In Next Generation Documents the blacklines we create are automatically downloaded as a PDF. If you create multiple blacklines is there be a way to see the list of blacklines created and choose to re-download one of them? Or is this something that...
I have questions on the current updates to Workiva for iXBRL. I have seen some updated posts from other community members but I wanted to make sure I understood the best approach to take when our team migrates to iXBRL. 1. Are there any best pract...
Is it possible to create a table of contents where you can reference pages within a section? For example if we combined all of the financial statements into one section instead of having separate sections for each statement would we be able to cal...
Is it possible to have different page layouts within one section of a document in the Editor? For example, I have a couple of documents where the primary financial statements are in portrait format, but the supplementary schedules to those stateme...
Just transitioned to the 2019 DEI taxonomy for our Q3 10-Q and transitioned our workbook to sheets. As a result, I now have an error with the document period end date: previously it had been linked from our workbook, but the value came back in MS...
Has anyone figured out exactly how the 10-Q exhibit list should look after adopting iXBRL?Previously, my company was advised to change the description of exhibit 101.INS to the below: However, our outside counsel has now advised us that we should...
We have an existing, Classic Presentation where all of the slides are formatted in letter size for easier printing for certain management. Unless I'm just missing it, I can't find a slide properties area that includes sizing of the slides and the ...
Hi there,I've been trying to find the specific legal requirements for xBRL tagging and having difficulty finding anything definitive (i.e. what exact sections of the Form 10-K are required to have xBRL tags). The best I can find is extremely vague...
I have a table of data in a spreadsheet. I want some records to appear in one section of a document and other records to appear in other sections of the document. I accomplished this by linking the entire data table to each section of the document...
My company is currently exploring opportunities within Workiva to make our SEC Reporting process more efficient. Can anyone share similar experiences or process improvements made?
We are in the process of implementing Workiva. Just last week we were told that we could delay sending sample requests and the receiver would see one email with multiple requests in it. Is that correct?
Our workbook supports several documents. Over time it has become difficult to follow and update. We are considering redesigning our workbook and was wondering if anyone has done this and what principles were used in deciding how to organize data
I'm trying to create a link between our wdesk database, which stores control information to a word document in a project folder, so control information updated in the database is automatically updated in the word document. How would I create this ...
Two-way data connections would prove efficient.
We have an image in our header but the text is different from one section to another. Whenever we create a new header I copy the the format from an existing header and paste into the new header. However only the text is copied and I have to reinse...
In our Proxy, I would like to link a statement that says, "...See "Directions to the 2019 Annual Meeting of Stockholders" on page 64 of this Proxy Statement."I've tried several different approaches to retain the quotes before "Directions" and afte...
In the Balance Sheet, we don't display any values on our Commitments and Contingencies line item. Should this line item be included as part of a calculation relationship regardless of whether an amount is displayed or not?
Our executive summary in our MD&A used the two columns page layout in classic documents, but when I just transitioned to next gen docs for our September reporting, it reverted back to normal. I don't see an option to change the page layout back t...
I am unable to have a list continue across multiple sections. 1. x 2. x Section break 1. x <---- I don't have the option to pick the number to start with or continue numbering from previous section. I should have the option to do either. ...
Trying to add "Documents incorporated by reference text block" in the 2018 DEI Updated taxonomy. Every time I try to add in the outline, it asks whether this is a level 1, 2 or 3. Whichever level I choose, it doesn't recognize the DEI in my outlin...
This blog originally appeared on Workiva.com on Sept. 17th.In a new milestone, the first multi-document Inline XBRLTM filing to the U.S. Securities and Exchange Commission (SEC) has been submitted using the Workiva connected reporting and complia...
In the classic version of docs you can pdf an entire folder, so it includes the 10Q and exhibits. Is this available in the Next Gen Docs?
I created a template using Presentations so that we can be consistent with company standards. I inserted a link to a spreadsheet where I have our Legal Disclaimer (that was a suggestion from the hands on at Amplify in TX). It looks good in the tem...
Hello, I was wondering if there is a way to add line numbers to a blackline for review and then to save as a DOCX instead of a PDF? I know we can add line numbers to documents (Classic) and if I'm not mistaken, this feature is not available in Ne...
We are looking for integrating Wdesk with Tableau so that data from workiva can flow in Tabelau as a data source and dashboard can be created.
Detail within the activity listing says "{'department': {'new': u'Finance', 'old': u''}, 'username': {'new': '', 'old': '}, 'solution_list': {'new': [u'SEC/SEDAR Reporting'], 'old': []}, 'title': {'new': u'Senior Manager', 'old': None}}. Is the u...
Hi, I am trying to make a left indent on the second line of text in a table cell. See that the name "169 Inverness Drive West I & II" was transitioned from a Classic Document and the second line has an indent. But the name "GSA Professional Offi...
This blog originally appeared on Workiva.com on September 12, 2019 Over 2,200 accounting, finance, and compliance professionals gathered in Dallas for Workiva Amplify, the annual Workiva user conference. And they left with one concept on ...
Hello, I am looking for help to adjust the table size to align the table to the left. It was fine when the file is under "classic" doc; however, when it's translated to "Next gen" document this quarter, some tables are not left indexed properly a...
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...