Build the Workbook
The External Reporting team builds the quarterly filing workbook and allows other teams read-only access to portions of their data. The reporting team can control access to confidential data at the document or section level.
Investor Relations, Finance, Communications, and Legal teams can now link the SEC data into their press release, audit committee slides, and other financial supplements. When linked data changes, all documents and reports update instantly.
Create Digital Binder
A digital binder is created by the External Reporting team with Investor Relations, Finance, Communications, and Legal contributing documents. Refresh the binder with click of a button to sync changes.
Review and Comment
Documents are sent to the the Audit Committee in the digital binder, providing access to the documents via desktop or mobile device. Automatic comment aggregation eliminates the need to manually track down and consolidate feedback.
Roll-forward the documents every quarter—maintaining links and data integrity.