<i class="icon-match-section w-icon w-icon-50 w-icon-twfr-filing" data-section-id="360007126172"></i><i class="icon-match-section w-icon w-icon-50 w-icon-twfr-section-16" data-section-id="360007126132"></i>General discussion and Q&A for compliance filings in the Workiva filing experience.
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...
Effective September 15, 2025, any EDGAR account (CIK) not enrolled in EDGAR Next will be unable to submit filings. A three-month grace period, concluding on December 19, 2025, is provided for filers to enroll in EDGAR Next, but is only possible un...
UPDATED AUGUST 2025 ✅ Make a list of your Section 16 Reporting Owners (and their CIK/CCC/Passphrase) ➢ Individual reporting owners can select a trusted individual to enroll them (or enroll themselves, which may be rare) ➢ Individuals that...
***UPDATED: FEB. 2025**** With the recent announcement of the EDGAR Next Final ruling, there's been many questions from our customers and partners. You will find links below to our FAQs, and our response or recommendations. We will continue to add...
Below are some commonly asked questions about submitting a filing to the SEC EDGAR site. To stay apprised of any filing issues or announcements, we encourage you to bookmark the EDGAR News & Announcements page and subscribe to our Workiva Status p...
Streamline, automate, and ensure compliance for the new standard of financial presentation. We want to be by your side as you navigate this transition. To support you during this period, we have put together this guide to break down the key chan...
Curious what steps i am doing incorrectly in my Form 4 processing, and looking for some help. I have a Form that i want to add a holding of a RP's 401k Holding, but i need to add a minimal amount of shares to their holding balance. I tried to ed...
12 months ago in our company, we produced all of our internal reporting and a large portion of our external reporting through Excel spreadsheets. Then our leadership transitioned us to Workiva and our team began the learning process of everything ...
We are working on including NL GAAP XML integration into our Financial statements, however before making any actions I would like to understand few things: We have working XML spreadsheets for micro and small companies in other template, however ...
Hi Team, What is everyone's best practice for when you export 10-Q/K and removing the electronic signature "/s/ [Insert Person's Name]" to be prepared for signing in Adobe/Docusign? Hoping Workiva can create a functionality that can export and re...
Is there a way to prepare the 10-Q/10-K so that prior periods link to previous filings and rollforward accordingly? For example, for the Q3 2025 10-Q, I would like the Q3 2024 YTD and PTD figures to link to our Q3 2024 10-Q filing. Additionally, i...
Good day, We have enrolled our company on EDGAR Next and added administrators, however we have a few questions on next steps: 1. Do we need to add Workiva as a delegated entity? 2. The CCC was now automatically changed when we did the EDGAR Next ...
Based on my understanding, every filer is required to have at least two account administrators and two technical administrators. Currently, we only have one individual who is authorized to file (i.e., has filing permissions in Workiva) and prefer ...
How do we upload another and/or a renewed User Token to Workiva after the delegation phase is completed? I don't see a place in Workiva to add another User Token or provide an updated User Token once a CIK has been delegated to Workiva. I'm the Wo...
✅ Identify who should be authorized to submit SEC filings at your company ✅ All admins and users who will process filings need to obtain login.gov individual account credentials ✅ Log in to EDGAR® and check that contact information is correct fo...
Do individuals need an individual account at login.gov in order to be able to set up the filing project in Workiva? This individual will not test file or live file - only set up the project with the document that will be filed. Thank you.
📆 Date: Thursday, March 13⏰ Time: 12:00 PM EST🌎 Location: Virtual Workiva Customer? Register hereWorkiva Partner? Register here About this event The SEC highlighted the requirement to have a current CCC and Passphrase before enrolling in EDGAR...
Hello, One of my exhibits for my filing renders best as a PDF. Am I able to hyperlink this PDF within my exhibits or do I have to use a different file format in order to be able to hyperlink. Thanks in advance!
We plan to file the glossy, design-heavy version of the report on EDGAR as part of the 6-K htm file. Are there any restrictions on filing a glossy version? We noticed other companies filing 6-K quarterly reports tend to submit non-glossy versions...
Question 1: What is the purpose and functionality of these Tokens? Question 2: What are the pros/cons of using a Filer API token versus the Workiva API token? Question 3: What is the Impact of Delegation on Token usage? Question 4: How to manage ...
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...
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...