Filing & Section 16

The company that I work for is looking at transitioning from ToppanMerrill for our filings and instead filing ourselves through Workiva. One of the questions that was asked is how does the process of printing our 10-K work? Our CSM mentioned a 'Pr...

Kacie Dillman

Hi Mike, I'm working out of Next Gen. now. Can you verify if the 'document' and 'other' are still the only non-filing documents within a project? I want to create a press release document that is linked to our workbooks in a 6K project, but I don'...

Linda Lo

My company is currently exploring opportunities within Workiva to make our SEC Reporting process more efficient. Can anyone share similar experiences or process improvements made?

Gabe M

Hi All,We are working on moving some of our statutory reporting documents into Wdesk - what we are puzzling over currently is that some documents are required to have barcodes, which are currently generated through a font in Word. Unless I've miss...

Megan Butler Workiva Advocate

I noticed some companies's K/Q's have a quick hyper link at the beginning of each section to take a viewer to the page of Table of Contents on their SEC filings. That makes viewers conveniently go back to table of contents without having to scroll...

Grace Liu Workiva Advocate

Can I load notification e-mails from a prior filing in the Next Gen Filing window? Or do I have to re-enter all of the contacts in every filing?

Permanently deleted user

Has anyone been able to setup a filing package for another member of the team in the same workspace to file under the new filing platform?Under the old filing platform, within a project, under the filing tab I could setup a filing package, test fi...

Peter Molnar Workiva Advocate

I am looking to file a Form SD tomorrow in the next generation documents yet I do not see in the pull down menu on the "Filing" tab on the home screen.  Can anyone confirm whether this document is supported yet? 

Peter Molnar Workiva Advocate

I'm exploring the Business Wire option in Workiva. Does anyone have any advice or knowledge on the subject? Does the option to file through Business Wire cost any extra? I know that Business Wire charges for the service but does Workiva charge to ...

Crystal

Any feedback would be much appreciated.

Tarik Gause

How do you file a Section 16 form in the WDesk platform as a manual file, but NOT have it submitted to the SEC?

Melodie Morin

I received a filing health check message about my image file being in PNG format. The image says its a .jpg in my project. How do I resolve?

Heather Hubbs

We are filing a 10-K and then an S-8 immediately after. One of the exhibits filed with the S-8 will be pulled from the 10-K. Is there a way to link it before it's filed so I can file one after the other, or do I need to wait until the 10-K shows u...

Adam Veness

Note that we are filing a power point presentation, and its my understanding that I should upload it in PDF format onto wdesk. So not sure if I need to add the exhibit number before converting it into PDF.

Patricia Castillo

If I want to include my companies website in my filling using www.companyname.com, will this cause a problem with my filing?  It doesn't cause a problem in my earnings release, but I wanted to check as this will be in my 10-Q filing.

Christie Kozlik

How do I file Form 144? I thought it would be through Section 16/Form 3 but it is not. Thanks!

Valerie Reposa

What is the period of report date for a proxy filing?

Kelly Allsup

How do I know for sure when my filing has been accepted with the SEC?

Kelly Allsup

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.

Chad Zenisek