***The following should be considered before building a designed 20-F to the SEC or when utilizing the same document to produce a 20-F and designed ESEF filing. More info on dual filing can be found here, as well as instructions here. Designed R...
***Not sure what Dual Filing is? See this post for more information, and this post for any considerations. Setting up the Document in the Workiva Platform If a document is created in the Workiva Platform, we must ensure the type is set correctly...
What is dual filing? Dual Filling means that you are submitting a filing to both the ESEF regulator and the US Securities and Exchange Commission (SEC). Each company’s process differs and there is no single best practice. However, here are some...
One of our colleagues is not able to use the Workiva Sync add-in. It states an "ADD-IN ERROR" saying that there is no permission to use the add-in. This person does have access to our Workiva workspace and the old Wdesk Sync worked fine. How can w...
Hello, We are using the workiva process functionality to collect internal support, and some of the people who provide the support aren't frequent workiva users. Is there a way to mark an action complete on their behalf? We want to maintain them a...
Nos complace anunciar una nueva capacidad que le permite crear varias solicitudes a la vez. En la página Solicitudes, hay dos opciones enumeradas en el menú Crear: Crear a partir de existente Crear a partir de una hoja de cálculo Seleccione crea...
How can I select only certain cells of an Excel sheet if I do not want to sync the entire sheet with Workiva Sync?
Hi My organization doesn't have a homogeneous control environment, so the current folder structure in the Testing Experience isn't suitable for our way of working. Would you have anything in the pipeline to enable sub-folders in the Testing Experi...
When generating an API Grant, it's important to keep in mind several leading practices. In this post, we'll be discussing the use of Integration Users, which is a highly recommended practice. API Grants are used with the Workiva Connector, Workiva...
Dear Workiva, Our Assignees to certify a letter don't log in to Wdesk. They receive a notification email with the link to certify a letter. Using the classic Certification process, the signers were able to generate the PDF letter report using the ...
Dear Workiva, Our letter assignees requested to have the save draft option before submitting or certifying a letter. The assignees requested to be able to take online or on a PDF draft their responses and share them with their managers for discuss...
Dear Workiva, The new Process-based solution does not allow changing the submission due date of a single letter of the process. Requirement: Process creator should have access to revise/ extend due dates at the letter level. Thanks,
📆 Date: Tuesday, October 17th⏱ Time: 1:00-2:00 p.m. CDT🌎 Location: Virtual https://workiva.wistia.com/medias/ci0kg4ppae About this Event Hello friends! I wanted to let you know about our next Office Hours event we’re hosting here in the Wor...
Can Workiva add the Price Excel formula to Spreadsheets? If not, is there anything similar to use?
I have had multiple signers that had partially completed their certification and when returning, none of their responses were saved. However, I have had signers that have had their work saved when closing out of the certification. Is there any rel...
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...
I want to link a value from a Note (sign is positive) to an EBITDA calculation (sign is negative). Is there a way to change the formatting in the linked cell?
I ran a few test processes for the new certification procedures, but I do not see an option to delete them once completed. Is there a way to remove these test processes?
Hello Community, Can someone share API details to read the document ( not spreadsheet) from Workliva?
Separate from the email bundling, I understand that there are standard jobs that predefine when task email notifications are sent to task assignees. What are the current timelines/frequencies for these notifications? For example, there task assign...
It would be great if we could import offline comments into existing documents (for example, import it into a certain "milestone" version and have it post the comments live in the appropriate section, even if the document has changed since that mil...
I know there is currently functionality to print files with comments, but it would be great if we could choose which comments print (for example by label or by person who posted).
Is there a way to do a mass backup of the chains in an Environment. I know I can export 1 chain at a time, but I would like to export all of the chains. I'm working on a Disaster Recovery plan for my company.
About this Event: New mandates and increasing investor expectations have caused a paradigm shift in corporate reporting. Now’s the time for unifying as we steer the next wave of change. Accelerate Sydney gives finance teams an opportunity to come...
We would like to publish our press release that is built out in Workiva through business wire
I am trying to reference global parameters in the function run query. Under type, it does not have global parameter. When I try to recreate the parameters, I do not have a value so I put default value. That is what is listed in the global paramete...
This blog originally appeared on Workiva.com on September 15, 2023. The Workiva Customer Award celebrates the outstanding achievements of companies who have leveraged the Workiva platform to foster collaboration, enhance transparency, and lead th...
Could a UNIQUE or DISTINCT function be added to spreadsheets to determine the unique values from a range of cells?
Hi, We received a copy of the SEC Sample Comment Letter on XBRL. It is given in the below. SEC.gov | Sample Letter to Companies Regarding Their XBRL Disclosures[1] Below is one of the point from the letter. We note that instead of using an XBRL e...
Hi anyone know how could I create a text box with background colour on workviva document? It seems like the only way to do this is by creating a table and merge all cells into one, but it is harder to edit the text this way. Does anyone know this?...
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...