Sneak peek - EDGAR Next filings view after September 15 deadline

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...

Mike Davis Community Manager Amplify Attendee Community Champion Idea Generator Data Management Suite Workiva Essentials Train the Trainer
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Edgar Next - Test Filing 已回答

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...

Dararith Yat
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How do I edit my information on EDGAR next? 已回答

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...

Barbara Beta Buddy Idea Generator Data Management Suite Community Champion
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Create Login.gov account before enrolling in EDGAR next? 已回答

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...

Barbara Beta Buddy Idea Generator Data Management Suite Community Champion
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EDGAR Next filings and timing 已回答

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...

Nellie Van Heerden
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UPDATE: EDGAR Next CCC and Passphrase requirements

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...

Mike Davis Community Manager Amplify Attendee Community Champion Idea Generator Data Management Suite Workiva Essentials Train the Trainer
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Enrolling in EDGAR Next 已回答

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.

UNS_Rebecca Nyberg
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SEC EBO EDGAR Next Webinar (Session #5)

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🌎...

Mike Davis Community Manager Amplify Attendee Community Champion Idea Generator Data Management Suite Workiva Essentials Train the Trainer
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We currently file in Workiva and file using our credentials. Will this change?"

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...

Mickelisha Treasure Rock Star Workiva Essentials
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Will I still be able to create and submit filings in Workiva under EDGAR Next?

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...

Mickelisha Treasure Rock Star Workiva Essentials
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On Demand: EDGAR Next Webinar for Section 16 Filers 已完成

📆  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...

Mickelisha Treasure Rock Star Workiva Essentials
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We attempted to verify contact information for an officer but his account was disabled after invalid login attempts. Without an accurate passphrase, he's undergoing the manual update. How can we access filer contact information without a current password?

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...

Isabel Messore Community Moderator Idea Generator Community Champion
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What steps can I do prior to the start of the enrollment period on March 24, 2025?

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...

Isabel Messore Community Moderator Idea Generator Community Champion
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What is the impact of enrollment on existing filings and credentials?

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...

Isabel Messore Community Moderator Idea Generator Community Champion
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When should we enroll in EDGAR Next?

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 ...

Isabel Messore Community Moderator Idea Generator Community Champion
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What are the important deadlines for EDGAR Next compliance?

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...

Isabel Messore Community Moderator Idea Generator Community Champion
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On Demand: Intro to EDGAR Next Webinar with the Workiva Team 已完成

📆  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...

Mike Davis Community Manager Amplify Attendee Community Champion Idea Generator Data Management Suite Workiva Essentials Train the Trainer
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EDGAR Next Final Rule - Key Findings & Our Plans

***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...

Mike Davis Community Manager Amplify Attendee Community Champion Idea Generator Data Management Suite Workiva Essentials Train the Trainer
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