Which dots have yet to be connected? Is there a specific question beyond the general issue of Filing Requirements? Because the issue of Filing Requirements is pretty broad. The references through the Web are going to be the most current. I googled for you and found those links, which seem to answer everything you asked.
For 4S or 3L:
"Questions on this Board are for ProSeries."
But you didn't ask a ProSeries question. You asked a NY/NYC Filing question, not a "how do I use ProSeries" question. Until you get those answers for what you asked, you likely don't know what in ProSeries is needed to meet all of the needs.
"Level Up" is a gaming function, not a real life function.