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

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Pro Tip #1:
Ensure your emails end
up in the right hands.
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@

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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.
@

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Pro Tip #2:
Make your software
work for you.

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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for display rounding is outdated, time consuming, and prone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:

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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.

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"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.

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Pro Tip #4:
Collaboration is the key.

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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.

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Pro Tip #5:
Spend more time on analysis.

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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?
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3.
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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.

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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.

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Pro Tip #7:
XBRL isn't one size fits all
XBRL

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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.

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Pro Tip #8:
Don't get stuck in a rut.

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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.

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pro tips.