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Edgar Next - Test Filing

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  • Mike Davis

    Hi Dararith!

    Yes, you can perform test filings using the EDGAR Next option in Workiva. The process works similarly to the normal test filing procedure you're familiar with.

    Key points:

    • - The "Test File" button for EDGAR Next functions the same way as the regular test filing option.
    • - It's a safe environment to practice and verify your filing before going live.
    • - No accidental live submissions will occur when using the test filing feature.

    Our Recommended Steps:

    1. Select EDGAR Next from the dropdown menu in Workiva.
    2. Click the "Test File" button.
    3. Complete the test filing process as you normally would.
    4. Review the results to ensure everything appears correct.

    >>> Important: Test filings are completely separate from live filings. You can safely experiment with the EDGAR Next test filing option without risk of accidentally submitting a live filing.

    Benefits of Test Filing with EDGAR Next:

    • - Familiarize yourself with the new process
    • - Verify document formatting and content
    • - Ensure proper handling of EDGAR Next tokens (if applicable)
    • - Identify and resolve any potential issues before live filing

    It's highly recommended to perform test filings using the EDGAR Next option before attempting your first live filing with the new system.

    Let me know if you have any follow-ups for me or need anything else. Thanks again and happy (test) filing!

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