Workiva for SEC Reporting – 支援中心

Using Workiva for SEC Reporting? 為了協助您開始使用，建議您按照以下步驟瞭解如何使用 Workiva 平台。您可以在學習中樞檢視並註冊量身定製的課程，檢視說明文章和影片，並在社群討論中與他人互動。

報名參加培訓

Workiva's training and enablement offerings will help you find the best courses for your use case.

學習中心提供培訓和資源，幫助您學習新技能與改善團隊工作。Workiva also offers webinars for live training opportunities.

瞭解功能

Here are some of the main features in Workiva you'll use for SEC Reporting. Click on each to get an introduction and to learn more.

In Support Center, you can find several help articles for self-service learning. For SEC Reporting, we recommend checking the following:

Attachments in Documents - upload your support documentation or tie-out binder
Markup Attachments - review and markup support documentation or evidence
Hyperlinking the exhibit index - learn how to hyperlink exhibit files in Workiva
SEC image requirements - verify you are using the correct image formats
Generate XBRL - to check for tagging and XBRL validation
Test file - review your filing to check for any issues
Roll forward a folder - create a new set of files for your next quarterly report

Want a detailed list of what you can do to prepare for filing? See how to have a great filing.

Have questions about the Workiva Platform? 想看看其他使用者的一些提示嗎？Look no further that the Workiva Community! Here are some of the most popular topics:

While you’re there, don’t hesitate to pass along your feedback and subscribe to receive platform updates.

如果您有任何疑問或需要協助，請隨時聯絡 Workiva 支援。