A complete filing, assembled and shared in one governed place.
The challenge
A regulatory filing draws on source documents scattered across a matter, such as disclosures, supporting schedules, and correspondence, that must be complete and correctly ordered before submission.
The solution
The team stages the disclosures, schedules, and correspondence in the Cart, assembles them into an indexed Bundle in the required order, and shares the filing through an external collaboration link with a full audit trail. The complete filing comes together in one governed place, ready to submit.
Key Capabilities Used:
Cart; Bundle; External collaboration links.
Navigate to the matter workspace in the next-gen iManage platform and add the disclosures, schedules, and supporting correspondence to the Cart.
The Cart holds the working selection while the team confirms the filing is complete, without committing to a final order yet.
With the documents staged in the Cart, generate the Bundle, then review and arrange the documents in the order the regulator requires.
The next-gen iManage platform produces an indexed, paginated document from the selected materials, ready for submission without manual reformatting.
Generate an external collaboration link for the completed bundle if it needs to be shared outside the institution, setting permissions and an expiry date appropriate to the recipient.
The platform maintains a timestamped audit trail of every access, giving the compliance team a clear record alongside the filing itself.
More to explore
Track Amendments Across A Syndicated Loan Agreement
Use Case
Bundle
Key Capability
External Collaboration Links
Key Capability