Settings Tab

The Settings tab allows administrators to set application defaults as well as to adjust various public and private account settings. From here, admins can control email and password policies, XBRL and filing settings, member profile displays, and more. Settings are categorized under the sub-tabs described below.

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General

Under the General tab, you can set your account's time zone and set email bundle times by clicking the Edit Settings button.

Use the email bundle option to set a delay on email notifications so members receive emails less often. This groups notifications into a single email based on the delay time set. To enable this setting, check the Delayed Email Notification box and then set the minimum and maximum delay in either seconds or minutes.

XBRL

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This sub-tab contains options for controlling the default settings for XBRL documents generated in Wdesk. The options set here will be carried into any XBRL document created after these are set and will be used in the document(s) by default. You can change items controlled by these settings within a document, but make sure to check your document over for errors if you do. Following is a list of the options available and a description of each.

XBRL Namespace Prefix - This field allows you to enter your own namespace prefix for any unique or extended concepts that your company may use. Common practice is to use your company’s ticker symbol for this.

XBRL Namespace Identifier (URI) - A unique identifier that indicates who maintains an extension element definition. For example, http://www.abccompany.com.

Default Monetary Unit - The monetary unit your documents will use by default.

Default Monetary Decimals - This field controls how precisely your documents will track fractions of a monetary unit. For example, if you typically report monetary values in ten-millionths, use -5 here.

Default Shares Unit - The label you use to refer to shares.

Default Shares Decimals - Like the default monetary decimal option, this allows you to set the accuracy that you typically report shares in. For example, if you typically report shares in thousands with no decimals, use -3 here.

Default Per Shares Unit - This field allows you to set the monetary per share unit.

Default Per Share Decimals - This option allows you to set the accuracy that you typically report per share values in. For example if you report in hundredths of dollars, use 2 here.

Filing

This sub-tab has a number of options that will help tailor your filing as suits your company. These settings allow you to indicate any special filing status that you may qualify to use. The SEC has many different categories for filers, based on many different factors. Some of these categories have different disclosure rules or requirements for filing. The four options below will help flag your filings as appropriate for your company. Choose Edit Settings to work with these options (Smaller Reporting Company, Shell Company, Voluntary Filer, Well-Known Seasoned Issuer) and check the boxes as appropriate.

Additional options under Edit Settings in the Filing sub-tab include the following:

Show 'Wdesk' in EDGAR Title - This option allows you to choose whether or not you'd like to include Workiva and Wdesk in the title of your EDGARized documents.

Use generic EDGAR titles - Such as 8-K and Exhibit.

Accelerated Filer Status - This drop-down includes options for Non-Accelerated Filer, Accelerated Filer, Large Accelerated Filer, and Not Applicable. If your company is qualified to be an accelerated filer, check this box to route your documents appropriately.

Default SEC Contact Emails - If you have default contacts with the SEC, you can list their emails in the text box to include them in your filing process.

Libraries

Co-Registrant Library - Using the Add and Remove Co-Registrants buttons, you can manage co-registrants on your account. You can add a single co-registrant by entering the co-registrant's CIK and CCC, or you can add multiple co-registrants at once by uploading a CSV file containing the CIK and CCC of each co-registrant.

Filing Description Library - Use these descriptions to indicate the type of filing. Descriptions can be imported from projects, edited and deleted. Once a description is created, you are able to access that description for all filings through the new auto-fill functionality in the Select Filing Documents step of the filing wizard. Adding a description to the Filing Description Library allows you to retain a description from quarter to quarter.

Profile Fields

This sub-tab allows you to set the fields that will display on a user's profile. Available fields include name, phone number, email address, two-factor authentication status, username, title, SAML ID, and more.

Authentication

This sub-tab contains user authentication settings. These include locking an ID out after a certain number of failed attempts, automatic sign-out after a certain period of inactivity, browser validation, and whether or not forms remember user IDs.

Learn more about authentication in the article Authentication Settings.

Password Policy

This tab will allow you to set guidelines and restrictions for password settings on all users associated with your account.

Access Restrictions

For further account security, you can ask your Customer Success Manager about controlling access to your account based on IP address.

After enabling the Access Restrictions tab, you can click Add Range to black- or whitelist specific IPs or ranges of IPs. The Add Range dialogue has further instructions for restricting account access based on IP address. If you'd like to remove a range at a later date, you can do so using the Remove Range button.

SAML

SAML is an XML-based open standard data format for exchanging authentication and authorization data between and identity provider and a service provider. From this tab, you can edit your SAML settings and Upload SAML ID CSV files here as well as check the SAML Activity log.

One-Time Password Devices

Under this tab, you can view and add one-time password devices to your account as well as assign them to an account member's main account. These devices are used in Two-Factor Authentication to increase your security.

To add an OTP device to your account, you will need to upload a CSV file containing the device serial number in the first column, the device secret key in the second, and the device model in the third. If the secret key column is blank, that device will not be added to your associated devices.

Once devices have been successfully added to your account, you can assign them to account members using two-factor authentication using the Assign button to the right of the device's serial number. You will be prompted to choose the member that will use that device. The user and assigned device will appear in the Assigned OTP Devices list at the bottom of the page.

NOTE: A OTP device can only be associated with one account at a time, whether assigned or not. Attempting to add a device to another account, whether assigned or not, will cause an error.

Content Restrictions

The option to Hide Inaccessible Files is found under Content Restrictions. Inaccessible files are projects, files or documents for which the user's permission is set to none.

There may be times when you would like to have documents visible even for those who do not have access to them. In that case, uncheck the Hide Inaccessible Files box.

This will allow a user with the None permissions level to see the filename for a project, file or document, but not open the file. When you have finished, choose Save Settings.

File With WF

Under this tab, you can click the Generate New Filing Code button to create or recreate a live filing code for use with the File With Workiva feature. To learn more about this, read the Live File section of Filing Wizard - Live Filing.