New in the Public Offering Filing System

Effective November 9, 2015, FINRA will add the following new features to the Public Offering Filing System:

Deal Templates and Deal Cloning

Deal Templates allow you to create templates of common deal types. This eliminates entering the same information, saving significant time while increasing productivity.

Deal Cloning allows you to copy data from an existing deal into a new draft deal. Typically this feature is used when a deal type is not used frequently to warrant creating a template.

Filing Cabinet Enhancements

Sorting and filtering functionality has been added to all column headers. In addition, a new Resources menu has been added to access user guides and other informational resources. 

For detailed descriptions of the new features, please read the updated user guide.