Is there a way to attach your spreadsheet as an attachment? For example often times I do the work in the spreadsheet so that it feeds to the link (similar to a lead sheet) in this scenario the supporting documentation that I have agrees to the wor...
Each quarter we go through 3-4 rounds of drafts during our reporting process. Each round entails sending out a Word draft of the report to approximately 175 reviewers throughout the company. The reviewers are given a time frame in which to send u...
In our Proxy, I would like to link a statement that says, "...See "Directions to the 2019 Annual Meeting of Stockholders" on page 64 of this Proxy Statement."I've tried several different approaches to retain the quotes before "Directions" and afte...
In the Balance Sheet, we don't display any values on our Commitments and Contingencies line item. Should this line item be included as part of a calculation relationship regardless of whether an amount is displayed or not?
Our executive summary in our MD&A used the two columns page layout in classic documents, but when I just transitioned to next gen docs for our September reporting, it reverted back to normal. I don't see an option to change the page layout back t...
I am unable to have a list continue across multiple sections. 1. x 2. x Section break 1. x <---- I don't have the option to pick the number to start with or continue numbering from previous section. I should have the option to do either. ...
In spreadsheets, is there a way to convert a number "1" to its text equivalent "one". For example, if cell A1 contains "1", is there a formula in A2 I can put to convert that to "one"? Likewise, "2" would read as "two", "3" as "three" etc. Thanks!
Trying to add "Documents incorporated by reference text block" in the 2018 DEI Updated taxonomy. Every time I try to add in the outline, it asks whether this is a level 1, 2 or 3. Whichever level I choose, it doesn't recognize the DEI in my outlin...
This blog originally appeared on Workiva.com on Sept. 17th.In a new milestone, the first multi-document Inline XBRLTM filing to the U.S. Securities and Exchange Commission (SEC) has been submitted using the Workiva connected reporting and complia...
In the classic version of docs you can pdf an entire folder, so it includes the 10Q and exhibits. Is this available in the Next Gen Docs?
Attention SEC filers! We wanted to make sure you’re aware of some recent proposed changes to SEC password length.Proposed changesRecently, the SEC released a draft of EDGAR Filer Manual (EFM) version 34, which details proposed changes to password ...
I created a template using Presentations so that we can be consistent with company standards. I inserted a link to a spreadsheet where I have our Legal Disclaimer (that was a suggestion from the hands on at Amplify in TX). It looks good in the tem...
Is there a project panel coming for next gen? Didn't see anything on the transition page for this feature. It seems that i still have to open the classic (flash) editor to see the panel that shows all the documents in a project.
Hello, I was wondering if there is a way to add line numbers to a blackline for review and then to save as a DOCX instead of a PDF? I know we can add line numbers to documents (Classic) and if I'm not mistaken, this feature is not available in Ne...
We are looking for integrating Wdesk with Tableau so that data from workiva can flow in Tabelau as a data source and dashboard can be created.
Detail within the activity listing says "{'department': {'new': u'Finance', 'old': u''}, 'username': {'new': '', 'old': '}, 'solution_list': {'new': [u'SEC/SEDAR Reporting'], 'old': []}, 'title': {'new': u'Senior Manager', 'old': None}}. Is the u...
Hi, I am trying to make a left indent on the second line of text in a table cell. See that the name "169 Inverness Drive West I & II" was transitioned from a Classic Document and the second line has an indent. But the name "GSA Professional Offi...
Can you believe it, Amplify 2019 is here and gone! Personally I had a great team connecting with attendees at the Amplify Expo and the evening events. And wow, Sal Khan's speech was amazing, inspiring and funny. And what a booming voice!If I had t...
This blog originally appeared on Workiva.com on September 12, 2019 Over 2,200 accounting, finance, and compliance professionals gathered in Dallas for Workiva Amplify, the annual Workiva user conference. And they left with one concept on ...
Hello, I am looking for help to adjust the table size to align the table to the left. It was fine when the file is under "classic" doc; however, when it's translated to "Next gen" document this quarter, some tables are not left indexed properly a...
Does anyone utilize certifications for controls owners/process owners to certify attributes related to IPE? If so, can you provide the questions you ask?
I am trying to add vertical text to a Next Generation Presentation. I want to have the vertical text to section out a flowchart.
Hi everyone - I'm looking to see if there's an easy way to identify and download a list of "transitional tags" and/or concepts that contain "implementation notes" used within a SEC filing. Our team recently learned that we used a tag in a filing t...
Ability to create source links in a document that includes text and amounts that are linked. Would allow us to link sections of MD&A to the press release that we want to be consistent rather than having to copy and paste from one to the other and ...
Day 2 is wraps now and I'm still reliving the great times had. Keynote mentionHopefully you were able to catch the keynote, either in person on the live stream, because the Workiva Community had a nice plug from our VP of Customer Success Penny As...
That's a wrap! Amplify 2019 has officially started and day one is in the books. I just capped off an excellent welcome reception with attendees at the Connected Resources booth, and though my voice is a little worse for the wear, it was great show...
Is there a way to run spell check for the entire document? Instead of having to do it section by section?
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Is it possible to have a "pattern fill" in addition to color on a given series within a chart?
We need a good way to run blacklines between documents that are not available in the history. For example, we provide our Board a blackline of Q2 current year to Q2 of the prior year. The only way for us currently to run a blackline is to downlo...
Has anyone successfully used Workiva to complete a 10-Q or 10-K tie-out that was accepted by their external auditors and fully replaced a manual tie-out process? Our current process involves printing a physical copy of the filing and manually add...
Amplify is a great experience from top to bottom, but one of the best parts about this annual event is the ability to connect with your peers and the Workiva staff. It's always bittersweet when the conference ends, but the connections you make her...
Have a suggestion to share but not sure if it pertains to Reporting, GRC, Filing or other? Look no further! Below is a breakdown of the existing feedback topics and what product/feature area belong in each. API & Developer Feedback Ideas and sugge...
Did you know that over 1000 ideas have been shared in the Workiva Community? The odds are high that the idea you seek has been requested before. Here’s some tips to help you find what you are looking for so you can weigh in too! First, search for ...
Back again by popular demand, check out the 2026 SEC Filing Deadline calendar below. This calendar includes SEC holidays when the EDGAR® system will not receive, process, or accept submissions. As a reminder, filers will need to comply with ASU 20...