DateWednesday, May 20th2:00 pm ET VIEW ON DEMAND HERE The three main document types of the Workiva platform—Documents, Presentations, and Spreadsheets—are more capable and enable you to do more work inside the Workiva platform than ever before. L...
Wdesk only seems to have PDF download capability. Is download as a DOC capability scheduled to be offered?
Hi, I'm creating a chart with no title. However, there is still a chunk of white space at the top of my chart that I can't remove. I have already put the spacing for all four sides to 0, which works great for the left, right and bottom... these si...
Your team already uses Workiva for SEC reporting. Why not spread the love with your SOX team?Share Workiva with your SOX team, and we’ll donate $75 to Feeding America in your name.The whole process takes three minutes, but the benefits for your c...
Experience the magic of Artificial Intelligence while you conduct peer research. Most teams, before drafting a financial report such as 10Q or 10K, use tools such as Google Search and the SEC website to conduct peer research (around how these org...
COVID-19 has changed the way the world works, and the home office you’re in might soon be your only office. The good news is we’ve got you covered. You can use the resources below (and on this site ) to help make sense of what’s happening and kee...
In the query's SQL Editor (not Builder), you can use a UNION operator to stack or combine data from multiple sources into rows. However, a union may create more rows than Spreadsheets or another consumer of the results can support. As an alternati...
Hi folks, Is there a way to mass upload PBC requests into Wdesk? It is a bit tedious to create each PBC request one by one manually..
Hi, We are trying to download and upload file to workiva using API. I was checking the documentation where it is looking for fileId, tableID. Where to get these parameters value? Is there any documentation available for these parameters?
An image in a Next-Gen doc that is fully justified (left-right, no border or margin) doesn't keep the format when export to Word. It indents the standard 1". I have to go in Word and change the image text alignment to 'square', and that fixes it. ...
We need to add a footnote to a page in our document (the footnote is in reference to narrative, not a table). So, we need the footnote to be at the bottom of the page. I wanted to put it in the footer so that it will stay on that page regardless i...
Hi, I would like to modify the title of some evidence request - as there are not clear enough (several have the same title for different request). As this tool is a storage and historic tool for following years, I would like this first audit to be...
How can we print/export all comments in the document including the responses and any comments marked as resolved?
Event DetailsThursday, April 162:00-3:00p.m. EDT Register here Learn how you can take charge of multiple investment filings, even when your team is working from home, with the Workiva platform. See how you can incorporate last-minute changes to y...
Hi - Similar to default setting for tables font 10 arial etc. Is there a default where I can state that all text numbers should be in thousands and percentages in the workbook and the document should be stretched to one decimal point? For the e...
It doesn't look like the advanced printing options in nextgen allow you to print current tracked changes marked in the document?
The latest set of the Data Quality Committee’s (DQC) validation rules are now available in Wdesk. Filers may see validation messages related to defined benefit plans, revenue recognition, taxes, leases and variable interest entities disclosures an...
I'm curious to know how other companies have been impacted in performance of controls due to COVID19? And how you are approaching testing of controls/ quarterly sign offs , and assessment of deficiencies? For example, if a key control in operat...
There were several Workiva incident reports about users having difficulty filing with the SEC using the New Generation Platform. Have there been updates on why this is occurring and if it will continue in the future?
Is the Spreadsheet in Next Gen more synchronized to the workbook? In other words, when fixing formatting in the spreadsheet does it fix on the workbook and vice versa?
Are there limitations others have experienced and that users should be aware of in terms of maximum # of users at any given time and length of workbook and impact on performance?
What is the status on freezing the document after filing in the new gen? This is absolutely critical for us.
Normally when we pagenate it takes about 10-15 minutes each time. Once we view the document, we notice other necessare changes, which will require more require pagenating. Will this part of the process be refinded to preform faster or speed up th...
Can we perform queries to auto-populate a sheet when the source includes new rows while retaining the linking properties in the Destination? Also, any idea on how to build queries to create links between two columns of a spreadsheet?
We tried building and running a workflow using chains within WData. But, while executing, we are facing the below error message. ‘Error authenticating with Workiva: Invalid client id: a8cefde7fa764feaa6b44a361ea57***.’
In workiva, my cover is on one page. When I print to pdf, its on two. I don't see a paginate option though. How do I fix?
It's a pretty standard convention at this point to file one Form S-8 covering multiple registration statements. There doesn't seem to be any obvious way to add multiple File Numbers to an S-8 filing, however. Is there something I'm missing?
I am trying to write a query involving string functions of SQL such as 'CHARINDEX' or 'PATINDEX' to check the existence of a particular pattern within a cell data. On executing the query, I get an error saying CHARINDEX function not registered. Do...
As mentioned here, we announced that our annual Amplify user conference will be hosted on digital channels later this year. The conference will offer virtual ways to learn, interact and explore how customers and partners are optimizing the Workiv...
Big news for your Scope 3 reporting! Hybrid Calculation Method V2 is now live in Workiva Carbon for Categories 1 & 2, delivering higher data quality thresholds, direct insight into raw CDP source data, and flexible version control across your repo...
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...
