We were asked to make a change wherever a certain unit appears in our presentation, but we have not been able to find a "find and replace" option similar to that which is available in documents. Does the presentations function have this capability?
What is the period of report date for a proxy filing?
We just finished our first year SOX program as a company (and with Workiva SOX). We, and our auditors were not happy with the layout and detail in our SOX narratives. We basically ended up relying on the RACM and flows. Anyone have a good sourc...
How do I know for sure when my filing has been accepted with the SEC?
For vertical text in EDGAR documents, one method is to prepare the text in an image editor, rotate accordingly, and then drop the image into the cell.
What is the typical font size used on a 10-K/Q cover page (primarily the text below the company address)? I'm trying to keep it to one page but using 10pt seems to push text onto a second page. Does anyone use 8pt?
How do you delete stock options in wdesk that have expired without filing a form 4 with the SEC?
What is the setup process for filing a 10-Q/A or please point me to the resource that walks me through it? Thanks!
I want to attach a POA but don't yet have the CIK code. It seems I need to input the CIK before I am able to advance. Has anyone been able to attach a form to a draft form without the CIK> Linda
I was hoping to gather some general information on Disclosure Committees for a project I'm working on. If any of you would be willing to respond I'd greatly appreciate it. Thanks! • In terms of titles and functions, who attends and are considered ...
When we test file 8-k, we could not enter future date. Anyway to input date beyond test filing date? If this is something we could not do currently, we are hoping Webilings could add this function in the near future.
Can someone please explain how you decided which is more appropriate to use or guidelines for using Scenario Forecast [member] vs Scenario Plan [member]. I'm finding it tricky to differentiate between the two.
If I am the "owner" of a document can I set permission levels for people I want to be able to access it or do I need to be an "admin" to do that? Can "admins" set permissions for any document even if they are not an "owner"? What are the main di...
Does any one use non-financial printers to print and distribute Proxy and 10-Ks? If so can you recommend any that you have had good experiences with?
If so, how is it working for you?
Does anyone use the Editor tool for routine internal reporting? We are considering this due our success in using the tool for external reporting and our desire to streamline our reporting processes. If you have gone down this path of utilizing t...
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...
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 ...
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...
