How do you load a DOCX document into the exhibit? I saw that someone said the file needs to be docx and not DOCX. How do I change the file to reflect that in word?
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Return copy
Answered
Can you explain what the "Return Copy" means which is in the Edit contact information on the unfiled forms tab? Thanks!
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We include pages with images in our annual report/Exhibit 13. In Classic, I could upload a PDF of the pages, then perform some steps and would have the pages in my Exhibit 13 Edgarized/searchable. How can this be done in Next Gen?
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File a powerpoint presentation
Answered
Hello, I need to file a powerpoint presentation in an 8-K. What is the best way to do that in Next Gen?
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I found the instructions for hyperlinking new exhibits in Next Gen which say that they must start with "https://www.sec.gov/..." However, in Classic, we were instructed to remove the "s" at the end of "https." Now that our 10-K has been transition...
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I'm sure there's a solution for this, but I can't seem to find it. If I enter a share price ending in .00, (e.g. $55.00), the number is truncated and displays simply as $55. Is there anyway to fix to display to two decimal points? Thanks.
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Image naming in Next-Gen Filings
Completed
Hi Mike - Can you please provide an update on the status of the below post? It is closed for comments. https://support.workiva.com/hc/en-us/community/posts/360069907792-Images-into-NextGen-Docs-?input_string=Image%20name Unless this issue has bee...
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We use a row height of 11 and Next Gen doesn't seem to like that. We have a lot of truncated cell warnings because of this. Will this cause an issue when we file?
1
Test Filing
Answered
Is there anyway to be able to test file an 8K before the filing date? It won’t let you go through all the steps because it gives an XBRL warning that the filing date is in the future, but then we have to wait until the day of to test file. Is ther...
2
Section 16 Filings
Answered
Does the new platform (next gen) impact section 16 filings and certifications at all? Is there anything we need to do for those “platforms”/dashboards, or anything we will notice looks/operates differently?
1
Hi, I don't seem to be able to find a way to import and add an exhibit to a current filling with the NextGen. Would you please help me?
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Filing - Notifications
Completed
Will NextGen's Filing process ever support a feature in the Notification email portion where an email list can be loaded from a previous filing? I realize there are not "projects" anymore, but there are previous filings. We generally have a long ...
3
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What goes in a X-17A-5 filing?
Answered
Has anyone filed their broker dealer reports through Workiva? How does it work? Just trying to update my process.
1
Deleting a Filing Package
Answered
We accidentally created two filing packages for the same filing. Can I delete one of them?
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Within my organization, our language within our notes are common to most of the companies. During year end, when a comment was suggested it was difficult to identify in the document the precise change suggested, since it was a common language desc...
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Next Gen column header issues
Answered
Hi, please see below. The header label is just not showing up formatted left like I want it to. In Edgar preview it looks fine but in Workiva and PDF it looks bad. The format for the cell and column is identical to the old generation Workiva. So i...
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A functionality I loved in Wdesk classic / projects, was that at any point I could save a PDF ready file and actually include all documents (if contained in a project) into 1 combined PDF file... LOVED IT! However, as we move to Next Gen, there ar...
1
I'm interested in setting up a Form SD filing package in Nex Gen. What is the appropriate reporting period to use in the initial step? Would it be the date of filing? Additionally, if I were to incorrectly select the wrong reporting date when set...
1
Hi Mike, I’m in next gen. I have a 2 page table, the border of the table title / 1st row is gone on the 2nd page. It shows up on the pdf (very faintly), but reviewing Edgar and Word, it’s no longer there. In Wdesk, if my cursor is on the table, it...
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How are other companies handling filings around COVID-19? Filing extensions, etc.
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Form 4 - Codes are adding "K"
Answered
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It's a pretty standard convention at this point to file one Form S-8 covering multiple registration statements. There doesn't seem to be any obvious way to add multiple File Numbers to an S-8 filing, however. Is there something I'm missing?
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I can see how to import a Word file but I don't understand how to make it an exhibit or convert for the filing in NextGen.
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When I transitioned Classic Documents to Next Gen Documents, there are some page breaks that automatically occurred. How do I remove page breaks in the next gen documents?
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Logo on Cover Page in a Document
Answered
I recently transitioned a classic 8-K project into Next Gen, and our logo that was on the classic 8-K cover page is on the next generation document cover page. When I collect documents in the Filing process, I receive a warning for an "Unreferenc...
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2
Hi Mike, I'm working out of Next Gen. now. Can you verify if the 'document' and 'other' are still the only non-filing documents within a project? I want to create a press release document that is linked to our workbooks in a 6K project, but I don'...
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Hi All,We are working on moving some of our statutory reporting documents into Wdesk - what we are puzzling over currently is that some documents are required to have barcodes, which are currently generated through a font in Word. Unless I've miss...
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I noticed some companies's K/Q's have a quick hyper link at the beginning of each section to take a viewer to the page of Table of Contents on their SEC filings. That makes viewers conveniently go back to table of contents without having to scroll...
1