We have some tests which are only an inquiry and i cannot figure out how that id documented in a Wdesk SOX test. Would you upload the file and then document what you did using the footnotes field?
where are instructions on how to create and or add fields to a report?
We are new to WDesk and I cannot find instructions on how to set up a test or to create attributes. Suggestions?
Thanks for the update. Do you have stats on how many registrants have already submitted iXBRL as of now? Thanks.
We have a presentation where we have an image in the background and then create a text block with font and gray fill, but want that gray fill to be 50% transparent so you can see some of the graphic behind it. Is there a way to do this?
How do I file Form 144? I thought it would be through Section 16/Form 3 but it is not. Thanks!
It's year end, and once again I am faced with the task of rolling forward our D&O questionnaires. Ever since we have been a public company we have used MS Word for it. The current process is long, tedious and completely inefficient. I was hoping ...
We were asked to make a change wherever a certain unit appears in our presentation, but we have not been able to find a "find and replace" option similar to that which is available in documents. Does the presentations function have this capability?
What is the period of report date for a proxy filing?
We just finished our first year SOX program as a company (and with Workiva SOX). We, and our auditors were not happy with the layout and detail in our SOX narratives. We basically ended up relying on the RACM and flows. Anyone have a good sourc...
How do I know for sure when my filing has been accepted with the SEC?
For vertical text in EDGAR documents, one method is to prepare the text in an image editor, rotate accordingly, and then drop the image into the cell.
What is the typical font size used on a 10-K/Q cover page (primarily the text below the company address)? I'm trying to keep it to one page but using 10pt seems to push text onto a second page. Does anyone use 8pt?
What is the setup process for filing a 10-Q/A or please point me to the resource that walks me through it? Thanks!
I was hoping to gather some general information on Disclosure Committees for a project I'm working on. If any of you would be willing to respond I'd greatly appreciate it. Thanks! • In terms of titles and functions, who attends and are considered ...
When we test file 8-k, we could not enter future date. Anyway to input date beyond test filing date? If this is something we could not do currently, we are hoping Webilings could add this function in the near future.
If I am the "owner" of a document can I set permission levels for people I want to be able to access it or do I need to be an "admin" to do that? Can "admins" set permissions for any document even if they are not an "owner"? What are the main di...
Does any one use non-financial printers to print and distribute Proxy and 10-Ks? If so can you recommend any that you have had good experiences with?
If so, how is it working for you?
Does anyone use the Editor tool for routine internal reporting? We are considering this due our success in using the tool for external reporting and our desire to streamline our reporting processes. If you have gone down this path of utilizing t...
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...