<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...
