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...
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?
I'm trying to ascertain the possible risks involved with tagging our documents and what, if any regulatory penalties can/will be associated with improper tagging (ex: not using the correct concept for a specific number or what ratio of custom tags...
I am trying to see if Data Validation is something we should be using. Any guidance or advice is much appreciated.
Is there a way to add colors to the custom format in the Alternate Row Fill option? I would like to add a lighter gray than is currently offered.
Hello, and welcome to the Workiva Community. First off, I wanted to say thanks for joining. It's great to have you. To get started, let's take a quick tour of the site. For a video tour, click here. Accessing and editing your profileBy default, yo...
Spreadsheets - exporting to EXCEL
Is there a way to lock or archive a file after it is finished to ensure there are no changes? A way to still view the file but not let it be modified.
The fifth and sixth set of the Data Quality Committee's (DQC) validation rules are now available in Wdesk.Round 5 includes the addition of 17 new rules. A majority of the rules relate to defined benefit and Cash Flow Statement disclosures and foll...
How should i tag State of Incorporation and Exchange name on the cover page of 8K to meet iXBRL requirement?
Is there no option to add attachments in next generation documents? I can still add them to classic documents, but the option is gone for any documents I have transitioned to the next generation format. If it is gone, is this something that will...
Can I add next generation documents to binders, or only classic documents? Right now, only my classic documents appear (for that particular workstation) when I try to add content.
Is there a way to adjust the white space between the chart and legend where the legend is located on the right side of a chart? Currently, I only see the functionality to adjust the white space for the legend is when the legend is located at the ...
Hi all! Wanted to give a quick update on somethings related to our favorite topic, iXBRL.Hyperlinks to iXBRL FilingsFirst, we've seen many reports around hyperlinks and the somewhat vague errors found EFM 6.05.16, pointing to EFM.6.05.16.externa...
Don't know if there's a file size limit on files being uploaded to PBC requests.
The blog originally appeared on Workiva.com on July 18.Written by Jim TilkThe cost of compliance adds up. In fact, according to one study by Deloitte, operating costs spent on compliance have increased by over 60% compared to spending levels befor...
I am receiving a very strange formatting view when I view in the SEC XBRL viewer. Instead of displaying my table tag, it says the following:"<div style="font-family:Times New Roman;font-size:10pt;"><div style="line-height:120%;padding-bottom:4px;t...
I have a population file from which I selected a number of samples within workiva. The sample file has 25 columns. I need only 10 specific columns to be pulled into the testing document. How can I make this selection? Is there a limit to the numbe...
Wondering if you, or someone in Community, could shed some light on a couple of issues I'm having. For the EntityFilerCategory, I'm getting this error "ixt.formatError". And for the EntityIncorporationStateCountryCode, we don't disclose a state pe...
Hi All,We are working on moving some of our statutory reporting documents into Wdesk - what we are puzzling over currently is that some documents are required to have barcodes, which are currently generated through a font in Word. Unless I've miss...
Hey Mike, If there was an easier way to size tables for presentations, for example adding a "table settings" tab on the right that allows you to select the number of rows and columns you would like in your table, as well as adding the capability t...
For the dei:SecurityExchangeName concept, the XBRL rendering correctly transformed "Nasdaq Global Select Market" to "NASDAQ" on the XBRL viewer rendering, but it is showing up as "ixt:formatError" in the iXBRL tag. Any ideas on how to fix this? ...
Attention all Chrome users :)Wanted to let you know about a recent update to Google Chrome® regarding Adobe® Flash® Player.In Chrome version 76, which was released today, there's an additional one-time step that was added to require users to turn ...
Hello,I am curious whether visual presentation within the SEC Viewer matters anymore (post-iXBRL)? For instance, if I have a footnote detail-tagged with all of the correct tags, labels, etc., but the presentation shows up sloppily/out-of-order as ...
Is there a way to keep the original source links in copied documents, spreadsheets, etc. rather than having those links linked to a copy of the source file (i.e. moving links from "IRP Data" to "IRP Data (1)" )
Is there anyway to bring in an Word doc exhibit from a third-party so that it is not editable but has the ability to be defined as an exhibit?
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...
