Hi, is there a plan to include SFDR regulation in ESG Explorer? I see this is missing from it.
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Workiva's Signature Learning is an advanced training offering that keeps users informed and enabled on the platform's latest features and functionality. Let's look at one of the entitlements included with your access to Signature Learning. As a S...
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https://workiva.wistia.com/medias/i3g2ij0ya2
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We currently leverage connected sheets for reporting and have added additional columns to the report within the module. How can I those columns to the connected report that we leverage? I.e Need the 2 new columns brought into the connected sheet t...
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Hi, When we tag a text XBLR note that starts at a title or subtitle, it is not taking the list number or letter in the mapping. Attached you will find an image Thanks in advance. Regards.
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We are happy to announce that the 2024 ESEF Taxonomy is now available in the Workiva platform! As mentioned in our article for ESEF Reporting Manual and Validation Updates, the European Securities and Markets Authority (ESMA) announced and publish...
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We plan to file the glossy, design-heavy version of the report on EDGAR as part of the 6-K htm file. Are there any restrictions on filing a glossy version? We noticed other companies filing 6-K quarterly reports tend to submit non-glossy versions...
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In presentations, is there a way to see who resolved a comment? We can see who authored the original comment but there is no history of who resolved it.
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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 ...
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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...
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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 ...
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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...
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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...
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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 ...
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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 ...
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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...
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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...
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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...
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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...
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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...
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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...
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📆 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...
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I have all of the information for each reporting owner entered and click "Create Forms." When I click "Continue" an error message appears. Help please. Thanks.
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First things first... Workiva's Product Enablement Instructors regularly conduct live sessions covering a variety of functionality and features across all of Workiva's experiences. These dynamic, interactive Instructor-led Training (ILT) classe...
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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...
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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...
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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.
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Any valid SEC account (CIK) can be used to log into EDGAR with its CIK and Password, and then navigate to the Retrieve/Edit Data link where you will be prompted to enter the officer’s CIK and CCC and, even if their password is expired, you will be...
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Hello, I was working on a stacked column chart and noticed that I wasn't able to style the figures differently as is the case with the other charts. Is this a bug?See the screenshots below, first the normal table: And with only one total selected...
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As with everything in EDGAR Next, there are a number of options to choose from. There are various options for individuals under EDGAR Next, ordered from least intrusive to most hands on. The EDGAR Business Office provides a document which discuss...
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