Download filing documents to have a local backed-up copy for your own records.
Why download filing documents?
We recommend downloading a copy of your filing documents to a secure location as a backup copy. You can use the downloaded version of documents in the unlikely event that you need to file through the SEC website. If this happens, your CSM can guide you through the process.
Download filing documents
After generating all the necessary files for your filing and completing all the Filing steps in Workiva, you can download your filing as a ZIP file. The ZIP file includes all generated EDGAR and XBRL files as well as any images or PDFs you may have included.
You can also combine all of the files in your filing into a PDF. The PDF only include sections you have access to.
Download a ZIP file
To download a ZIP file of filing documents:
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Make sure you’ve completed all Filing steps and successfully test filed.
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Click the Download next to the name of your filing and date.
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Select Download Filing Documents.
Download a PDF file
To download a PDF file of your filing documents:
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Click the Download next to the name of your filing and date.
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Select Download PDF.
- Select your preferences for the download. To maintain all links to documents and sections across files within the PDF, select Include Hyperlinks.
- Click Create PDF.
The PDF downloads and includes all sections you have access to.