In this guide, you'll learn the basics of using the next generation of Filing.
Create a Filing
The new Workiva Filing experience walks you through each step of the filing process – from collecting documents to final live filing with the SEC. To create a filing, simply click Create in the main menu and select Filing.
The information you enter on each step depends on the filing type you are submitting.
After collecting the documents, labeling them, and providing form information, you can decide who should be notified about the filing by email.
Review & File
Then review your entire filing and do a test file. Live filing follows the same steps, with the additional acknowledgment that you are filing with the SEC.
Now that you've seen the next generation of Filing, here are a few things to help you get started: