|
Klasyczne typy plików nie są już dostępne od stycznia 2021 r. Możesz przenieść swoje klasyczne pliki lub pobrać plik PDF. Dowiedz się więcej

Already enrolled company in EDGAR Next, but Workiva app wants me to enroll again?

Udzielono odpowiedzi
Zamów wersję demonstracyjną

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 management, but it doesn't show on the Workiva app.

 

Thanks

0

Komentarze

Komentarze: 1

Data Głosy
  • Mike Davis
    • Edytowano

    Hi Barbara!

    You can update your EDGAR Next Filer Management data with the Workiva app if your company has enrolled in EDGAR Next via the SEC's Filer Management dashboard.

    You may need to provide an Account Administrator's User Token to authorize the sync. Lastly, verify that the imported data matches your Filer Management settings, and confirm delegation to Workiva.

    On the Workiva side, you can mark as enrolled in Workspace Settings if you've confirmed their enrollment and delegation. It would be done by through the three dots next to an entity you have completed but is not reflected yet in Workiva, like so:

    Let me know if I have missed the mark here or you have any follow-ups. Thanks for the question and have a super day!

     

    0

Zaloguj się, aby dodać komentarz.