Delegation is a new concept introduced in EDGAR Next where one filing entity (e.g. a registrant or reporting owner) gives permission for another entity (e.g. a filing agent or an issuer) to submit filings on their behalf. Delegation is a one-time...
The stated goals of EDGAR Next are to improve the security of EDGAR filings, provide accountability to the person submitting the filing, and modernize the system used by filing agents to access EDGAR (also known as APIs - Application Programming I...
You can create an unlimited number of Filer API Tokens on the EDGAR Filer Management dashboard, and all are equally valid. You may choose to have a single token which you provide to all of your filing agents, or you may choose to create one or mor...
We have all numbers in our ESG Factbook in the fullest precision, but we need to round up or down as needed for our ESG disclosures. I understand how to display the numbers rounded up, but cannot figure out how to get them to display rounded down....
Although it is often referred to as “Google Authenticator” this is just a shorthand way of referring to a software standard Time-based One Time Password (TOTP) . There are a number of different programs, including those that run on Windows and Ma...
For every EDGAR account (CIK) that you control or manage, ensure that you at least know the Passphrase and have updated the contact email address in EDGAR, but consider the following: Make sure that all contact information, especially the email a...
login.gov is the United State government’s primary identity provider, used for many different agency’s sites, including EDGAR Next. Registration in login.gov is required to access the EDGAR Filer Management dashboard and other EDGAR websites afte...
ALL EDGAR accounts (CIK) must enroll in EDGAR Next by the September 15, 2025 deadline. Enrolling in EDGAR Next will not create a new CIK, but it will automatically reset your CCC to a new random value. After enrolling, you may choose to change t...
UPDATED MARCH 2025 Enrollment in EDGAR Next is a big and required step for every single CIK, but you have time to prepare for it now, decide when you want to enroll (sooner rather than later), and finally when you want to begin filing using EDGAR ...
Each EDGAR account (CIK) must provide their current CIK, CCC, and Passphase. Note that the Passphrase is not the same as your SEC password. If you do not have the Passphrase for every CIK that you manage, follow the reset instructions provided b...
There are three phases of the EDGAR Next rollout: September 30, 2024 - December 19, 2025: Proposing Beta PeriodThis is primarily for filing agents and other software providers to update and test their software to work with the EDGAR Next changes...
Directors managing their own EDGAR Next and login.gov accounts would be highly impressive, but also highly uncommon. The SEC has foreseen this situation and has noted that, with a Power of Attorney letter, a reporting owner can turn over the mana...
Question 1: How does Delegation work for Section 16 Filers? Question 2: What are the best and easiest options for Section 16/Form 144 reporting owners? Question 3: How does Login.gov work for Section 16 Filers and Directors?
Question 1: What is delegation and why does Workiva recommend that I perform it? Question 2: Is Delegation similar to the "file with Workiva" code option? Question 3: Is Delegation required to file through Workiva? Question 4: What are the benefit...
Question 1: Will I still be able to create and submit filings in Workiva under EDGAR Next? Question 2: What are the filing scenarios for EDGAR Next Workiva filers? Question 3: For account administrators who only test file, will they also need a to...
Question 1: Which filers are impacted by EDGAR Next? Question 2: What are the important deadlines for EDGAR Next compliance? Question 3: What data is required to complete EDGAR Next enrollment? Question 4: When should we enroll in EDGAR Next? Ques...
Every EDGAR account (CIK) is impacted by EDGAR Next, including Section 16/Form 144 Reporting Owners, Institutional Advisors, Investment Companies/Funds, Asset Backed Security registrants, Foreign Private Issuers, Co-Registrants, and Operating Comp...
What is the best practice to layout in a designed document a Nav Bar that will change from section to section, but needs to always be in the same place on the page?
When Edgar Variable Width is selected is there a reason why some tables stretch the full width of the screen while others look a little short. Comparing the tables they are exactly the same. Is that an htm issue or is there something in Workiva ...
Hi I am an ownner but there are a lot of requests from different peopel who want to get added to the workspace from my IT team getting directed to me, how to provide Org Workspace Admin access to the IT guys, so they can addd users to workspace? a...
Hi - A few days ago I exported a spreadsheet to excel and there is a Master Dates tab where we input the current year ("2024" in this case) and the formulas create period header formats for use throughout the rest of the workbook. Earlier this we...
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...
Is there an easy way to find hyperlinks in a document - similar to Word alt+F9 or search for "Hyperlink"? Or maybe a list with all hyperlinks? (We want to check that we set up all hyperlinks correctly in a big document).
When we all come together and share our insights, experiences and successes we all benefit. Join an audience of finance, sustainability, audit and risk professionals to gather lessons learned from the first year of CSRD reporting, prepare for fu...
OneDrive List Drives command errors "https://login.microsoftonline.com/common/oauth2/v2.0/token responded with status 400"
📆 Date: Thursday, January 30⏰ Time: 11:00 am - 12:00 pm CST🌎 Location: Virtual About this Event I officially invite you to join us for our next Beverage Break event on Thursday, January 30th at 11:00am CST as we kick off the year with a topic w...
We are excited to announce that following ESMA's publication of the 2024 Conformance Suite in January that we have released all the changes required based on the ESEF Reporting Manual updates made in 2024. All ESEF iXBRL files generated after this...
As an admin, I see all outstanding tasks within my workspace, some dated back to 2016. Is there a way to bulk delete them? As members review their current tasks, they also see some very old ones on their list.
Hi, we have an svg file (the bubbles with 'EG') and want to insert it into a cell of a table. How is it possible to set the alignment to middle? It is aligned middle but it does not appear in the middle of the cell.
Hi everyone, I’m looking to get feedback on an issue we’re facing with our Workiva ESG instance. We have a data collection sheet that contains over 3,000 rows of data. As you can imagine, this puts a significant strain on the Workiva application w...
Big news for your Scope 3 reporting! Hybrid Calculation Method V2 is now live in Workiva Carbon for Categories 1 & 2, delivering higher data quality thresholds, direct insight into raw CDP source data, and flexible version control across your repo...
Ready to own your Sustainability Program roll forward with total confidence? We know that rolling forward your Sustainability Program and Carbon data means managing a lot of moving parts at once. To help keep things organized and ensure nothing ge...
Have a suggestion to share but not sure if it pertains to Reporting, GRC, Filing or other? Look no further! Below is a breakdown of the existing feedback topics and what product/feature area belong in each. API & Developer Feedback Ideas and sugge...
Did you know that over 1000 ideas have been shared in the Workiva Community? The odds are high that the idea you seek has been requested before. Here’s some tips to help you find what you are looking for so you can weigh in too! First, search for ...
Designed Reporting has evolved! Draft to Delivery: A Designed Reporting Journey is a connected, blended learning experience designed to help learners build confidence using Workiva’s Designed Reporting tools to create polished, profession...
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...