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8 pro tips from successful filers

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Get these 8 pro tips from successful filers to improve your SEC reporting. To find out more about implementing these tips, visit workiva.com

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8 pro tips from successful filers

  1. 1. workiva.com 8 pro tips from successful filers
  2. 2. workiva.com Pro Tip #1: Ensure your emails end up in the right hands. @ @ @ @ @ @ @ @@ @
  3. 3. workiva.com Never panic after sending an email again. Wdesk digital distribution ensures only those with authorized access can receive distributions, so you always send the right files to the right people. @
  4. 4. workiva.com Pro Tip #2: Make your software work for you.
  5. 5. workiva.com Display rounding can be complicated. Formatting numbers for display rounding is outdated, time consuming, and prone to error. Imagine if your software could round numbers and formats on demand in multiple display values. Wdesk can. Stop worrying about the "divided by" nonsense—Wdesk understands native value. Advanced Symbol Placement: Use dashes for zeros Show positive sign Custom prefix: Ones Cents Ones Thousands Millions Billions Trillions Ones - As Entered Decimals: Display Prec: Entered In: Shown In: Unit Type:
  6. 6. workiva.com Melissa Roberts Sept 17, 3:55 AM Patrick McNeil Sept 17, 10:23 AM Julie Spencer Sept 15, 2:45 PM Pro Tip #3: Rest easy with a full audit trail.
  7. 7. workiva.com "When did that number change? Who changed it? What does it impact?" Sound familiar? Stop asking who, what, when, where, and why. The complete audit trail available in Wdesk gives you total confidence in your figures and numbers, including link properties reports, a detailed history, and extensive blacklines.
  8. 8. workiva.com Pro Tip #4: Collaboration is the key.
  9. 9. workiva.com Creating reports is a group project. Instead of waiting around for your turn with a document, collaborate with your team by working on 1 report simultaneously. Whether you're on a team of 2 or 200, with 1 shared document in Wdesk, users have access to the most current version at all times—meaning John's slow reviews won't slow you down.
  10. 10. workiva.com Pro Tip #5: Spend more time on analysis.
  11. 11. workiva.com Create template for gathering input from lines of business, segments, and other contributors Email template to all input providers Send reminder email, and then call and chase to get all templates back on time Resend incomplete or modified templates back for corrections Double-check you have everything back—chase again Manually consolidate inputs Manually consolidate inputs again when numbers are changed Automate this process, so you can spend more time doing what is actually listed in your job description. Wdesk Data Collection distributes templates, sends reminders, and consolidates other data collection activities, so you don't have to. The path of data collection for disclosures is long and fraught with error. Do these steps look familiar? 1. 2. 3. 4. 5. 6. 7.
  12. 12. workiva.com Attachments PDF Exhibit 1 Exhibit 1.pdf XLSX C.AP.07-WP.01 PDF Exhibit 2 Melissa Roberts on Feb, 19 Pro Tip #6: Don't misplace your evidence.
  13. 13. workiva.com Document support comes in all shapes and sizes. Excel® , email, PDF, text document, and the list goes on. Instead of printing them out to tick and tie later, eliminate the extra work by attaching all support to your document directly. Wdesk allows you to attach support in any format, for any document fact, directly, so you won't lose track of your supporting evidence. Excel is a registered trademark of Microsoft Corporation in the United States and other countries.
  14. 14. workiva.com Pro Tip #7: XBRL isn't one size fits all XBRL
  15. 15. workiva.com Not all XBRL support needs are the same. Don't get stuck with a service provider that only offers a one-size-fits-all approach. Tailor your XBRL services to fit your needs. Whether you're seeking a fully outsourced solution or just want to do it yourself, our experts have your back.
  16. 16. workiva.com Pro Tip #8: Don't get stuck in a rut.
  17. 17. workiva.com You do more than just file with the SEC. Don't you think your tools should do more too? Wdesk breaks down silos and allows you interface with audit teams, investor relations, management reporting, SOX, and the board, in addition to filing with the SEC.
  18. 18. workiva.com | info@workiva.com | +1.888.275.3125 Click here for more information about how to implement these pro tips.