Workiva Support Center

In the Review step, make sure all information is correct in your filing before submitting it.

DEI review

If your document has Document & Entity Information, review it and confirm that the information is correct:

• If you need to correct this information:

  • Open the original document in Workiva and make the necessary changes.
  • Regenerate XBRL if you made any changes to the XBRL in the document.
  • Go back to the filing and click Update on the Collect step.

• If the information is correct, scroll to the bottom of the Review screen and click Verify. You must click Verify before being able to file.

Preview filing document

Preview the filing document to check contents and formatting:

1. Click the .htm file to download it and open it in a browser.

2. If you need to correct any information in the document:

   1. Open the original document in Workiva and make the necessary changes.

   2. Regenerate XBRL if you made any changes to the XBRL in the document.

   3. Go back to the filing and click Update on the Collect step.

3. After making changes, go back to Review.

Click Next to go to the Test Filing step.

What’s Next

• Submit a Test Filing

• Manage Filing Health