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Has anyone filed their broker dealer reports through Workiva? How does it work? Just trying to update my process.
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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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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...
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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...
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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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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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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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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...
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Can I load notification e-mails from a prior filing in the Next Gen Filing window? Or do I have to re-enter all of the contacts in every filing?
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Has anyone been able to setup a filing package for another member of the team in the same workspace to file under the new filing platform?Under the old filing platform, within a project, under the filing tab I could setup a filing package, test fi...
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I am looking to file a Form SD tomorrow in the next generation documents yet I do not see in the pull down menu on the "Filing" tab on the home screen. Can anyone confirm whether this document is supported yet?
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Multiple Mass Grants
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Is there an ability to create multiple types of mass grants? For example, both option grants and RSU grants? Or do I need to choose one and then manually enter the other one for each reporting person?
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How do you file a Section 16 form in the WDesk platform as a manual file, but NOT have it submitted to the SEC?
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Note that we are filing a power point presentation, and its my understanding that I should upload it in PDF format onto wdesk. So not sure if I need to add the exhibit number before converting it into PDF.
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How do you delete a previous power of attorney used in Section 16 filings as a supporting document?
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How do I file Form 144? I thought it would be through Section 16/Form 3 but it is not. Thanks!
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How do you delete stock options in wdesk that have expired without filing a form 4 with the SEC?
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I want to attach a POA but don't yet have the CIK code. It seems I need to input the CIK before I am able to advance. Has anyone been able to attach a form to a draft form without the CIK> Linda
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