Save as draft

While creating a new filing or maintaining a filing, you can click ‘Save’ or ‘Save and continue’ at any time.

Upon saving the filing, the creation date is set to the current date and time (Eastern Time) and the filing is saved as draft, which stays in the system for 90 calendar days from the initial creation date. You may also cancel your actions at any time, which after confirming, results in canceling all unsaved work.

To view or resume work on your drafts, go to your dashboard by clicking on the SEDAR+ logo and select the ‘Drafts’ tab. On the ‘Drafts’ page, click on the description or ‘Continue’ link to resume work. The ‘Drafts’ page also provides a link to ‘Discard’ a draft. Drafts can be sorted on any column by selecting the column header.

A key feature of the Drafts function is that any user in your organization, with the same filing category permissions, is able to view and resume the work to submit the draft (applies to both draft profiles and filings).

For example:
Bill and Anna are users that belong to Organization XYZ, which has filing authority over 123 INC. Bill, who has securities offerings filing authority, initiates a long form prospectus filing and saves it as draft.

Anna, who also has securities offerings filing authority, can view the filing from her Drafts menu. If she needs to submit the filing, she can select ‘Assign to me’ to complete and submit the filing. Using the ‘Assign to me’ feature results in the main contact name on the filing changing from Bill to Anna.