Test and Live filings have the same token requirements, although depending on the situation, there may be two, one, or zero tokens that need to be provide.
- Fully self-reliant: In this situation, if you decide to completely control EDGAR Next account and token usage, you would need a minimum of two Account Administrators, as well as two Technical Administrators (who can also be the Account Administrators) to generate the Filer API Token(s). In addition to providing Workiva with this Filer API Token, you would need to provide a personal User Token. This requires more effort to manage EDGAR Next account and tokens, but doesn't require any prior coordination, known as delegation, with Workiva.
- Delegated: Prior to the filing, you will perform the one-time, non-expiring delegation request to Workiva. This enables Workiva to use Workiva’s Filer API Token. You will then need to provide your personal User Token during filing. This requires the delegation request to have been previously completed, but has the benefit that you will not need any Technical Administrators and doesn't have to generate or provide the Filer API Token. In this case, the User Token is essentially equivalent to the SEC password in today's EDGAR system.
- File With Workiva: This also requires prior delegation to Workiva, but allows for filing without any customer tokens. The option to use a Workiva employee's User Token for filing will be available for situations where your token is unavailable, to ensure filing deadlines are never missed.