Working with search results
Creating Issuer Lists
Avantis allows you to create issuer lists that can be used as filters in future searches to limit results to documents filed or published only by the issuers contained in a given list or group of lists. These same lists can also be exported to Excel ...
Extract issuer lists from document search results
There are times when you are looking at a set of documents or records and would like to generate a list of issuers you can search against in the future, based on the filers represented in your result list. Avantis gives you the power to create Issuer ...
Downloading documents in MS Word or MS Excel format
Avantis gives you the ability to download documents (typically, under 500 pages in length) as MS Word documents, complete with formatting and including tables. You may also extract the tables from filings and download them as MS Excel files Video: ...
TROUBLESHOOTING: Missing Documents In My 1000+ Results
If your search results are missing known documents, it may because you've hit your maximum number of results (results cap) and are not seeing all relevant results for your search. If you've hit your cap, the best practice is to add more stringent ...
View history
Avantis makes retracing your steps easy with View History. View History allows you to do everything from marking the documents you've already viewed, to running searches based on documents you've viewed in the past. Video: View History View History ...
View document preview in results
When looking at search results, we can see the beginning of each document or else the first couple of search hits displayed right in the results grid. Video: Document Preview in Search Results To enable document preview Click on the document preview ...
Download single documents or bulk download multiple documents to a zip file
There are 4 ways to download documents and they each present advantages in different situations. These are distinct from the Export feature, which allow you to export a list of results, but not the full text of each item in the result list. See below ...
How to create and use result folders
Avantis allows you to create document folders, which are folders that contain a documents extracted from your search results (Filings, News releases, Insider Trades). This is a great way to put results aside for inspection, future download, or ...
Save a portion of document to a new PDF file
For those times when you don’t want a whole document but only sections of it, Avantis allows you to select and download portions of them based on page range. Below is a video as well as an article explaining how. Video: Saving a Portion of a ...
Group search results
Avantis allows you to sort, multi-sort, filter, and group your columns. We suggest you pay special attention to this section, Grouping Your Search Results . Below are step by step instructions as well as a video to get you started with Grouping Your ...
Sort search results on multiple columns
Avantis allows you to sort, multi-sort, filter, and group your rows based on the values in their various columns. We suggest you pay special attention to Grouping Your Search Results (see Grouping Your Search Results ). Below are step by step ...
Filter search results
Avantis allows you to sort, multi-sort, filter, and group your columns. We suggest you pay special attention to Grouping Your Search Results (see Grouping Your Search Results ). Below are step by step instructions as well as a video to get you ...
Select and reorder search result columns
Avantis allows you to choose which columns you want to display in a results grid, as well as determine the order in which they display. Below are step by step instructions as well as a video to get you started with Selecting and Sorting Columns. ...
View French/English translated SEDAR filings side-by-side
Translation View allows users to see documents that are filed in both English and French in a side by side view for comparison. Below are step by step instructions as well as a video to get you started with translation view. Video: Looking at ...
Export results to Excel or CSV
Avantis allows you to export your entire result set as an Excel or CSV file. Copying with headers allows you to select only particular rows you’d like to copy to excel while ignoring others. Below are step by step instructions as well as a video to ...