In Classic documents, we had the option to open the comment in the window that's already open. In NextGen, each comment opens in a new window. When will the feature from Classic be added to NextGen documents?
Just wanted to confirm that dual column presentation in Next Gen Documents is now supported.
We have a month end project for monthly reporting. During quarter end, we have additional sections for budget vs forecast analysis. Currently, we have to manually hide/unhide the relevant sections depending on which month it is. This is a manual e...
Any plans create a feature to upload a trial balance or financial statements to WDesk in order to map internal controls to FSLI's?
We are scheduled to transition to NextGen this fall. Currently, in Classic, folders and their corresponding documents appear in an order that we (administrators) have set them, and the folders and documents don't change unless an administrator mov...
Is there anyway to be able to test file an 8K before the filing date? It won’t let you go through all the steps because it gives an XBRL warning that the filing date is in the future, but then we have to wait until the day of to test file. Is ther...
Does the new platform (next gen) impact section 16 filings and certifications at all? Is there anything we need to do for those “platforms”/dashboards, or anything we will notice looks/operates differently?
On the new XBRL/platform why does it give me a validation warning for a hidden fact when the CIK # is required but not on the cover page itself? Can Workiva have it not be a warning for something we cannot fix? I know it doesn’t hold up filing, b...
Hi - We are attempting to transition from classic to next gen, in doing so, we are cleaning up the doc links. An issue we are having is the 'Linked Files Report' shows a link that the 'Doc Links' does not show. So it is impossible to determine whe...
Is it possible to combine exhibits and the 10Q into one document in Next Gen? If so, please provide instructions on how to combine.
No timeline is mentioned for when we will be able to download a document and attachments as a support binder. This is disappointing as we heavily rely on the support binder feature, for both internal controls and providing support to auditors. I...
Is it possible to embed a hyperlink in an image in Next Gen Presentations? I'm converting a PowerPoint where we have clickable images to Presentations, and I'm not seeing a way to do that currently. Is there a plan to implement this or is there a ...
A few questions related to images in docs: Is there a way to add an image (already in Workiva) to a document rather than having to re-import the image? For example, we have a company logo that appears on multiple pages but for each instance, I ha...
Hello Mike and Workiva Community, Please refer to the slides below from the 2020 US GAAP Taxonomy Update webinar. According to the example, does this mean that the only way to correctly tag the cumulative effect for the adoption of an ASU during ...
Hi, I don't seem to be able to find a way to import and add an exhibit to a current filling with the NextGen. Would you please help me?
Still a little confused about using the xbrl profile method for documents rather than the old method of just assigning a taxonomy to a document. Not sure I understand the benefit of using a profile, other than now we have to. Part of the confus...
In Next Gen tables, I am having an issue where I can't align numbers in some tables all the way to the right. I have tried using "Right Align" in the edit options. I have also tried using "Increase Indent" and "Decrease Indent" and it helps move i...
What happened to the XBRL Outline Subsection Attributes box that we could access when right-clicking on a section in the XBRL outline? When we transitioned our 10Q to Next Gen, there were some items from the Cash Flow footnote that were being pul...
Hi, when you run Document Health, is there a way to suppress the issues found in the non-printing sections? We use the same document for quarterly and annual financial statements but certain sections that we only need for annual statements are s...
Hello, I want to indent the second line within a cell, for example, below, how do I indent starting from "expenses, excluding..."?
Hi, Is there a way to tag a table text block in Nex Gen? We are running into some issues with this in our filing.
How does Workiva ensure that two different people do not edit the same number/ text at the same time, now that is no longer 'sharing'?
How to.... set up new users format home screen link files send export documents create comments highlight sections to keep track of items reviewed
We use support binders on Classic Docs and they are fully integrated into our processes. We have been waiting to transition to Next Gen until support binders function optimally. We have been told for over a year that it was coming.... but still no...
Will NextGen's Filing process ever support a feature in the Notification email portion where an email list can be loaded from a previous filing? I realize there are not "projects" anymore, but there are previous filings. We generally have a long ...
I need to create a Binder on one of the projects I'm working on. I know Wdesk has a Binder in classic version, and I wanted to hear from the community on their experience with Wdesk Binder. Also will it be available in next generation? Thanks in a...
Hi Community, We will be filing our Q2 10Q with the 2020 Taxonomy. If we file an 8K before the 10Q, does the 8K need to be in 2020 Taxonomy?
Hi, this should be easy to find and yet I can't seem to find it. Rather than merging into blank columns or shrinking the font, I would like to wrap the text in a table that I have in presentations to allow it to be narrower. I can't seem to find...
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...