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.
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...
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 ...
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...
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...
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 ...
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.
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...
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?
Is there anyway to see the detail comment over the email when we get the email notification rather than log in Workiva? Thanks,
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...
Reaching out to learn what the best practice is between linking paragraphs/sentences/etc. between two documents.
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...
And how do I do this? When I go into properties it's only for one section.
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...
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.
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?
There isn't a delete option and when I highlight the footnote there is no way to delete.
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...
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...
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 ...
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...
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...
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?
Is there a way to automate paragraph breaks so that when two of them break perfectly at the bottom of a page, the second paragraph doesn't skip the first line of the next page? At present, I manually delete the space, but if (when!) we amend anyth...
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...
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
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)...
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...
I want to be able to create an equation within our documentation that will calculate % change or PQ Growth referencing data found in an existing table. Is this something that's possible?