Post formal document(s) to a filing

Authorized Users can upload one or more correspondence documents to a filing. The types of correspondence documents that can be uploaded varies depending on the filing type in context. To post a formal document, navigate to a filing and in the ‘Actions’ section click on the link to ‘Post formal document’ (see below).

On clicking Submit, a notification is sent to the assigned analysts of each recipient agency.

When the analyst adds formal correspondence to the filing, an email advising formal correspondence has been posted will be sent to the main contact and the other contact on the filing. The email contains a link to the filing’s ‘Submissions’ tab. If required, the names and email addresses of the contacts can be changed by maintaining the filing. 

The formal correspondence can also be accessed directly from the ‘Submissions’ and ‘Submitted documents’ tabs on the filing. Refer to Filing overview for more information on filing submissions.