Below is our meeting recording from our Level Up session held on Oct. 16, 2024. This session focused on SEC Filing and we covered a few key topics, including hyperlinking your Exhibit Index, EDGARizing PDF, tips for the filing walkthrough, and EDGAR Next.

https://workiva.wistia.com/medias/izg8276gnp

• 0:00 - Level Up Introduction
• 4:20 - Welcome the Workiva experts
• 7:15 - Hyperlinking the Exhibit Index
• 12:50 - Form 13H filings 
• 13:13 - Form 144 filings (utilyze spreadsheet and FAQ on Support Center)
• 14:40 - Edgarizing PDFs | Create or import a document | Improve your Word (DOCX) imports
• 21:45 - Finding and removing hyperlinks and images to resolve filing health warnings
• 26:25 - Save time: Filing Health Messages
• 27:22 - Save time: Form Information and Notify Recipients using Workspace Settings | Set filing defaults & manage mutual funds
• 31:37 - Creating an Amended Form 3
• 34:15 - EDGAR Next.
• 41:00 - Wrap Up and Closing

EDGAR Next references:

• Workvia: EDGAR Next Final Rule - Key Findings & Our Plans
• Workiva: How does EDGAR NEXT affect your filings in Workiva?
• Workiva: EDGAR Next Final Rule: FAQs
• Follow Workiva Community Category: Regulatory Updates
• SEC: EDGAR Next—Improving Filer Access and Account Management
• https://login.gov/