<br><img src="https://support.workiva.com/hc/user_images/01JKBB57YBZKZ4W693F6A4Z5C4.png" width=100%><br><br> Your place to connect with the Workiva team on all things EDGAR Next. Check out our info and FAQs below. Have a question or feedback? <a href="https://support.workiva.com/hc/en-us/community/posts/new?community_post%5Btopic_id%5D=33771366917012"><strong>Feel free to ask it here!</a></strong>. Additional resources can be found <a href="https://www.workiva.com/resources/edgar-next-with-workiva" target="_blank">here on Workiva.com</a> or <a href="https://www.sec.gov/submit-filings/improving-edgar/edgar-next-improving-filer-access-account-management" target="_blank">on the SEC</a>.<br><br> <small>EDGAR® and SEC® are trademarks of the U.S. Securities and Exchange Commission. Workiva Inc.'s products and services are not affiliated with or approved by the U.S. Securities and Exchange Commission.</small>
Hi this is a simple question, probably asked over and over again. I have never had a Login.gov account. Should I and others in the company who file with the SEC and will probably have admin/technical roles in EDGAR Next create individual login.g...
We have to file press releases on a weekly basis. We want to enroll now on EDGAR next, but we are not sure how long the enrollment process will take. For example - If we create a Login.gov account today, will we still be able to file on the same d...
Based on my understanding, every filer is required to have at least two account administrators and two technical administrators. Currently, we only have one individual who is authorized to file (i.e., has filing permissions in Workiva) and prefer ...
How do we upload another and/or a renewed User Token to Workiva after the delegation phase is completed? I don't see a place in Workiva to add another User Token or provide an updated User Token once a CIK has been delegated to Workiva. I'm the Wo...
✅ Identify who should be authorized to submit SEC filings at your company ✅ All admins and users who will process filings need to obtain login.gov individual account credentials ✅ Log in to EDGAR® and check that contact information is correct fo...
Do individuals need an individual account at login.gov in order to be able to set up the filing project in Workiva? This individual will not test file or live file - only set up the project with the document that will be filed. Thank you.
https://workiva.wistia.com/medias/t6pfyka13x
📆 Date: Thursday, March 13⏰ Time: 12:00 PM EST🌎 Location: Virtual Workiva Customer? Register hereWorkiva Partner? Register here About this event The SEC highlighted the requirement to have a current CCC and Passphrase before enrolling in EDGAR...
If you do need to reset your CCC and Phrase, here’s what Workiva recommends to minimize disruption: Check that your contacts are up to date within the legacy EDGAR profile to ensure the appropriate person gets emails in the update process Keep y...
Some new developments with EDGAR Next from the SEC's EDGAR Business Office. As found here, if a registrant has not updated their CCC or Passphrase since September 2019, they will need to do so prior to EDGAR Next enrollment. This will likely...
It has been emphasized that a filer can only enroll once in EDGAR Next. Will this be done through the Workiva Enrollment Application, or will the filing team use the EDGAR Filing Management website? My company will be assigning Workiva as a delegate.
The SEC's EDGAR Business Office is hosting a webinar on Thursday, Feb. 20th at 12:30 pm CT about EDGAR Next. The recording of this event will be added to their YouTube channel. 📆 Date: Thursday, February 20, 2025 ⏰ Time: 12:30 PM - 2:00 PM CT🌎...
Question 1: What is the purpose and functionality of these Tokens? Question 2: What are the pros/cons of using a Filer API token versus the Workiva API token? Question 3: What is the Impact of Delegation on Token usage? Question 4: How to manage ...
Somewhat confusingly, Account Administrators can’t manage any tokens, other than their own personal User Tokens. The SEC has a separate role, known as Technical Administrator, whose sole responsibility is the creation and maintenance of the Filer...
All EDGAR Next filing agent submissions require both the Filer API Token and an authorized User Token. Delegating to Workiva eliminates the need for a filer to create and manage the Filer API Token and the associated two Technical Administrators ...
In order to use the Workiva Filer API token, EDGAR Next requires that your EDGAR Account (CIK) performs a one-time, non-expiring delegation process to Workiva. This authorizes Workiva to submit filings on your behalf, and allows your users to use...
EDGAR Next filings, when submitted by any filing agent, must use the new EDGAR API (Application Programming Interface) system that the SEC provides, and in order to securely access the APIs and identify the individual performing the filing, two to...
Yes, you can create a new User Token at any point by logging into the EDGAR Filer Management dashboard and clicking on the “Create New User API Token” button, which creates a brand new token with a new 30 day expiration period. An individual can ...
Yes, the delegation process to Workiva is an optional, but highly recommended approach even if you intend to primarily use your own tokens. Workiva will provide a one-click option to initiate the delegation, but you will be required to provide a ...
If you have delegated to Workiva, you do not need to provide a Filer API Token so having a backup token isn’t strictly necessary. You can create as many Filer API Tokens as you desire in the EDGAR Next Filer Management dashboard, although one qui...
If you wish, you can continue to file using your own credentials (tokens) in EDGAR Next, and they will simply replace the SEC password in the current EDGAR environment. You will have the option of saving the tokens in the Workiva system, for ease...
Unless you have a special arrangement with Workiva, we will never “push the button” to submit a filing on your behalf. If you delegate to Workiva, however, you will be able to automatically utilize our tokens to ensure your filing is submitted to...
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 t...
There are a number of combinations of situations, which can make EDGAR Next confusing. Some common scenarios are: A filer who wants to control all aspects of the filing. Every EDGAR Next filing using the API, where a user doesn’t manually log i...
Yes, the document creation, tagging, and preparation steps are completely unaffected by EDGAR Next. The impact of EDGAR Next occurs only in the Test and Live Filing steps, where you will be offered the ability to submit filings as usual (with a p...
📆 Date: Thursday, February 13⏰ Time: 12:00 - 1:00 PM EST🌎 Location: Virtual https://workiva.wistia.com/medias/iqqfv2go5z Click here to download the slides About this event Join us for the second webinar in our EDGAR Next webinar series focused...
In EDGAR Next, you will still have the ability to log into EDGAR, OnlineForms, or the Filer Management dashboard in a web browser to submit a filing or manage your EDGAR account. The login process of a CIK and Password will be replaced with a “Lo...
Any valid login.gov account may be used with EDGAR Next. It is strictly up to the individual if they want their personal or other login.gov account utilized for EDGAR Next, or if they wish to create a new account using their business email addres...
The SEC has indicated that they prefer a work email address to be used for EDGAR Next accounts, but this is only a recommendation. A single login.gov account user may be a user and/or Account Administrator for multiple EDGAR Next accounts.