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Adding shapes in Docs




  • Official comment

    Hello all!

    You might have already seen, but earlier in Q3 the functionality for free-form shapes in Documents was added as part of the Designed Reporting feature extension. To fully access, you may need to contact your CSM or PSM. Here's some additional documentation on the enhancement as well but do let us know what questions you have have. Thanks again for your patience and feedback along the way. We couldn't have done it without you. 

  • Chuck


    This is an idea I've submitted this year at Amplify. This is something I'm hoping will be available in the future as it would significantly lesson the commentary we include in our Whitepapers.

  • Mike

    Hi Christie Kozlik!

    Currently, the only document that support free flowing shapes is Presentations, both classic and next gen. If your earnings release were drafted in that document format, then you would be able to add circles and/or boxes on top of your tabular data. The ability to add shapes to non-Presentations is something our Product Team is considering, so I've made sure to pass your request along.

    In addition, I've moved this post into our Feedback & Suggestions topic and have extracted a ticket request to attach on our end. In the meantime, give me a holler if you have any questions for me on the above, or need anything else. Thanks, and have a super day! 

  • Sarah Gorman

    Chiming in that this is an excellent suggestion, one of the few things we seriously lament isn't available in Wdesk as we've migrated from our previous solution.  Hoping to see this in a future release soon!

  • Mike

    Just wanted to let you know, Chuck and Sarah, that I've got your requests for this feature connected with the team and will keep you updated. Thank you both for your feedback and holler if you have any questions. Thanks!

  • Mimi Lam

    It would be like to have the capability of adding flowcharts/shapes to the documents.  The current nip and paste image/flowcharts can be blurry.  Thanks and happy holidays.

  • Mike

    Thanks, Mimi! And same to you :)

  • Jill Nardo

    GE is interested in this as well,  As there been any movement on this.  Thank you.

  • Mike

    Thanks for the note, Jill! I've got your feedback added.

    As far as movement, the good news is that this enhancement is on the future roadmap, however, the timeline is yet to be determined. We'll continue to keep taking requests here and will definitely keep you updated.

  • Rahel Zickler

    Strongly support the other commenters' request that this feature be added, also on behalf of Barry Callebaut.


    Hi Mike, is adding a shape to cover something in a document in Beta development for all Workiva users?

  • Mike

    Hi Carol!

    As noted here, today these functions are available for ESEF and ESG solutions. Our product team is working on expanding those features for other solutions, including SEC and Financial Reporting types. That said, they are still working through some solution specific requirements and any pricing and packing. We'd expect this be available for non-SEC types first (EDGAR has some extra considerations) with possible beta access for those solutions. I'd suggestion you connect with your CSM on your specific use case for more info. In the meantime, I've shared your interest with our product team for their added consideration and we'll continue to keep this post updated on new developments.

    Let me know if there are any questions on the above or you need anything else. Thanks as always and have a super day!


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