<i class="icon-match-section w-icon w-icon-50 w-icon-twfr-filing" data-section-id="360007126172"></i><i class="icon-match-section w-icon w-icon-50 w-icon-twfr-section-16" data-section-id="360007126132"></i>General discussion and Q&A for compliance filings in the Workiva filing experience.
Back again by popular demand, check out the 2026 SEC Filing Deadline calendar below. This calendar includes SEC holidays when the EDGAR® system will not receive, process, or accept submissions. As a reminder, filers will need to comply with ASU 20...
Hi We have followed the instructions to edgarize a pdf for our exhibits. However we are getting errors. I understand we have to file to have the pdfs "live" but how do we file if we have errors? Will i be able to file with the errors? Or do we ...
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.
Hello and welcome to the second season on CPX Leadership, where you’ll hear direct from our own Customer and Partner Experience leadership team on a variety of topics. Kicking off 2025 is Angie Kooiker, Vice President of Professional Services. An...
I keep getting the message above within the Section 16 Platform. I have confirmed that the CIK and CCC are correct for the reporting owner. However, this warning does not clear. How can I resolve this warning and proceed with the Form 4 filing?
As described in Final Rule 33-11253, the SEC is changing how beneficial ownership reports will be filed as well as changes to their compliance reporting deadlines. Previously, these reports were filed on EDGAR using either HTML or plain text docu...
Hello - I am curious as to why my Company Logo file on my Exhibit 99.1 is inserted as a jpg and appears correct up until the point that I choose to regenerate my filing package. At that point, I receive a filing error that I have a PNG file attach...
I am new to the Workiva Section 16 filing platofmr. Can someone please advise how I would create a Form 3 with no initial beneficial ownership? In the platform I used previously, we simply left the Form 3 blank and the SEC populated the "Remarks" ...
Hi We are doing the last steps before filing on Weds. We are working on exhibits. we have to put our new pdf or word files into the exhibit for files herewith. We are all new to the SEC team for our second K. We do not remember what we did last...
We need to download a PDF of the full filing to present to the board for consent/approval, but from the filing, when we download the PDF it doesn't seem to include any exhibits that were uploaded as Edgarized PDFs. Can there be an option to includ...
I would like the ability to print all Section 16 forms filed for a reporting owner for a specified frame. One potential approach would be to enable a "Print Selected Forms" button on the "Archived Forms" screen (illustration below). Having the o...
We would like to publish our press release that is built out in Workiva through business wire
Will the "copy" feature, as included in the Classic version (click on drop down under reporting person's forms), be available in the new version of Section 16 filings? I utilize this feature heavily--specifically for our executive officers who ha...
How do I get a power of attorney form in the new section 16 to attach to a filing and do I have to attached the POA to every filing or is there a default that will automatically attach it each time?
Hello SEC and EDGAR enthusiasts! Wanted to share a quick update with ya’ll regarding the Share Repurchase disclosure rule which was approved earlier this month (see https://www.sec.gov/news/press-release/2023-85 and https://www.sec.gov/files/34-97...
I'm a newbie for Workiva Section 16 For a Form 4 - I want to delete the first row of 4 in Table II - Can you do that?
The U.S. Securities and Exchange Commission’s recent updates to insider trading rules aim to further level the playing field between investors and company insiders who have more information than they do. But the changes also include a few new da...
In observance of the Veteran's Day federal holiday today, the SEC and EDGAR will be closed and no filings will be accepted. Note that Workiva Customer Support is available 24/7. Thanks, and Happy Veteran's Day, and thank you for your service to al...
When I file a Section 16 form, I receive an auto-generated notification email from "edgar-postmaster@sec.gov". These emails let me know if my submission was accepted. For example the subject could be: "ACCEPTED FORM TYPE 4 (0000776901-22-000113)" ...
The EDGAR system and SEC mailroom will not receive, process, or accept test or live filings today, February 21, 2022, in observance of a federal holiday (Washington's Birthday). EDGAR filings that have already been posted to the website will be ac...
Hello Workiva Filers! This year, the Christmas and New Year's holidays fall on the weekend, and as result the federally observed dates are the following Monday. And a reminder that effective last year, Christmas Eve is also an observed federal hol...
I was hoping to remove the old Power of Attorney forms associated with our current filers as well as for the inactive filers. I have tried deleting them through the supporting documents section. However, I keep getting a message that the support...
Hello, I have a question following up on this article. As noted, a pdf will generate multiple image files once edgarized. This article shows how to get the hyperlink to ONE image. What if my document was intended to be a whole exhibit? Is it ok to...
The SEC announced that on or about 11/19/2021 they would implement changes to the EDGAR filing process that could impact how third-party software communicates with the EDGAR filing site. The purpose of this update is to add additional layers of s...
I need to amend an 8-K filing and I'm not sure how to go about it. Can someone please help? Thank you.
As the title of this post mentions, we have some upcoming changes we wanted to give you heads up about. What's happening? We will be having a bit of site clean-up going on and as a result we will be merging this topic into another one. All the con...
Hello, I have a HTM file created outside of WDesk that I need to include as an exhibit to a filing. I haven't been able to upload the file to a folder in WDesk, but I can upload it to the filing after I create it. However, by doing that I am unabl...
