A recent release to the Workiva Platform included improvements to the following products and features:
Control owners are now autofilled as request assignees
SOX test form attachment panel: Sample labels
Updates for the EDGAR 22.2 Release (June 21, 2022)
Create custom glossaries for language translation
Integrated Risk
Control owners are now autofilled as request assignees
When creating requests for populations or samples, we will now automatically populate the assignee as the Control Owner in most cases.
SOX test form attachment panel: Sample labels
The attachment panel for the SOX test form has been enhanced with sample labels. When uploading evidence or browsing the evidence testing experience, these labels will help you identify at-a-glance what the sample actually is.
We've also updated how the name of "folders" are displayed so that the names will be shown as "Sample {row number} - {value of first column}". These names are dynamic and will change in real time when the values are updated.
Filing
Updates for the EDGAR 22.2 Release (June 21, 2022)
In the EDGAR 22.2 release on June 21, 2022, the SEC made several changes:
- Form SPDSCL is added. See Final Rule 34-93701, the Holding Foreign Companies Accountable Act Disclosure (HFCAA).
- Form types 15-12B and 15-12B/A are removed. Filers should use the 15-12G and 15-12G/A types instead.
- As part of Final Rule 33-10532, Disclosure Update and Simplification, several exhibit types are no longer permitted to be filed with certain form types:
- Exhibit 11 for the following submission form types and their amendments: S-1, S-4, S-11, F-1, F-4, 10-K, 10-12B, 10-12G, 10-Q
- Exhibit 12 for the following submission form types and their amendments: S-1, S-3, S-4, S-11, F-1, F-4, 10-K, 10-12B, 10-12G, 10-Q
- Exhibit 19 for the following submission form type and its amendment: 10-K
- Exhibit 26 for the following submission form types and their amendments: S-3, SF-1, SF-3, S-4, F-1, F-3, F-4
Wdesk will provide a filing validation warning if you label these exhibits in the impacted form types.
XBRL
XBRL Reviews
XBRL Review is a set of abilities for your team to establish a collaborative, responsive, and controlled review process for XBRL Facts.
Teams can designate a status for facts and take them through a verification and approval process. After a fact is verified or approved, Workiva's system will monitor the fact and flag the fact for review when certain changes occur. You can see a detailed view of the change, who made it, and when.
XBRL Reviews will be copied when rolling forward, and your facts will inherit their review status from the time the filing was copied. Reviews that are rolled forward indicate facts that changed after being approved or verified or if any new facts have been added.
You can learn more at by reading Check your document with XBRL Review.
Other releases
Create custom glossaries for language translation
Now you can improve translation accuracy by uploading a glossary of product names, acronyms, and key terms unique to your business.