Be able to simply copy (CTR-C) and paste (CTR-V) a screenshot in spreadsheets (similar to the capability in presentations) for support backup purposes. The current way of attaching a screenshot has too many steps and you can't easily visually...
It would be awesome to have an option to attach Workiva documents as support in Support Binders.Edith Li
Option to give editors permissions to send documents for review.
I am unable to paste long text into spreadsheet cells and table cells in documents. To work around this, I have to take the text, open MS Excel, paste the text in the cell, select all the content in that cell, Ctrl+c, then paste it into the wdesk ...
When multiple users are in a spreadsheet to make updates at the same time, users are encountering issues when trying to make edits when one user has the file filtered. Is there a way that multiple users can sort the same file at the same time and ...
Hi, I would like to ask is it possible that i need access if i cannot see uploaded file.
Is there a way to hide non-printing sections when sending a document for review? These didn't show up in classic reviews and the only way I see to be able to do this is by manually unchecking these sections each time.
Is it possible to insert an editable graph into Workiva spreadsheets?
With all processes, best practices can help ensure a smooth journey. We have created guidelines and other resources to help support our users and designers through design reporting with Workiva. Click here to access the Designed Reporting Support ...
Workiva Amplify connected thousands of accounting and finance professionals worldwide from over 80 countries for three days of training, networking and professional development. Thank you for joining us virtually for our largest Workiva Amplify co...
CC: Aileen Pilgrim
The global event dedicated to building trust in your work and your world. #WorkivaAmplify https://workiva.wistia.com/medias/0bvcu6d4cr Get fired up for day 2!
Hello, friends! You may have heard, but there's this little thing going currently called Workiva Amplify. Its kinda a big deal 'round theses parts, just sayin'... Anyway, 10,000 of my closest pals are having a fun time learning and chatting away w...
I have recently switched to Next Gen and have been able to get rid of nearly all of my phantom tags and hidden fact warnings. I am left with one hidden fact warning that I was hoping for some advice as to how I can get it tagged in the document vs...
In Classic, we are able to adjust the area for a table text block by dragging a bar to cover the desired area. Is this feature not available in Next Gen? Is the only option to delete and retag?
Hi all! We are just days away from this year's conference and if you're anything like me, you're just burning with excitement 🤗 . As you all know, what makes this conference unique is that for the first time the conference is all virtual and perso...
This podcast originally aired Sept. 1st, 2020. Join Matt Crawford and Drew Duebner in this episode of the Off the Books podcast and get the deep dish on reporting and compliance at a thin-crust price (free!) at Workiva Amplify. Listen in as Matt s...
A few quarters ago, my team combined our two separate workbooks for our 10-Q and 10-K into a single source workbook, so we now have one workbook linked out to both our 10-Q and 10-K. After speaking with our CSM, we are now exploring the idea of do...
Hello, I would like to know if I can connect my Wdata Tables directly to my Spreadsheets. As i understand how it work, i only can connect my wdata query to a spreadsheets. Thanks for your help Rafael
On September 8th, Wdesk University was retired to make way for a new upgraded learning experience: the Workiva Learning Hub. In our new self service-portal, you will be able to: • Find what you need faster with dynamic search and filter functiona...
hello, I have this message when i tried to run my chain just to create a spreedsheet. Thanks for your help
Hello, We are preparing a demo for a client of us, testing the XBRL module of Wdesk we have encountered the following scenario: When switching the language of the taxonomy from English to Spanish, you can correctly see the detail of a fac...
Hi, We transitioned from Classic to NextGen and only seem to have one header issue. Sorry for the small size. But we have a structure where it is Note 34 Note 34 change (not set to print) Note 34 no change (set to print). Only in this note did w...
Is there a way to "select all" text in a very lengthy document in next gen (to make formatting edits, etc?)
I want to position a table in the top center of the page. How do I do this?
Our Q3 10-Q will be our first filing with NextGen and there was no other option but to move over to iXBRL along with this transition to NextGen. We are a smaller reporting company and non-accelerated filer so the deadline for iXBRL and cover page ...
Hello, I'm receiving the XBRL Validation message below for the following items tagged on the Cover Page in Next Gen: - Document Type - Entity File Number - Entity Incorporation, State or Country Code - Entity Address, State or Province - Entity Fi...
Hi - I am trying to extract data from the SOX module using the API Get Records by Type (GET https://api.app.wdesk.com/graphdb/v1/types/). The API response for record type "Test_Nature" only provided me with the unique values of the test nature (...
Is there a way to also restrict the comments related to restricted portions of a document, in line with the permissions governing the content?
Hi, Can we export the All tasks as a list in excel spreadsheets? For now I am able to export one task at a time in pdf format.
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...