How do you load a DOCX document into the exhibit? I saw that someone said the file needs to be docx and not DOCX. How do I change the file to reflect that in word?
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Hi, I Imported an Excel file (.xlsx) into a Wdesk Spreadsheet with cells linked to other files saved in my local PC. Workiva shows the imported cells with #SHEET in spite of keeping the link to my locally saved files. Is there any other way to kee...
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Is there a way to set the first page of a document to portrait orientation and the remainder of the pages to landscape?
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Can you bulk upload issues into Workiva via template? Or are you limited to create multiple issues like "test forms"?
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I was curious to see how others use Workiva to complete their vendor's SOC 1 reviews. Currently, within Workiva we use a large spreadsheet document, and create individual SOC 1 has a few of a standardized review template. SOC 1 reviewers attach t...
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I imported a spreadsheet into Wdesk and it has SUM(SUMIFS) formulas all over the place, but I can't seem to get them to work in spreadsheets. So currently I have #VALUE in all the cells. Does anyone know if Wdesk supports the use of this formula...
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inline xbrl viewer
Answered
In the inline XBRL viewer I click on "Sections" to pull up the XBRL outline on the left-hand panel. I click on "Notes to the financials" and when I click on each section, most of the time it takes me directly to the respective location of the docu...
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In the SEC Viewer, amounts are displayed differently even though they are set at same accuracies and entered in and shown in same units. For example, amounts in the Debt note are shown as ones in the SEC Viewer while amounts in the Financial Instr...
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Download concepts from filed 20-F
Answered
Each year, I review all concepts used in our 20-F (used to be for 10-K) so that I can see if any extensions can be replaced with standard concepts or dimensions. I admit that I have forgotten how I save all tagging to excel, and hope that you can...
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Hi, How can I add a child in the middle of the document? For example from 100 pages of the word doc, I want to add a child on page 5 without disturbing the data.
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I have a quick question around Wdesk comments and how the email notifications work with regard to the user making the original comment. Besides tagging myself (similar to CC'ing myself on an email I am sending so I get a copy back) is there any wa...
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Hi, I am bring level 0 data and metadata from EPBCS to Workiva tables. I need to know how can I aggregate/rollup data in Workiva using the aggregation property of metadata I am bringing from EPBCS. Thanks, Samir
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Version control in documents
Answered
Hello, In Classic I was accustomed to being able to go in and find any version of a document by finding the document with the timestamp that I want. For example, I created a pdf for the Disclosure Committee yesterday at 3:55 pm, unfortunately, I f...
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Hello, Apologies if this has been answered already but I was wondering if there is any way to change the frequency of the automated notification emails received when someone mentions you in a comment in a document/spreadsheet? Rather than printing...
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Disconnected Comments
Answered
If a comment becomes disconnected, and not re-connected to a memo, will it still print in the pdf export when including comments in the pdf?
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Hi, I was thinking about some improvements for the workiva document part. - Create style into the "Edit style guide" with bullet point or with multiple level numbered list. - When you are creating a source link into a document, you can not insert...
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Has anyone used Internal Control Questionnaires (ICQ) in their Internal Control process. These ICQ's were compiled by the National Association of State Auditors, Comptrollers and State Treasurers, NASACT in 2013. Our state has numerous agencies t...
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Event Details Thursday, April 222:00-2:30 pm EDT WATCH ON DEMAND HERE About Event It’s time for another Workiva FinTalk, the webinar series that covers the topics that affect accounting and finance teams the most. In this month’s session, we’ll...
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Hi There - is there a way that we can restrict Workspace or Chain Owners to a particular type of Chain environment? We have separate DEV and PRODUCTION Chain environments. We would like to give our users access to the DEV environment, but restric...
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Changing a chart type
Answered
Is there a way to change a chart type after it's created (i.e., from a Column chart to a Line chart)? I thought that it was in the chart properties, but I can't find this option.
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I have custom colors saved that are used for presentations, etc. and a co-worker is trying to save the same color schemes. How do I view the hex color codes so that I can share with others and they can save as their own custom colors?
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Has anyone created a file to serve as a "Dashboard" to track the status of your 10-Q's, 10-K's, etc? Something that shows progress of items, coming due, etc. It'd be nice for there to be one place to check the status of our filings. And if so, how...
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Return copy
Answered
Can you explain what the "Return Copy" means which is in the Edit contact information on the unfiled forms tab? Thanks!
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I wonder if it is possible that the header, even if in the document appears on all pages of the section, in the IXBRL viewer appears only on the first page of each section. Thus leaving the fluidity in reading the html document.
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After setting up anticipated Audits for 2021 in the planning experience 1. Could not edit/change activities 2. Could not edit/change project name 3. Should this pull Actual hours spent from the Audit itself? 4. Will there be a column in future th...
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Copy and Rollforward of attachments
Completed
We have a set of documents we will be following forward every quarter. The documents include attachments we want included in the documents every time we roll them forward (we don't expect these attachments to change as they are agreements), is the...
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