EDGAR TO WORD WIZARD Version 1.2 April 1996 THE PROGRAMS CONTAINED IN THIS PACKAGE ARE PROVIDED "AS IS" WITHOUT WARRANTY OF ANY KIND, EITHER EXPRESSED OR IMPLIED, INCLUDING, BUT NOT LIMITED TO, THE IMPLIED WARRANTIES OF MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE. The EDGAR TO WORD WIZARD and the accompanying documentation are Copyright 1996 by Next Generation Software, Inc. All Rights Reserved. You are free to distribute this program (edgar2w.exe) as long as this file (readme.doc) is distributed with edgar2w.wiz, readme.dot, readme.txt, and order.doc. Introduction The EDGAR to Word Wizard (“EWW”) makes it simple for users of Word for Windows to convert most filings obtained from the SEC EDGAR database (http://www.sec.gov/edgarhp.htm) to a Microsoft Word for Windows document. The EDGAR to Word Wizard is shareware and can be obtained from http://www.xmission.com/~gastown/nextgensft. You are permitted to evaluate the program for a period of 30 days. After the 30 day period you are required to register the program by paying a $19.50 ($14.50 introductory offer until June 1996) registration fee or you must remove all EWW files from your system. CompuServe users can register on-line via SWREG. Just Go “SWREG”. Our program ID is 9284. Register on the World Wide Web and Save! Just visit our Secure Homepage while using an SSL Enabled Browser such as Netscape or the Microsoft Explorer. Complete the online order form and pay only $11.95 versus the regular $19.50 registration fee! www.xmission.com/~gastown/nextgensft Version 1.2 improves error condition handling and makes it possible to convert documents to 6 or 7 point text. Installing and UPGRADING the EDGAR to Word Wizard [pic] to copy the required file to your Word for Windows template directory. Using the EDGAR to Word Wizard 1. Retrieve the desired SEC filing from the Edgar Database. • Point your Web Browser to http://www.sec.gov/edgarhp.htm • Click on “Search the Edgar Database” • Click on “Search the Edgar Archives” • Type the Company’s Name. For example: “Compaq Computer” • Click on the desired filing. For Example: “Compaq Computer 10Q” 7. Save the raw text file to your hard disk. For example, if you are using Netscape Navigator select Save from the File menu after the desired filing has been transferred to your computer. Close the File in your Web Browser. 1. Start Word for Windows. 2. Select New from the File Menu in Word for Windows. 3. Select “Edgar2w Wizard” (Edgar2w.wiz). 4. Press the Select File Button and choose the file retrieved and saved in steps 1 and 2 above. 5. Set the desired Margins. The default settings should work for most filings (See below for tips). 6. Press the Next Button. 7. Select the Desired Font. Again the defaults should work for most filings (Courier 10pt). However, certain companies file layout will require that you using smaller fonts such as Courier 8pt). For best results always select a monospaced font such as Courier or Courier New. 8. Press the Next Button. 9. Press the Finish Button. Please read the Usage Hints Section Below for More Information on Using EWW The Edgar Menu in Word For Windows After the conversion is completed, a new Edgar Menu will be added to the document window. The following functions can be invoked by selecting the related item from the Edgar Menu: Clear Wide Margins. As discussed in detail below, many companies format their financial statements assuming the filing will be printed on wide pages. If you complete a conversion and discover that the financial statement do not properly fit on the page (as evidenced by improper word wrapping), select Clear Wide Margins from the Edgar Menu. If the problem persists, close the filing (do not save changes), re-run the EWW and select a smaller margins and font point size. Finally, select Clear Wide Margins from the Edgar Menu. Save in Word Document. This function simply invokes the Save As Dialog Box. In order to ensure that text layout and fonts are properly retained, be sure to save the converted filing in a Word Document (.doc), rather than a text file (.txt). Usage Hints Although all filings submitted to the Edgar database must follow a standard format, not all formatting is identical. The following tips will help you get the most out of the Edgar to Word Wizard. • You can access many of these Hints by pressing the “Hint” button while using the EWW. • Always use a monospaced font, such as Courier or Courier New. Most filings format properly in 10pt. However, you may need to use a smaller font, such as 8 or 9pt. Note that EWW can change “Table” text to a different point size. Some, but not all, companies mark their financial statements as “Tables”. Thus, selecting a smaller font for “Tables” will help you get financial statements to fit on the page properly. • Use small margins, such as .2 or .25. This will help you ensure that the text fits properly on the page. • Certain companies (for example, Kmart) submit filings on wide pages. EWW includes a feature to convert such filings to Word format. You can access this feature from the Margin screen in the Wizard or select the Clear Wide Margin item from the Edgar Menu after you have completed the initial conversion. It is recommend that you conduct a normal conversion and then scan the document to see if there is word wrapping problem in the financial statement section. If there is, select “Clear Wide Margins” from the Edgar Menu. For more information on the Edgar to Word Wizard Visit our homepage http://www.xmission.com/~gastown/nextgensft Email nextgensft@aol.com Registering the Edgar to Word Wizard The one time registration fee to use the Edgar to Word Wizard beyond the 30 day evaluation period is only $14.50 ($19.50 after June 30, 1996). We accept Visa, Mastercard, Amex or a check or money order. CompuServe users can register on-line using SWREG: Go SWREG EWW’s ID Number is 9284. As a registered user you will: • Save significant $$$ in retrieving financial reports. For example, obtaining one 10K from CompuServe costs $17.00. Premium data services cost even more. By using the Edgar database and this Word Wizard you will be able to retrieve filings in a cost effective manner. • Receive FREE upgrades to new versions of the Edgar to Word Wizard. We will send you an email message whenever a new version is released. • Receive priority technical support by simply including your invoice number in the subject line of Email messages sent to nextgensft@aol.com. • Support the shareware concept and use our software in good conscience. Register on the World Wide Web and Save! Just visit our Secure Homepage while using an SSL Enabled Browser such as Netscape or the Microsoft Explorer. Complete the online order form and pay only $11.95 versus the regular $19.50 registration fee! www.xmission.com/~gastown/nextgensft Edgar to Word Wizard Registration Form | | | |Name: | | | | | |Company: | | | | | |Address: | | | | | |Ct, State, Zip | | | | | |Email: | | | | | |Payment Method: | | | |Visa ____ Mcard ____ Amex ____ Chk| | |_____ | | | | |Card / Check #: | | | | | |Expiration Date:| | | | | | |# Copies ________ * $19.50 = ________ | | | | | |$5.00 discount if before June 30, 1996 | | | | | |I agree to pay above total according to | | |card issuer agreement. | | | | |Signed: | | Please send to: Internet - nextgensft@aol.com CompuServe - 72154,1174 AOL nextgensft Fax 703-560-1266 Next Generation Software, Inc. 2831 Gallows Rd. Suite 201 Fall Church, VA 22042 Thank you for registering the Edgar to Word Wizard