IP authenticated user it means you will
have to provide a user name on the first use, but will be automatically passed through
to your results if you choose the Remember Me option. For a Username and Password
user, the first time you use the Widget during a research session, you'll be prompted
by a sign in screen, after which you will automatically be passed through to your
Otherwise, the widget works the same way as the various searches operate from
within SECnet, as the widget merely exposes the functionality that already exists
within the product.