Hi, is there any way that there is a usage report of styles that are actually applied in a document? Our AR has many defined styles getting carried over from one year to the next, and it is difficult for me to see what has actually been applied/us...
How do I roll forward the iXBRL Cover page/DEI tagging from my previous 8-K filing (Next Gen) to my new 8-K (next Gen)?
When I look at the SEC viewer in our file, I noticed that there are 3 "Notes Tables" sections, 2 "Notes to Financial Statements" sections, and 2 "Notes Details" sections. Is there a quick way to resolve this?
Is there a way to either use Data Validation or Conditional Formatting in a spreadsheet to have the end user select a date (like from a calendar)?
Are there plans to fit the test steps and attributes to the width of the viewing area so that you don't have to scroll to see all of the columns in the test information? It used to fit the window but now you must scroll making it difficult to read...
The following enhancement was shared by a Workiva user: When reviewing comments in Next Gen, you are required to open each comment individually where as in classic you were able to scroll through all open comments in the document. Including ...
We just switched to Next Gen this year; when I look at our XBRL in the SEC viewer, footnotes are showing up as financial statements. This was something that happened when we transitioned the first quarter and unfortunately wasn't noticed. Why ar...
Hi, I am working on a document containing many sections and few of these sections run for more than 2 pages. So I need to mention the last page of a section in my report. For example auditors report consists of 2 pages (Page No. 11 and 12). I...
I would like to be able to make a copy certain controls so that I can create parent child relationships. Each child would be an exact duplicate of the copied control. but would relate to a difference functional group so that each group can be test...
Hi Workiva, I really like the NextGen of Wdesk. However, please improve the properties of pie chart labels, especially where the labels are in relation to the corresponding slice in a pie chart. In PowerPoint I can freely move those labels to whe...
Hi all! Wanted to let you all know, as we are in the early stages of fiiling season, that the SEC's EDGAR site is currently having some issues. Here's their latest announcement: https://www.sec.gov/filergroup/announcements. Let us know what questi...
Hi, Is there a way to import a file (.xlsx, .docx etc.) directly to a folder ? I tried selecting the folder and importing the file but it gets saved to the root directory rather than the folder selected.
We periodically get questions from our auditors about changes within our SOX environment - for example, creation of new controls, changes in control significance, key reports, or systems. I have seen the 'Data History' report that is available, b...
Is it possible to download test forms in bulk, or export a csv of multiple test forms via API, as well as download all attachments for multiple tests?
Hello, In Classic Projects, we can add existing documents to different projects. Which enabled us to work in the same document, even if they're saved to different projects. Do we have something like this function in Next Gen? We have our Press R...
how do we insert special characters in Next Gen, like a non-breaking space?
I no longer want to see decommissioned or inactive controls in my data type view or in control listings, etc. Is there a way to "hide" these controls or make them inactive so they don't show up anywhere? What about deleting them? Rebecca
Hello, i would like to create a connexion to BOX with Wdata chain builder but i have no idea where can i found the properties like the CLIENT ID, Client secret, client ID and entreprise ID. Where can i found those informations ? Thanks for yo...
Hi There - I am running into an issue using the "Un-Import File From Table" Command. The chain this command is in, fetches the file ID of the file in the data table (and after using the Array to CSV and an advance query to get the file ID) un-im...
Regardez la vidéo ci-dessous pour en savoir plus sur ce qu'est l'exportateur ICML, voir comment il fonctionne et découvrir les avantages de l'intégration de ce processus dans Workiva. https://workiva.wistia.com/medias/oh5yxwv3jy Cliquez ...
The Measurements Units are locked to the language, which causes is a problem. Our corporate language is US English, but page format size is metric (A4) as are the CI guideline (margins, etc.) Using the English (United States) locale the default M...
Is there still an option somewhere to view XBRL in the SEC XBRL Previewer? Or is this no longer an option?
In a document form, what is the Save As feature used for? The only two options with the save as feature are "New Document" or "Template". Can you just provide more background on those features please. In contrast, what does the export feature do t...
Is there a shortcut to toggle between opened documents(i.e 10Q, 10Q support spreadsheet and Exhibits)
When do directed comments get released (ie the emails sent), and where is this timing located? I would like to see if I need to amend this from, for example, at the end of the day as sometimes we need a quicker turnaround. Thanks.
Are there Excel settings we need to be aware of and set so that after uploading to SOX/Audit workspace the file is displayed correctly in the evidence/markup viewer? Some sheets display fine, but others will display a few columns over a few pages....
Hello, Is it possible to see a history of all track changes that have been accepted and rejected in the past? Additionally, is it possible to turn on track changes just for specific users?
I am editing a document and want to show recommended deletions. Turning on proofreading marks has no effect -- this shows additions and insertions, but not deletions. How do I show deleted text?
I am using WDesk SOX for the first time as a Workspace Owner + Data Admin + Manager role. I received a notification when a tester completed a test, although I am not the control owner, test form owner or reviewer of that test. I am curious what ar...
Is it possible to see the changes made to a document / spreadsheet by specific users?
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...