Where production can help
A print-perfect page may not preserve logical reading order when converted. The output layer must be agreed so clean Word, print proof and HTML are not confused.
Typical coordinator: Typesetting leads and financial-print production managers.
Material to discuss: Typeset PDFs, Word manuscripts, tables, prospectus sections and exhibits.
Services for your team
Approval and scope
Your team retains design approval and client disclosure decisions; the filing party retains submission.
Provide editable source where possible and identify presentation features that must survive reflow.
A sensible first pilot
A merged-cell table can look correct in PDF while the editable source contains an ambiguous header span.
Define the output, complexity limit, named reviewer and one correction round. Agree the turnaround clock after complete approved inputs; do not assume a deadline until the production and review slot is confirmed.
Before confidential work
Confirm permitted processing locations, licensed tooling, transfer route, approved people and retention. This website offers no private-file upload. Start with non-confidential scope information.
Review the onboarding checklist →Financial typesetting and editable source
Financial typesetting scope separates editable manuscript preparation, Word to HTML production and final review. Confirm which layer your production team needs.