Hi all, I'm looking to create an auto updating page reference within a document, the example is as follows: Please find XYZ results on Page 11. So in this instance I'd want to somehow get the 11 above to update as and when that page may or may not...
How do you get a hyperlink to link within the document, but not appear as a hyperlink for document printing purposes?
Hi, I just saw a note about connections between Spreadsheets and Documents. What is the difference between connections and linking? We use Spreadsheets as input files for our external documents such as financial statements and MD&A. We currentl...
We have multiple letters within one folder in Workiva. We can create a pdf which includes all of the documents together. Is there an option to create multiple pdfs for single letter delivery to outside people?
What is a page size break, the margin above and below is quite same, why there is a page size break between these 2 pages?
I see how to add a page number to a footer, however, how do I format the footer so that the Page X of # of Pages in document is reflected?
How do you make revisions to a document after the task/process action associated with the document has been approved?
Hello! We have currently been using Outline Labels to show where the review status of each section. Our current process has been focused around the Financial Reporting team, since we are over the audits. That being said, we are getting more depart...
Two requests: Is there a way to paste data from a Word document or Excel document and maintain the source formatting? Currently, whenever I pasted data from Excel to the spreadsheet, all of the formatting (dollar signs, commas, decimal places, ali...
The following suggestion was shared by a fellow Workiva customer: It is not possible to delete a custom color if, for example, were accidentally created or are no longer needed. It would be beneficial to at least remove a custom color, if not edit...
I have two different documents to edit. I can change font colour in one but not the other one. How to fix this? Thanks
I don't currently have the translation feature activated in Workiva, is there a way for me to change to a French notation for numbers? I can get the unit symbol to show on the right but I can't get the thousands/units separators to show as a space...
Have footer properties as "Inherit from previous section" and "continue number from previous section." Halfway down the document, the page numbers start at 1 again.
Anyone else noticing formatting issues in their copied document? Especially preceding tables, my hard return is gone or in the case of a lead-in sentence with a paragraph property adding say a 6-point space after, the table is taking on the parag...
There have been times that I need to import a legal contract/agreement from Word that has the paragraphs in a multi-level list with auto numbering as follows: Section 1 1.1 Text 1.2 Text Section 2 2.1 Text 2.2 Text I know I can convert the autot...
Hi, How can I add a child in the middle of the document? For example from 100 pages of the word doc, I want to add a child on page 5 without disturbing the data.
Hello, In Classic I was accustomed to being able to go in and find any version of a document by finding the document with the timestamp that I want. For example, I created a pdf for the Disclosure Committee yesterday at 3:55 pm, unfortunately, I f...
I have custom colors saved that are used for presentations, etc. and a co-worker is trying to save the same color schemes. How do I view the hex color codes so that I can share with others and they can save as their own custom colors?
Has anyone created a file to serve as a "Dashboard" to track the status of your 10-Q's, 10-K's, etc? Something that shows progress of items, coming due, etc. It'd be nice for there to be one place to check the status of our filings. And if so, how...
Can anyone help on changing the bullets size and color but It should not impact the paragraph line color and size? This is the paragraph line. Given above the paragraph line in which Bullet size need to be increase and color needs to be changed ...
Is there a way to copy and apply table formatting in next gen? This was a function in wdesk classic that saved a lot of time but I don't see it in next gen. Thanks
I am wondering how to change the page a section starts at. Currently, a new section I have created starts on the last page of the section and I would like it to begin on the first page of the section. As is, it is creating inaccuracy in my table o...
Hello! I wanted to see if anyone had some tips they wanted to share on how to sync up the language across multiple notes across several documents updated at different times. We currently have being using a "Primary Common Verbiage" document for al...
I have destination links in documents which have been deleted. They are showing up when I view the source links in current documents. Is there any way to remove them so this is less cluttered? I thought emptying the trash would remove them but ...
Can someone point me to a symbol guide for non-printing characters? I know the pilcrow (paragraph symbol), the spaces (dots), and tabs (arrows) but there are certain symbols I haven't seen that show up. I see brackets and squiggles that I have no ...
Can someone please tell me how to remove a margin page break?
Is there a way to turn off full precision from wdesk? We really don't use it and the few times it has accidentally been used it actually messes up our footing so I was wondering if anyone knew if there was a way to turn that off completely so that...
I need to increase header size, the header description doesn't fit in the default one. Please provide steps to increase the header length.
I imported a word document. Everything imported as one big section. How do I separate the document into sections in Workiva platform?
I'm working on Q1 and don't want to delete YTD tables that are not needed in the first quarter but will be in the later quarters. Can you make only parts of a section non-printing as it doesn't look like hiding an entire table is possible? If you ...