Important Update: Changes to the Edgar Next Contact Method 固定された投稿

Hi everyone, To ensure all your inquiries are tracked and resolved as efficiently as possible, we are officially retiring the edgarnext@workiva.com email address. What you need to know: Status: This email address is no longer being monitored. W...

Isabel Messore Community Moderator Community Champion
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Workiva update: EDGAR Next - Post Deadline Scenarios 固定された投稿

Effective September 15, 2025, any EDGAR account (CIK) not enrolled in EDGAR Next will be unable to submit filings. A three-month grace period, concluding on December 19, 2025, is provided for filers to enroll in EDGAR Next, but is only possible un...

Mike Davis Community Manager Amplify Attendee Community Champion Idea Generator Data Management Suite Workiva Essentials Train the Trainer
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Steps to prepare Section 16 for EDGAR Next 固定された投稿

UPDATED AUGUST 2025 ✅ Make a list of your Section 16 Reporting Owners (and their CIK/CCC/Passphrase)     ➢ Individual reporting owners can select a trusted individual to enroll them (or enroll themselves, which may be rare)     ➢ Individuals that...

Mike Davis Community Manager Amplify Attendee Community Champion Idea Generator Data Management Suite Workiva Essentials Train the Trainer
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EDGAR Next Final Rule: FAQs 固定された投稿

***UPDATED: FEB. 2025**** With the recent announcement of the EDGAR Next Final ruling, there's been many questions from our customers and partners. You will find links below to our FAQs, and our response or recommendations. We will continue to add...

Mike Davis Community Manager Amplify Attendee Community Champion Idea Generator Data Management Suite Workiva Essentials Train the Trainer
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EDGAR Next and Workiva 回答済み

Good day,  We have enrolled our company on EDGAR Next and added administrators, however we have a few questions on next steps: 1. Do we need to add Workiva as a delegated entity? 2. The CCC was now automatically changed when we did the EDGAR Next ...

Nellie Van Heerden
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Sneak peek - EDGAR Next filings view after September 15 deadline

We’ve been getting a lot of questions around what the Filing steps will look like after September 15th, when the legacy credential option goes away. So here you go! Check it out below.  Note that Workiva's support site will also be updated in the...

Mike Davis Community Manager Amplify Attendee Community Champion Idea Generator Data Management Suite Workiva Essentials Train the Trainer
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Already enrolled company in EDGAR Next, but Workiva app wants me to enroll again? 回答済み

Hi,   How do I get the Workiva app, in workspace settings, to show that the company with its account admins etc are already on filer management.  I don't want to do it again for the Workiva app.  Similarly, I have delegated to Workiva on filer man...

Barbara Beta Buddy Idea Generator Data Management Suite Community Champion
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Edgar Next - Test Filing 回答済み

Hi, Can we do test filing in Edgar Next option via Workiva?  When I click drop down and select on "Edgar Next" in Workiva, it has button for me to click on "Test File", but would like to confirm it works the same like normal test filing before I t...

Dararith Yat
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How do I edit my information on EDGAR next? 回答済み

Hi,   The two of us who enrolled our company on EDGAR Next have (unknown) as our names.  The people we have invited have their names next to their profile.  How do I amend my details?  When I right click on  "actions" I can only amend my roles, ma...

Barbara Beta Buddy Idea Generator Data Management Suite Community Champion
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