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Proxy Statement

Save hours and add style to your proxy statement

Proxy Statement

Products for Proxy Statement

Documents

Work together in the same document—at the same time—with controlled formatting, full audit history, and linked data.

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Workbooks

Bring teams together to work with data that contains controlled permissions, complete data lineage, and one source of truth.

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Linking

Link data between workbooks, documents, and presentations. Change once, update everywhere.

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Designed Reporting

Streamline your design process by exporting an .icml file, readable by InDesign. Sync content between applications.

Proxy Statement: A Typical Wdesk Workflow

1

Import document

Import last year's proxy statement as a starting point for the current year's filing.

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2

Gather and link data

Get the current year's executive compensation numbers from HR and link to relevant sections of the proxy statement.

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3

Refresh design

Improve the design quality by adding colors, charts, icons and images for a better reader experience.

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4

Collaborate and review

Users across teams and locations work in the same document, at the same time, without creating duplicate versions.

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5

File, print, and roll forward

Edgarize and file, export to publish ready PDF or Adobe InDesign ICML file for printing, and roll forward for next year.

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Proxy Statement

Save hours and add style to your proxy statement

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