Automated TOC - Random SPACES Answered

Looking for a solution to a weird phenomenon happening in our automated TOC. There seems to be added spaces between sections for no apparent reason. Please let me know if there is something I am missing.  

Chuck Idea Generator Data Management Suite Community Champion
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Option for showing numbers as mixed numbers & words Answered

Suppose I have a number like 9,000,000 and I want to display it (format it) in a document as '9 million'. I know I can use the "show numbers as words" option to display it as 'nine million', or I can switch it to being "shown in" millions, which w...

Andrew McKenzie Community Champion Idea Generator
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Copy & Paste text of a comment Answered

Hi all, why is it not possible to copy & paste the text of someone's comment? This would be very beneficial e.g. if the commentary provides new wording suggestion I want to use or simply to share the comment in a different channel, e.g. mail/chat ...

Christian Oefner
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Removing paragraph line breaks from documents Answered

We are creating a large document copying in data from a variety of other sources. The copied data loses formatting and all the lines of text are forcibly shortened before they wrap by paragraph breaks (see formatting view snippet). How do you make...

Nicole P. Rock Star Idea Generator Community Champion
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Auditor Viewing Permission/ Alternatives Answered

Hello All, Has anyone set up their Auditors in Workiva before?  What type of permissions did you give them? I want them to have access to Workiva to use it for comments, but don't want them to see internal comments/workings/discussion. However, up...

Kenny Pham
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1
Split to new section Answered

Hi, I have seen previous posts about splitting a long section into multiple, more straightforward sections.  This seems a great time saver on long documents then creating lots of sections and copying and pasting bit by bit. However, I cannot find ...

Barbara Beta Buddy Idea Generator Data Management Suite Community Champion
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History version to show Comment icon Answered

When we open a history version, we do not see the Comments icon on the right hand panel.  How can we get that in the history version? thanks We can only see below icon on the right hand panel.

Venus Wong Data Management Suite
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Document completeness check

Hi! Is there any way to make sure that the Document is complete vs the Spreadsheet that this data is linked from? So, for instance, say in the spreadsheet we have an income statement with 15 lines and then in the Document we only have 14 lines bec...

Aleksandra Drozd Workiva Essentials Data Management Suite
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1
Roll forward to a new year Answered

Hello!  I want to take my 2022 excel file and word doc and roll the files to create a new 2023 year.  Are there instructions on how to do this?

Aimee Moore
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Comment in the Email Answered

Is there anyway to see the detail comment over the email when we get the email notification rather than log in Workiva?  Thanks,

Dararith Yat
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Copy Spreadsheet/Document - Not an Owner Answered

We have a usecase where we have created document templates and locked them to the broader group so they cannot mess with the format and structure of the document. However, when they copy the spreadsheet/document (initial viewer permissions) it wil...

Meegan Rodes Rising Star Idea Generator Beta Buddy Data Management Suite
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Attachments Answered

Once an attachment is attached to a particular phrase or sentence in the document, is there a way to edit what it's attached to? I'm thinking when language gets updated or more is added to a sentence, I find that I have to delete the attachment an...

Kelly Hallman
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Tables in Spreadsheet Answered

Hello Team, If I create a table in spreadsheet and link the entire table to the document and in future insert a new row or column within the table in spreadsheet, I will have to again create a link for the new row/column. Is there a way that it au...

Mohit Kumar
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Sections Answered

Hi, i´d like to know if i can create multiple sections on one page of my document without creating a page break or add a new sections that would followingly direct me to a new page.

Keyvan Girardin
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Move tables Answered

I'm unable to move tables within a document (can copy and paste but would break existing source/ destination links). Would you please help assist?

Phim Kositsawat
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How do I remove footnotes?

I'm having a hard time removing footnotes. I was able to delete the footnote content at the bottom of each page, but was unable to remove the numbering in the body texts. Please help.  Although I was able to delete after downloading into word, jus...

Ziyi Zou
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Annual Report- Proxy Answered

We include our Proxy in our ARS- however; currently, the proxy lives completely outside the ARS document as we've never needed to combine them for a filing. We are debating the best way to incorporate- one idea is to bring the ARS in as non-printi...

Ashley Polan
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Sub heading Answered

I need a heading on just the notes section of my financials that says my company name and then "Notes to consolidated financial statements" Is there a subheading option in a section. My heading is the table of contents for every page, so I cannot ...

Michael Kilgore
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How Do You Use Outline Labels Answered

One area of feedback that came out of our Q1 debrief was the interest in getting status of the draft out to the team more frequently and timely on draft nights. One thought I had regarding this is if there was a way to use outline labels to indica...

sarah degn
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Bookmarks Hierarchy when exporting to PDF Answered

Hello, I was experimenting with using Documents bookmarks to create the PDF outline when exporting.  It's working as expected except there's no longer a hierarch for the outline (i.e. Part 1 in our 10-Q will collapse the financial statements under...

Bryan Gregston All Star Idea Generator
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Section Pages out of total number of pages Answered

I need to insert a page number for each section of the documents, I would like it to have the page number of of the number of page numbers for the section and to automatically change if the section pages increase or decrease. Is this possible?   

Wendy Powers
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Document Health Check is no longer flagging .png images Answered

Hi, I have observed that the Document Healthcheck no longer flags .png files as unsupported in SEC. Previously, this flagging helped us save time in troubleshooting, as it allowed us to easily identify and address errors in the .png files. I am cu...

Permanently deleted user Rising Star Beta Buddy
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Document split screen Answered

Good morning,  Does the Document have a split screen view similar to MS Word?  If not, is the work around to open a new browser window?  Thanks.   Ken

Kenneth Ho Beta Buddy Rock Star Community Champion
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How do I automatically update section numbering after deleting a section? Answered

Hello,  In the notes to our financial statements, we have a numbered list of notes (i.e. (a), (b), (c). etc.)  I want to delete section (b). When I do so, the numbered listing does not automatically update, such as section (c) becoming section (b)...

William M-Akbari
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1
Importing tables into indesign Answered

I am experiencing when importing a table from wdesk as an icml into indesign the depth of the header cell is not retaining the same cell properties. The depth of the header is coming into indesign much shallower. Wdesk states it is 62px deep howev...

Tom Summerell
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