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...
If you wish, you can continue to file using your own credentials (tokens) in EDGAR Next, and they will simply replace the SEC password in the current EDGAR environment. You will have the option of saving the tokens in the Workiva system, for ease...
Unless you have a special arrangement with Workiva, we will never “push the button” to submit a filing on your behalf. If you delegate to Workiva, however, you will be able to automatically utilize our tokens to ensure your filing is submitted to...
Test and Live filings have the same token requirements, although depending on the situation, there may be two, one, or zero tokens that a customer needs to provide. Fully self-reliant: In this situation, a customer decides to completely control t...
There are a number of combinations of situations, which can make EDGAR Next confusing. Some common scenarios are: A filer who wants to control all aspects of the filing. Every EDGAR Next filing using the API, where a user doesn’t manually log i...
Yes, the document creation, tagging, and preparation steps are completely unaffected by EDGAR Next. The impact of EDGAR Next occurs only in the Test and Live Filing steps, where you will be offered the ability to submit filings as usual (with a p...
📆 Date: Thursday, February 13⏰ Time: 12:00 - 1:00 PM EST🌎 Location: Virtual https://workiva.wistia.com/medias/iqqfv2go5z Click here to download the slides About this event Join us for the second webinar in our EDGAR Next webinar series focused...
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.
First things first... Workiva's Product Enablement Instructors regularly conduct live sessions covering a variety of functionality and features across all of Workiva's experiences. These dynamic, interactive Instructor-led Training (ILT) classe...
In EDGAR Next, you will still have the ability to log into EDGAR, OnlineForms, or the Filer Management dashboard in a web browser to submit a filing or manage your EDGAR account. The login process of a CIK and Password will be replaced with a “Lo...
Any valid login.gov account may be used with EDGAR Next. It is strictly up to the individual if they want their personal or other login.gov account utilized for EDGAR Next, or if they wish to create a new account using their business email addres...
The SEC has indicated that they prefer a work email address to be used for EDGAR Next accounts, but this is only a recommendation. A single login.gov account user may be a user and/or Account Administrator for multiple EDGAR Next accounts.
Any valid SEC account (CIK) can be used to log into EDGAR with its CIK and Password, and then navigate to the Retrieve/Edit Data link where you will be prompted to enter the officer’s CIK and CCC and, even if their password is expired, you will be...
Hello, I was working on a stacked column chart and noticed that I wasn't able to style the figures differently as is the case with the other charts. Is this a bug?See the screenshots below, first the normal table: And with only one total selected...
As with everything in EDGAR Next, there are a number of options to choose from. There are various options for individuals under EDGAR Next, ordered from least intrusive to most hands on. The EDGAR Business Office provides a document which discuss...
There are various options for individuals under EDGAR Next, ordered from least intrusive to most hands on. The EDGAR Business Office provides a document which discusses these options: Provide a notarized Power of Attorney letter, similar to what ...
As with other filing types, your company and/or your reporting owners do not need to delegate to Workiva for Section 16 filings. While delegation is a single level process - an entity who is delegated to can not further delegate to another, multi-...
You are always completely in control of your filing, and delegating to Workiva only enables the use of our Filer API Token to be used behind the scenes to communicate with the EDGAR server (API). Nothing else changes with your filing process othe...
Yes. To enroll in EDGAR Next, all operating companies, funds, FPI, and all other types of registrants, other than single member companies, will need to specify two Account Administrators using their login.gov email addresses. In addition, each ED...
By delegating to Workiva, you enable the use of our Filer API Token to be used for your filings. This token is used behind the scenes by our systems to communicate with EDGAR Next, and you will only need to provide your User Token, instead of a S...
There is no limit to the number of entities, such as filing agents, that an EDGAR Next account can delegate to. Delegation is a one time, non-expiring operation, and for Section 16 Reporting Owners, they may choose to delegate to both the issuer ...
There are no charges or contract modifications required to delegate to Workiva or file using EDGAR Next.
Delegating to Workiva relieves the filer of the need to manage their own Filer API Token, which expires on a yearly basis, and also the need to have two or more Technical Administrators in their EDGAR Next account. Delegation is also an EDGAR Next...
Unlike with some filing agents, it is completely your choice on whether to delegate or not to Workiva. By choosing to not delegate to Workiva, you will be required by EDGAR Next to create and manage your own Filer API Tokens using the Technical Ad...
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...
