How do you load a DOCX document into the exhibit? I saw that someone said the file needs to be docx and not DOCX. How do I change the file to reflect that in word?
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Return copy
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Can you explain what the "Return Copy" means which is in the Edit contact information on the unfiled forms tab? Thanks!
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Written by Steve Soter. SEC filing pros may not get into the trenches in the proxy preparation process yet, but as the document grows in size and complexity, some general counsels are turning to SEC filing teams for tips on streamlining the compl...
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We include pages with images in our annual report/Exhibit 13. In Classic, I could upload a PDF of the pages, then perform some steps and would have the pages in my Exhibit 13 Edgarized/searchable. How can this be done in Next Gen?
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Hello, I need to file a powerpoint presentation in an 8-K. What is the best way to do that in Next Gen?
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I found the instructions for hyperlinking new exhibits in Next Gen which say that they must start with "https://www.sec.gov/..." However, in Classic, we were instructed to remove the "s" at the end of "https." Now that our 10-K has been transition...
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I'm sure there's a solution for this, but I can't seem to find it. If I enter a share price ending in .00, (e.g. $55.00), the number is truncated and displays simply as $55. Is there anyway to fix to display to two decimal points? Thanks.
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Hi all - wondering if anyone is considering using Certifications in order to "sign" Edgar filings going forward? The rule requires the signatory to present a physical, logical, or digital credential that authenticates the signatory's individual id...
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Hi Mike - Can you please provide an update on the status of the below post? It is closed for comments. https://support.workiva.com/hc/en-us/community/posts/360069907792-Images-into-NextGen-Docs-?input_string=Image%20name Unless this issue has bee...
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When filing an amended 8-K, is there anything special if you have to do besides setting the form type to 8-K/A when creating the package? It appears that the document itself is still classified as an 8-K?
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Hi everyone! Some of you may have seen that the SEC recently posted some guidance about the value to be tagged with XBRL and iXBRL in 8-K filings for the tag DocumentPeriodEndDate (aka Period of Report) This guidance clarifies what date should be ...
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We use a row height of 11 and Next Gen doesn't seem to like that. We have a lot of truncated cell warnings because of this. Will this cause an issue when we file?
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Test Filing
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Is there anyway to be able to test file an 8K before the filing date? It won’t let you go through all the steps because it gives an XBRL warning that the filing date is in the future, but then we have to wait until the day of to test file. Is ther...
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Does the new platform (next gen) impact section 16 filings and certifications at all? Is there anything we need to do for those “platforms”/dashboards, or anything we will notice looks/operates differently?
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Hi, I don't seem to be able to find a way to import and add an exhibit to a current filling with the NextGen. Would you please help me?
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Will NextGen's Filing process ever support a feature in the Notification email portion where an email list can be loaded from a previous filing? I realize there are not "projects" anymore, but there are previous filings. We generally have a long ...
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Has anyone filed their broker dealer reports through Workiva? How does it work? Just trying to update my process.
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We accidentally created two filing packages for the same filing. Can I delete one of them?
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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...
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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...
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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...
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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...
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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...
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How are other companies handling filings around COVID-19? Filing extensions, etc.
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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...
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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?
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Anyone every had to redact information in an exhibit? If so how do you proceed?
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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...
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