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How does the printing process work when filing through Workiva?

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The company that I work for is looking at transitioning from ToppanMerrill for our filings and instead filing ourselves through Workiva. One of the questions that was asked is how does the process of printing our 10-K work? Our CSM mentioned a 'Printer Ready' PDF file, but he really did not have much more information. I was curious what other companies are doing to print their documents (for Shareholders) and how the process works? Thanks!

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6 comments

Date Votes
  • Mike Davis
    • Edited

    Hi there, Kacie!

    Great conversation. I totally think you should transition to Workiva 100% for your filings, but I might be a little biased ;)

    I can at least help you with the export out of Wdesk. As your CSM mentioned, there is a "Publish Ready PDF" option in Wdesk. This allows you to select what items to include or exclude that are commonly requested by printers, thinks like CYMK color scheme, hyperlinks, shading, etc. From Wdesk, when you click Save As > PDF, you should see that option. Here's a Help article on the process:

    https://support.workiva.com/hc/en-us/articles/360047994252-Export-a-Document

    In the meantime, I'd certainly be interested in how others tackle this for sure. Let me know what questions you have for me or if you need anything else in the meantime. Cheers, and happy filing/printing!

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  • Jenn

    We file our 10-K with Workiva, and then Investor Relations uses a printer (Donnelley) to have hard copies printed.

    For the Proxy, we used to use the same process, but now draft in Workiva, then use a design firm for the formatting, and then a printer (Toppan) to both file and print the hard copies.

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  • Kacie Dillman

    Jenn,

    Does your printer have any issues with the way your 10-K document is formatted, or is it a pretty easy process?

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  • Jenn

    No, no issues. It's an easy process. We do need to redact the "Table of Contents" in the pdf file (it just takes a couple of minutes - maybe there is even an easier way). The printer typesets the cover page, and the rest is "camera ready."

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  • Pamela Tudor

    Hi Jenn - Wonder if you can offer any tips. We use Workiva for our proxy and send to a printer. I use the pdf publish ready with the CMYK color option, but the printer always seems to have a lot of issues. Do you have any tips? Why do you have to redact the table of contents? Maybe that's causing the issues. Thank you.

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  • Jenn

    Hi Pam - We haven't had to publish our 10-K in NextGen yet, so I wonder if there are nuances with the transition to NextGen. We didn't really have issues with the printer giving them the publish-ready version. We redact the "Table of Contents" hyperlink that shows up on each page of the filed document as we don't want that in the printed version (we aren't redacting the whole Table of Contents, I don't think I made that clear the first time). Sorry I couldn't be of more help.

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