<br><img src="https://support.workiva.com/hc/user_images/01JKBB57YBZKZ4W693F6A4Z5C4.png" width=100%><br><br> Your place to connect with the Workiva team on all things EDGAR Next. Check out our info and FAQs below. Have a question or feedback? <a href="https://support.workiva.com/hc/en-us/community/posts/new?community_post%5Btopic_id%5D=33771366917012"><strong>Feel free to ask it here!</a></strong>. Additional resources can be found <a href="https://www.workiva.com/resources/edgar-next-with-workiva" target="_blank">here on Workiva.com</a> or <a href="https://www.sec.gov/submit-filings/improving-edgar/edgar-next-improving-filer-access-account-management" target="_blank">on the SEC</a>.<br><br> <small>EDGAR® and SEC® are trademarks of the U.S. Securities and Exchange Commission. Workiva Inc.'s products and services are not affiliated with or approved by the U.S. Securities and Exchange Commission.</small>
Hi everyone, To ensure all your inquiries are tracked and resolved as efficiently as possible, we are officially retiring the edgarnext@workiva.com email address. What you need to know: Status: This email address is no longer being monitored. W...
Effective September 15, 2025, any EDGAR account (CIK) not enrolled in EDGAR Next will be unable to submit filings. A three-month grace period, concluding on December 19, 2025, is provided for filers to enroll in EDGAR Next, but is only possible un...
UPDATED AUGUST 2025 ✅ Make a list of your Section 16 Reporting Owners (and their CIK/CCC/Passphrase) ➢ Individual reporting owners can select a trusted individual to enroll them (or enroll themselves, which may be rare) ➢ Individuals that...
***UPDATED: FEB. 2025**** With the recent announcement of the EDGAR Next Final ruling, there's been many questions from our customers and partners. You will find links below to our FAQs, and our response or recommendations. We will continue to add...
Good day, We have enrolled our company on EDGAR Next and added administrators, however we have a few questions on next steps: 1. Do we need to add Workiva as a delegated entity? 2. The CCC was now automatically changed when we did the EDGAR Next ...
We’ve been getting a lot of questions around what the Filing steps will look like after September 15th, when the legacy credential option goes away. So here you go! Check it out below. Note that Workiva's support site will also be updated in the...
Hi, How do I get the Workiva app, in workspace settings, to show that the company with its account admins etc are already on filer management. I don't want to do it again for the Workiva app. Similarly, I have delegated to Workiva on filer man...
Hi, Can we do test filing in Edgar Next option via Workiva? When I click drop down and select on "Edgar Next" in Workiva, it has button for me to click on "Test File", but would like to confirm it works the same like normal test filing before I t...
Hi, The two of us who enrolled our company on EDGAR Next have (unknown) as our names. The people we have invited have their names next to their profile. How do I amend my details? When I right click on "actions" I can only amend my roles, ma...
Hi this is a simple question, probably asked over and over again. I have never had a Login.gov account. Should I and others in the company who file with the SEC and will probably have admin/technical roles in EDGAR Next create individual login.g...
We have to file press releases on a weekly basis. We want to enroll now on EDGAR next, but we are not sure how long the enrollment process will take. For example - If we create a Login.gov account today, will we still be able to file on the same d...
Based on my understanding, every filer is required to have at least two account administrators and two technical administrators. Currently, we only have one individual who is authorized to file (i.e., has filing permissions in Workiva) and prefer ...
How do we upload another and/or a renewed User Token to Workiva after the delegation phase is completed? I don't see a place in Workiva to add another User Token or provide an updated User Token once a CIK has been delegated to Workiva. I'm the Wo...
✅ Identify who should be authorized to submit SEC filings at your company ✅ All admins and users who will process filings need to obtain login.gov individual account credentials ✅ Log in to EDGAR® and check that contact information is correct fo...
Do individuals need an individual account at login.gov in order to be able to set up the filing project in Workiva? This individual will not test file or live file - only set up the project with the document that will be filed. Thank you.
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📆 Date: Thursday, March 13⏰ Time: 12:00 PM EST🌎 Location: Virtual Workiva Customer? Register hereWorkiva Partner? Register here About this event The SEC highlighted the requirement to have a current CCC and Passphrase before enrolling in EDGAR...
If you do need to reset your CCC and Phrase, here’s what Workiva recommends to minimize disruption: Check that your contacts are up to date within the legacy EDGAR profile to ensure the appropriate person gets emails in the update process Keep y...
Some new developments with EDGAR Next from the SEC's EDGAR Business Office. As found here, if a registrant has not updated their CCC or Passphrase since September 2019, they will need to do so prior to EDGAR Next enrollment. This will likely...
It has been emphasized that a filer can only enroll once in EDGAR Next. Will this be done through the Workiva Enrollment Application, or will the filing team use the EDGAR Filing Management website? My company will be assigning Workiva as a delegate.
The SEC's EDGAR Business Office is hosting a webinar on Thursday, Feb. 20th at 12:30 pm CT about EDGAR Next. The recording of this event will be added to their YouTube channel. 📆 Date: Thursday, February 20, 2025 ⏰ Time: 12:30 PM - 2:00 PM CT🌎...
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 ...
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...
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 ...
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...
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...
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 ...
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 ...
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...