Hi, I am trying to add a reviewer to a test form where a reviewer is not assigned at all. I am searching through the manual but all I see is to click a "Add reviewer" button which I do not see on my screen. I do have owner access so I should be ab...
The following enhancement was shared by a Workiva user: We are really excited for this new formula in Excel and wants to know if we would consider adding it too. https://techcommunity.microsoft.com/t5/Excel-Blog/Announcing-XLOOKUP/ba-p/811376 I...
Hello, Since we are in the final lag of reporting, when I copied from the previous year audit documents, I left the comments in the documents. The help desk provided a resolution of creating new copies without the comments. The process will be too...
I am trying to recreate this chart from Excel into WDesk. The bar chart shows dollar amount but the data labels added to the outside ends of the bars are represented as percentages. I know that I can copy an image in from Excel, but I already h...
Our Design Reporting Guidelines covers everything you need to go for Design Reporting in Wdesk. If you're at the beginning of your process and looking for a quick guide as you get more familiar with Wdesk and Design Reporting in Wdesk, start here...
I have destination links in documents which have been deleted. They are showing up when I view the source links in current documents. Is there any way to remove them so this is less cluttered? I thought emptying the trash would remove them but ...
Can someone point me to a symbol guide for non-printing characters? I know the pilcrow (paragraph symbol), the spaces (dots), and tabs (arrows) but there are certain symbols I haven't seen that show up. I see brackets and squiggles that I have no ...
The new requirement to include the following on your 10K cover page Indicate by check mark whether the registrant has filed a report on and attestation to its management’s assessment of the effectiveness of its internal control over financial repo...
Is there a way to turn off full precision from wdesk? We really don't use it and the few times it has accidentally been used it actually messes up our footing so I was wondering if anyone knew if there was a way to turn that off completely so that...
When i try to refresh the TB i keep getting a yellow triangle with ! which indicates its a bad request and the TB is not getting refreshed due to this. How can we fix this?
Is it possible to share data between workspaces? I would like to copy a table out of one workspace and paste it in another so it can be used in both workspaces.
Event Details Tuesday, March 2nd2:00-3:00 p.m. EST WATCH ON DEMAND AboutThe world’s not like it was last week, let alone last year. And the same-old-same-old won’t help you and your audit team shield your organization from the tangible, loomin...
Written by Steve Soter. SEC filing pros may not get into the trenches in the proxy preparation process yet, but as the document grows in size and complexity, some general counsels are turning to SEC filing teams for tips on streamlining the compl...
WATCH ON DEMAND Key Takeaways As energy companies prepare to meet FERC’s XBRL® requirements, hear from peers about how they’re evaluating XBRL software and service vendors, what capabilities they’re seeking, and what steps teams are taking to e...
I need to increase header size, the header description doesn't fit in the default one. Please provide steps to increase the header length.
I imported a word document. Everything imported as one big section. How do I separate the document into sections in Workiva platform?
Hi - is it possible to create a user report that shows users in the Workspace, and details what folders they have access to and what level of permissions they have for each folder? This would be extremely helpful for controls or access to confiden...
We are excited to announce that ALL Workiva customers have been upgraded to our next generation cloud platform! The Workiva Cloud Platform allows for rapid development and deployment of new solutions and capabilities, enabling organizations aroun...
I'm working on Q1 and don't want to delete YTD tables that are not needed in the first quarter but will be in the later quarters. Can you make only parts of a section non-printing as it doesn't look like hiding an entire table is possible? If you ...
Hi All, We just encountered an XBRL validation error that we haven't seen before: "Concept is a child of itself." Wondering if anyone has seen this one and know how to resolve. The error description says "A concept in the outline is a child of its...
Hi, I am in a group that is owner on a file but I can't edit that file. I see the prompt that I should ask one of the owners to give me edit rights. But I am already an owner on that file. Please advise. Thanks,
We include pages with images in our annual report/Exhibit 13. In Classic, I could upload a PDF of the pages, then perform some steps and would have the pages in my Exhibit 13 Edgarized/searchable. How can this be done in Next Gen?
I have three related questions: - In Wdesk, if I have several spreadsheets each with several sheets, each with several Wdata Connections, is there a way using Chains to enumerate all these Wdata connections and auto refresh them? - In Wdata, if ...
Is there a way to set up conditional formatting between spreadsheets? Not just within the same spreadsheet?
Will Workiva be updating the DQ Company templates for the new iXBRL requirements, namely the IcfrAuditorAttestationFlag? This would be very helpful. I see the old links to these templates do not work anymore.
While doing a healthcheck on our 10K, we received the message "Footnotes and XBRL can't be used together in the same document". All we did was use the footnote feature to add a footnote in our MD&A section (not even a section that has XBRL tags). ...
Is there a way to link page numbers in presentations? If not, that would be a useful feature when you are referencing a certain slide but that slide number may change as slides are removed/added in the presentation.
I need to generate a list of entries in a table, and based on the value in a specific cell in a spreadsheet (which I can read), I need to generate as many instances of rows (with different content). Say the cell had a value of 30, then I need to ...
It is incredible time consuming to have to change permissions for each individual file within a folder. I need to give 2 individuals owner permissions to all 30+ files within 1 folder. Apparently, in addition to granting folder permissions, I hav...
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...
