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How to Manually Amend an XML File
Updated over 2 weeks ago

Overview

We have tested a simple way of making an XML file (including the forms for 13G and 13f-2) easily amendable. This workaround is useful when the XML form needs to be changed after being generated in your FundApps environment.

Steps

A simple tool that allows you to amend an XML file is Notepad++ with an add-on called XML Tools.

  1. Install XML Tools add-on within Notepad++ (free).

  2. Open any XML and use the Pretty Print function.

  3. Make changes and hit save.

  4. Upload into the EDGAR portal.

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AddingXMLToolsToNotepad++.gif
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