SECPlus - Managing Groups
You can manage your SECPlus Filings company groups by adding or deleting
companies or changing the group name in the Manage Company Groups Wizard.
To manage your custom groups:
- Click the Manage Groups link in the Companies
section of the Search Selected SEC Filings template.
-
- In the Manage Company Groups Wizard window,
select the group name you want to manage from the Company Group
drop-down menu.
-

- The list of companies in the Group will display
below the group name. You can delete a company from the list by selecting
the check box next to the company name and clicking the Delete
button.
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- To add companies to the group, click the Find More button. The company
group search template will display.
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- When you have completed adding or deleting companies,
click Save to save the group. Click Save As if you want
to save the group under a new name.
- Click Finish to exit the Manage Groups Wizard.
-
Note: You can delete
or rename the group by clicking the Delete or Rename
links next to the Company Group menu.
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