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:

1. Click the Manage Groups link in the Companies section of the Search Selected SEC Filings template.
2.  

2. In the Manage Company Groups Wizard window, select the group name you want to manage from the Company Group drop-down menu.
3.  
    
   

3. 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.
4.  

4. To add companies to the group, click the Find More button. The company group search template will display.
5.  

5. 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.

6. Click Finish to exit the Manage Groups Wizard.
7.  
    
   Note: You can delete or rename the group by clicking the Delete or Rename links next to the Company Group menu.
8.  
    

Related Topics:

• Using the Create Company Group Wizard
• Using the Find Companies Wizard
• Searching Selected SEC Filings
• Searching WG&L Analysis
• Searching FRM Source Materials
• Browsing SEC Filings Highlights

© 2009 Thomson Reuters/RIA. All rights reserved.