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...
https://workiva.wistia.com/medias/t6pfyka13x
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🌎...
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...
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...
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...
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...
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 ...
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...
https://workiva.wistia.com/medias/6wb5ybtcoq
📆 Date: Thursday, November 21⏰ Time: 1:00 - 2:00 PM EST🌎 Location: Virtual https://workiva.wistia.com/medias/pbgtsmkcqx Click here to download the slides About this event The U.S. Securities and Exchange Commission has adopted the EDGAR® Nex...
***UPDATED NOVEMBER 2024*** The SEC has posted a final update on EDGAR Next here. While its way more technical than most will want to consume, we've combed it over and have some updates for you all regarding EDGAR Next. Here's what is known so far...