<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.
Within my organization, our language within our notes are common to most of the companies. During year end, when a comment was suggested it was difficult to identify in the document the precise change suggested, since it was a common language desc...
Hi, please see below. The header label is just not showing up formatted left like I want it to. In Edgar preview it looks fine but in Workiva and PDF it looks bad. The format for the cell and column is identical to the old generation Workiva. So i...
A functionality I loved in Wdesk classic / projects, was that at any point I could save a PDF ready file and actually include all documents (if contained in a project) into 1 combined PDF file... LOVED IT! However, as we move to Next Gen, there ar...
I'm interested in setting up a Form SD filing package in Nex Gen. What is the appropriate reporting period to use in the initial step? Would it be the date of filing? Additionally, if I were to incorrectly select the wrong reporting date when set...
Hi Mike, I’m in next gen. I have a 2 page table, the border of the table title / 1st row is gone on the 2nd page. It shows up on the pdf (very faintly), but reviewing Edgar and Word, it’s no longer there. In Wdesk, if my cursor is on the table, it...
How are other companies handling filings around COVID-19? Filing extensions, etc.
Hello, Can you please review how the document dates tagged in XBRL affect the test file process. For instance, in an 8-K, the cover page is dated and tagged in XBRL. If the date is a future date, we get an error message. Any workaround? thank y...
It's a pretty standard convention at this point to file one Form S-8 covering multiple registration statements. There doesn't seem to be any obvious way to add multiple File Numbers to an S-8 filing, however. Is there something I'm missing?
Anyone every had to redact information in an exhibit? If so how do you proceed?
Our team is just implementing Workiva now and trying to determine the best way to house and link support for the footnotes. Prior to implementing Workiva, we had support in excel workbooks that produced numbers used in footnotes of the 10-Q. We we...
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...
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'...
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?
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...
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...
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?
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...
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?
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 ...
Any feedback would be much appreciated.
How do you file a Section 16 form in the WDesk platform as a manual file, but NOT have it submitted to the SEC?
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?
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...
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.
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.
How do I file Form 144? I thought it would be through Section 16/Form 3 but it is not. Thanks!
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.
