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For account administrators who only test file, will they also need a token?

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  • Edited
Related to token filing

Test and Live filings have the same token requirements, although depending on the situation, there may be two, one, or zero tokens that a customer needs to provide.

  • Fully self-reliant: In this situation, a customer decides to completely control their EDGAR Next account and token usage, so they 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, the customer would need to provide their personal User Token.  This requires more effort on the customer’s part to manage their EDGAR Next account and tokens, but doesn't require any prior coordination, known as delegation, with Workiva.
  • Delegated: Prior to the filing, the customer has performed the one-time, non-expiring delegation request to Workiva.  This enables our software to use Workiva’s Filer API Token, behind the scenes, for the customer who would then need only provide their personal User Token during filing.  This requires the delegation request to have been previously completed, but has the benefit that the customer does 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.  This is still a bit of a TBD on how we can make this work as seamlessly as it does in today's EDGAR system, since it will require a Workiva employee's User Token to be provided at filing time, but completely relieves the customer of the need to generate or provide any tokens, and reduces their EDGAR Next impact to the initial enrollment and annual account verification requirement.
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Comments

2 comments

Date Votes
  • Suzanne Barr

    Can option 3 be updated yet?

     

    2
  • Chris Dreas
    • Edited

    8.22.25 - I just tried to do a test filing using the third option but with EDGAR Next credentials but it's still asking for my User API Token. Anybody else filing with EDGAR Next "filing with workiva" and not having to upload User APIs?

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