I've got a number of users who are no longer with my company. They have various roles within my workspace and organization from member / viewer to administrator. I want to delete these accounts entirely, but I'm not sure if that will affect any ...
I am getting a yellow/orange highlight in the cell and a validation message - date/date range for cell is inconsistent with column tag. How do i fix this?
Hello, I've been reading the forums but I couldn't find a solution to the following requirement. Is there a way to be able to Hyperlink a specific page within a section? (not a specific section, I am aware that is possible).
Can I use Bookmarks to hyperlink specific parts within a section?
This blog originally appeared on Workiva.com on December 5, 2019 | Written by Steve Soter If I had a nickel for every time I've heard "our SEC reporting process takes too long," I'd have a swimming pool full of them. Dissatisfaction with t...
Wow! Can you believe that 2020 is just a few weeks away? Seems like only yesterday we were ringing in the new year. You know what they say, though, time flies when you're having fun and the Workiva Community is nothing but! At Workiva2019 was a gr...
Hello! I am wanting to build out a tieout sheet for all related numbers in the audit. Specifically, I am wanting to have a single sheet dedicated to showing that all numbers that are used in multiple areas match. An example of this would be the ...
Has anyone heard an update (or information at all) about iXBRL not working on Internet Explorer 11? I know Chrome is the preferred browser for Wdesk, but I still have to use IE for other applications. I noticed at least a month ago that pulling up...
I could swear I saw this topic discussed when cover tagging first started, but I can't seem to find it. So, I apologize if this is a repeat post. On the Form 10-K, in the forms list on sec.gov, under the securities box related to section 12(b), th...
Hi, is there a way to do a find & replace in the documents Next Gen?
Wanted to let you know about a couple recent releases to Wdesk Home, specifically related to file and folder management. Now available is the ability to drag 'n' drop files and folders in and around your Home screen. You can seamlessly drag one or...
Hi! When will the blackline function be available for presentations on NextGen?
Hi, we have always indicated a '0' amount by using $Nil, i.e., changing the format of the link in the written part of the disclosure to write out the '0' as '$Nil'. In Classic this wasn't a problem as the source value for the XBRL was still '0'....
I have a user that the email address was not put in correctly and I am not able to change the email address through the workspace or by editing the member. When I attempt to edit the member, it does not allow me to change the email address, it is ...
Hi, does anyone know if you can copy a table in Next Gen document and maintain all the formatting? I have a table in my document that I like to duplicate in another section. It would be easier if I can copy and paste the table and it would maint...
Is anyone using the state Members to segregate data. If so, which Axis/Domain are you using?
Is there a way to copy an entire section from one document 1 into document 2 (not asking about copying an entire document), other than creating new sections in document 2 and copying them over one by one from document 1?
Public simply means that anyone can access the Workiva Community, like they would other sites on the internet. It also means that the site itself (plus any public content within it) will be able to found via an internet search engine, such as Goog...
Most of the conversations found in the Workiva Community are publicly available. Specifically, that would be any post found in the following topics: Admin, Security & Workspaces All things FERC Amplify Announcements Comunidad en Español CPX Leade...
All of the topics listed below are viewable to members only, i.e. those with a Workiva platform license. They would not be searchable via any internet search engine such as Google. Any post found in the following topics will remain private to memb...
Any information stored about you in the Workiva Community is only accessible through your profile and by default—your profile is not viewable by anyone except you and the Workiva staff. However, once you make any contributions, such as a post or c...
At any time, you can edit the info in your profile in the Workiva Community. To do so, first click on your name in the top right corner and choose My Profile, and then Edit Profile. From here you can edit your profile info, including your Name, as...
The only way to opt out of having your contributions removed from any public topic or post is to delete the content itself. The good news here is as the author of the content, you are able to edit or remove them, if you choose to. To view, edit, o...
Wanted to share this quick hack with my favorite peeps here in the Community. In next gen Presentations, you can quickly insert multiple "sticky" elbow connectors by right-clicking on the connector from the Shape menu. Once this is selected, your...
Connect your risk data in a single, cloud environment to reduce risk, save time, and trust your reports. Learn more here.
Good morning. Is there a way to export or save or print to Word just individual sections of a document? For example we want to export or save to Word just the sections for our Legal team to review (needs to be in Word so they can edit it) - we u...
We are looking at getting away from emails for requesting/collecting PBCs in the generation of our 10-K. Does anyone have any experience or recommendations on this? We have both SEC reporting and Controls Management workspaces, but we are wanting ...
Join your peers and Workiva product experts to learn how to best leverage the power of Workiva solutions to connect reporting and data within your organisation. Take an in-depth look at the enhanced capabilities of the latest Workiva techn...
I used to be able to copy a folder without going into account admin...I would simply find the file on the home tab, click on the drop down for the project, and select Copy. The copy option is not there anymore. Did this function get removed?
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...