Document Formatting
Two requests: Is there a way to paste data from a Word document or Excel document and maintain the source formatting? Currently, whenever I pasted data from Excel to the spreadsheet, all of the formatting (dollar signs, commas, decimal places, alignment, etc.) would disappear, and we'd have to reformat everything.
Second, and more specific recommendation: could you guys update the quotation mark formatting? When ever legal would paste their wording into our document, the quotation marks would look different from quotation marks we'd manually type into the document. This is more of a presentation issue because we don't want to have half of the quotation marks look one way and half look a different way. It was also an issue because it would take a long time to manually fix all of the quotation marks. For example, the quotation marks you type into the spreadsheet are two straight lines, but pasted quotation marks (another issue with pasted formatting) have the curves depending on if it's at the beginning or end of the quote.
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I think the easiest way to keep the original formatting is to import the document or spreadsheet, although it's not always exactly the same. Sometimes my dates are formatted as numbers instead of date format. I also use workbook sync, and I think it only brings in data, not formatting. So if you had the formatting set in Wdesk and just wanted to refresh the data, I think it will keep your Wdesk formatting. This would only work for set tables (where the rows and columns are static).
For the quotes, do you have smart quotes (curly quotes) turned on in the document? I think if you have that enabled, it should convert when you paste into Wdesk, but I have the same issue with making sure smart quotes are applied to the entire document consistently. And it's always when legal pastes text, must be something with the formatting of the software they use.
These are just my experiences with trial and error, since I have had both of these same issues. It would be nice to get a more technical answer of the specifics.
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Ctrl + Shift + V will paste values and keep source formatting in the document. I happened upon this by accident as I use it in other programs and accidentally used it in Workiva and it worked. This shortcut is not listed on the "Keyboard Shortcuts" page, can it be added?
Even with smart quotes turned on, if I copy in text from Word, it keeps the quotes as straight and not curly quotes.1
Is there any update on allowing copy + paste from excel into Workiva the exact # of decimal places vs just what is shown? We have multiple people updating numbers from various sources so the Wsync function doesn't end up being useful here. Our workaround is the manually bump out the decimal place each time before pasting in.
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