How do I remove the header and footer in the document? They come up automatically.
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Recurring tasks
Completed
Has this been added to NextGen - I haven't been able to figure it out and the last information in this thread is from 3 years ago? Thanks
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Navigating My Requests
Pinned
As you continue to provide your awesome feedback in the Community, you've probably seen a few mentions both here and in your inbox regarding your "requests". We realize you may have some questions about what that means, and the good news is we hav...
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As you know, many of the improvements and new additions to Workiva’s platform are a direct result of user feedback. Our product team works hard to implement the suggestions our users provide, and while we can’t implement every one of them, we try ...
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Image naming in Next-Gen Filings
Completed
Hi Mike - Can you please provide an update on the status of the below post? It is closed for comments. https://support.workiva.com/hc/en-us/community/posts/360069907792-Images-into-NextGen-Docs-?input_string=Image%20name Unless this issue has bee...
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reviewer role
Answered
Does anyone if it's possible for a user with a viewer role to be able to look at document reviews?
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XBRL calculations in Next Gen
Answered
Is there a way to see that your XBRL calculation in Next Gen isn't correct without having to download the calculation report after generation? In Classic, you could see a red dotted line and knew that the calculation wasn't working properly but n...
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In the SOX workspace I don't find a way to add documentation to an issue or action plan. Does that functionality exist? If not, what do others do?
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What is SimpleCert? SimpleCert is a platform that Workiva uses to both issue and store CPE (Continuing Professional Education) Certificates of Completion issued to our event attendees. Records in this repository date back to 2017. Accessing Simpl...
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Is there any way to have a fraction/number shown in your document as "one-third" and tag it for iXBRL without using a phantom fact? I am familiar with showing numbers as words, but don't see this type of format as an option. Now that we are on Ne...
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Can I have the data from a spreadsheet linked to tables in Wdata? The updates I do in the sheet should reflect back in the tables in wdata.
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The following are Postman Collections (v2.1) that can be imported into Postman for testing the Wdata API. To import, click the "Import" button in Postman and either copy and save the following Collection(s) as a .json file or import as raw text. L...
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In Next Gen, while viewing the iXBRL Viewer with the box checked to highlight XBRL Elements, I have some green shade and some yellow. In Classic, yellow meant there was a warning, if I recall correctly, when I clicked on it I could see what the wa...
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Exporting all comments
Completed
Is it possible to export all documents in a project? So if a document and supporting documents have comments is it possible to export ALL comments as opposed to going comment by comment.
2
Next gen document review
Completed
There is an option in next gen documents under the view menu to "show or hide indicators". Is there any way that this can be done so when a person is sent a review they also would not see the indicators? It can make the review very messy and dis...
1
How do I integrate my spreadsheet in Workiva with the external DB using Wdata? I have spreadsheet data in workiva. My source is external system from where I want to pull the data into Wdesk. How do I integrate this? Can this be done through Wdat...
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Are the cells in the table supposed to be highlighted in light yellow to indicate that they're tagged? If so, can someone please advise why some cells are not being highlighted when they're tagged?
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Does the Next Gen XBRL automatically save whenever there has been changes?
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Access Token from User Login
Answered
Hi - Is there a way to get the access token from the user login (without the need to set up a client id and a client secret)? Like some kind of url call to https://app.wdesk.com/a/<workspaceId>/auth/token?
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When filing an amended 8-K, is there anything special if you have to do besides setting the form type to 8-K/A when creating the package? It appears that the document itself is still classified as an 8-K?
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Advanced Query Command
Answered
Hi There - Trying to use the Advanced query command under Tabular Transformation. There is a note at the bottom of the query section that says the SQL commands of INSERT UPDATE and CREATE are not supported (see screen shot below). Is there a li...
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Table order in XBRL SEC Viewer
Answered
When looking in the SEC Viewer (Next Gen) I have tables showing in a different order than on my Edgar/pdf versions. In the XBRL outline they are ordered how I would like them to be, but that is not how they are ordered in the SEC Viewer. Why would...
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With Classic, when we generated we would get a set of warnings/errors. Then we also did a separate validation check which checked for different things and gave a separate set of warnings. Is my understanding correct that with Next Gen we do not ha...
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Date formats
Completed
Is there any way to incorporate AP Style date formats for the 'abbreviate month' option in date formats? Currently, it seems that when abbreviate month option is selected, the month is not abbreviated with the period per AP Style (i.e. October sho...
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Review Draft Visibility
Answered
In Next Gen, is it possible for review drafts to be accessible by all document editors vs. just document owners? Sometimes comments from a review draft become disconnected in the live draft and editors would like to look at the original comment le...
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I have good news, Amplify attendees! All CPE certificates are now available for download in our new certificate portal. If you were eligible to receive CPE for attending any of our sessions, you should have received an email with instructions to ...
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Hello XBRL users! You may have noticed that a recent release to Workiva has enabled the a few improvements to the XBRL Blackline feature that you have been asking for. There are 5 main areas of improvement to highlight (saving the best for last). ...
1
We are excited to announce the winners of our 2020 Workiva Partner of the Year Awards! Learn more about the winners here.🏆 Global Partner of the Year - Deloitte🏆 North American Partner of the Year - KPMG US🏆 EMEA Partner of the Year - Deloitte - ...
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