Is there a way to align a table in a NextGen Document? Before we were able to move the tabs on the ruler and the table would move but now that doesn't appear to work.I cannot get the tables to move at all. Thanks
Is there a functions/feature that provide me with a view or export of a users document permissions and to which groups they belong?
Not sure how to fix import error... DateEncoder cannot convert "2014"Not sure which format to pick for Year column; everything I try fails the import.
Is there a way to break one table into two tables? I can't find that option. Thank you
Hi, I can't find the spell check feature in Next-Gen documents. Is this available like it was in Classic? I've looked for posts on this topic, but I haven't found any. Thanks, Matt
Is it possible to print to pdf individual document sections as if they were a stand-alone document- i.e. start in the pdf at the top of the page? I can only get them to print with their spacing and page numbers to match the start and end in the la...
I have a List Files command that produces an empty list because my table has no files. I can see its output is [] (for deprecated json). The next node is "Convert JSON to CSV". It has a skip condition called "Success -> String File List (Deprec...
We have an external party translate our 6K and 40F, is it possible to translate the full document and have it saved as another project?
I have a list of sheets I need to iterate, and for each I need to determine if the file already exists. So I have a group of commands to check that, but for each result I need to perform a different group of operations. However the group iterati...
I have a Spreadsheet with several sheets. I want to iterate each sheet, get the data, append a column to each sheet (the name of the sheet), and then import that into one wdata table. In one test I created a chain with the List Sheets Workiva c...
is there a way to link page numbers in a table of contents?
I read the instructions for adding a footnote in Next Gen XBRL. I don't see the 'footnote' button at the top of the task bar. Can you let me know where to find the footnote button?
Is there a way in a spreadsheet to use tick marks. For example, arrows, lines, symbols.. When creating a tie-out of a footnote, it would be useful to have the spreadsheet set up with the tick marks for ease of exporting to a PDF. We can change the...
Hi, does anyone have an easy way to import a 100 page and heavily formatted docx (ie, cover page, detailed outline text, images, tables) into Next Gen without going through the agony of trying to copy and paste into new sections? The document imp...
In Next Gen - do you have to assign headers and footers? In Classic we had a drop down to choose the header or footer you wanted. I don't see that in Next Gen.
We use a row height of 11 and Next Gen doesn't seem to like that. We have a lot of truncated cell warnings because of this. Will this cause an issue when we file?
Hi, Is it possible that we have a conditional formatting in the tables of this kind of document below (presentation) ? : Thank you
Any updates on an ETA for Freeze/Thaw option in Next Gen? As updating advanced permissions in 20 documents who each have separate permissions by footnote will be very time consuming each direction..
In Classic documents, we had the option to open the comment in the window that's already open. In NextGen, each comment opens in a new window. When will the feature from Classic be added to NextGen documents?
Just wanted to confirm that dual column presentation in Next Gen Documents is now supported.
We have a month end project for monthly reporting. During quarter end, we have additional sections for budget vs forecast analysis. Currently, we have to manually hide/unhide the relevant sections depending on which month it is. This is a manual e...
Any plans create a feature to upload a trial balance or financial statements to WDesk in order to map internal controls to FSLI's?
We are scheduled to transition to NextGen this fall. Currently, in Classic, folders and their corresponding documents appear in an order that we (administrators) have set them, and the folders and documents don't change unless an administrator mov...
Is there anyway to be able to test file an 8K before the filing date? It won’t let you go through all the steps because it gives an XBRL warning that the filing date is in the future, but then we have to wait until the day of to test file. Is ther...
Does the new platform (next gen) impact section 16 filings and certifications at all? Is there anything we need to do for those “platforms”/dashboards, or anything we will notice looks/operates differently?
On the new XBRL/platform why does it give me a validation warning for a hidden fact when the CIK # is required but not on the cover page itself? Can Workiva have it not be a warning for something we cannot fix? I know it doesn’t hold up filing, b...
Hi - We are attempting to transition from classic to next gen, in doing so, we are cleaning up the doc links. An issue we are having is the 'Linked Files Report' shows a link that the 'Doc Links' does not show. So it is impossible to determine whe...
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...
