We are trying to leverage the review function so our reviewers can view important documents and make comments where needed. The issue we are running into is when the review/comment period is complete the reviewer has no easy way to notify the doc...
Hello, I am trying to change an existing paragraph to a section without adding one and then cut it and paste it to the newly added section. Is there a way to accomplish that? Reason I am asking so because if I add a section, regardless before or a...
We are looking for a RACI template to define Support responsibilities between Accounting and Systems Support.
Can Requests be bulk uploaded? If so, please provide the instructions or if not, that would be a nice feature to have.
I'm trying to delete a reviewer accidentally added to a review plan. Is there a way to delete a reviewer from the SOX platform?
Hi Team, Is there a way to round off the amount in Wdesk spreadsheet to nearest 5000. The formatting only allows to round off to 1000 (& not 5000) . Also, I tried using the normal excel formula but it doesn't seem to work in Wdesk spreadsheet
UPDATED January 2024 The SEC has announced and approved a new Filing Fee Disclosure and Payment Methods Modernization. As of January 31, 2022, the SEC will be requiring filing fee type forms to move the CALCULATION OF REGISTRATION FEE style table ...
I recently had it come up that whenever a user uploads a PDF file that already has items highlighted within it, whenever we try open that PDF in the markup viewer, the highlight actually covers and hides the amount, instead of highlighting it. Su...
Hi Mike, Is there a feature in Wdesk allowing users to compare XBRL with another document, i.e. 10K vs. 10Q? I remember hearing some update about this. Thank you in advance. Ken
The auto-calculated 'Next Review Due' field for a document is calculated based on Frequency of Review, Review Month and Review Day; however, I have a document with a last approval date of January 20th, 2020. In these cases, I would want the Next R...
I want to be able to output a report which shows all the comments made on a document, including resolved comments. Is this possible ?
How does one view all prior year SOX workpapers in Workiva?
On December 2, 2021, the SEC issued amendments to finalize the interim rules on “Holding Foreign Companies Accountable Act Disclosure.” Included within this final rule is the requirement for SEC iXBRL filers to use the latest DEI 2021 Q4 taxonomy...
In Next Gen, there is an option to copy a document to a new folder...or to copy all documents from one folder to another. Is there a way to copy multiple documents to a new folder without having to copy all of them? For example, a folder contain...
Where you have the same date linked to many places, can you make it line break differently in the various destination links, or is it always singular to the source link format? e.g. if I wanted to break "years ended December 31, 2021" after "ended...
We can enter multiple lines within a single cell of a Spreadsheet by hitting Alt-Enter. The same is true in an embedded spreadsheet. However, that apparently is not the case when editing a cell in a Test Steps and Attributes table. If this is t...
I successfully used the Make Directory in File Utilities When I try to copy files to this directory, I get these errors. I cannot find any guidance on how to use the copy connector.
I have a set of excel files that are being delivered to an SFTP folder. It is a very simple process where the excel files are converted to csv and written to specific sheets in wdesk. Only the first line in the excel file is being converted, every...
Are there any plans to add the ability to monitor all Wdesk processes and status' in one place?
We have a graph in a power point presentation that incudes a graph with data labels. We are having an issue where the data label is stacked and it looks wonderful in wdesk but when exported to a power point we lost the second line of the data labe...
Hello experts, We recently got license to Wdata and officially are planning to integrate our source system data with Wdata. We made a decision to leverage public APIs. Majority of the ETL work is done on our on-premise systems and we are looking t...
I have downloaded a .txt file from the SFTP server. My task is to convert this txt file into csv file so that I can add a header row and upload the file data in a table.
On December 20, 2021, the SEC filed a complaint against five Russian nationals alleging they stole corporate earnings announcements by hacking into the systems of two U.S.-based filing agent companies. Workiva was NOT involved and our customer’s d...
Hi, I'm aware that there's a page that describes most of the Workspace roles, but there are a couple that are not mentioned. Can someone clarify what the following roles entail? + Dashboards ( Full ) + Data + PBC Requests + Reports ( Full ) + Tes...
❄️ From our Workiva family to your, we hope everyone enjoys a restufl and happy holiday season! ☃️
Hello Workiva Filers! This year, the Christmas and New Year's holidays fall on the weekend, and as result the federally observed dates are the following Monday. And a reminder that effective last year, Christmas Eve is also an observed federal hol...
Over the holiday season, our fabulous Customer Support team will strive maintain 24/7 access globally. While Dec. 24, 27, 31, and Jan. 3, 2022 are observed holidays, our team will be still available 24/7. However, there will be limited access opti...
Hi, just wondering if anyone has tagged the derecognition of ROU asset/liability in the past? Not sure which tag to use, if there are any appropriate USGAAP ones available. Thanks
I want to set up a workflow 'process' for the stat accounts. The numbers are prepared in a spreadsheet linked to a document. There is a first review in spreadsheets and a second review in the document. Presumably I cannot set up a task where the ...
Hi, When I exported the file, I have to change the page layout section below. I was wondering if it is possible to save my own export options. so I dont need to adjust it again when I want to export the same file.
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...