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At any time, you can edit the info in your profile in the Workiva Community. To do so, first click on your name in the top right corner and choose My Profile, and then Edit Profile. From here you can edit your profile info, including your Name, as...
The only way to opt out of having your contributions removed from any public topic or post is to delete the content itself. The good news here is as the author of the content, you are able to edit or remove them, if you choose to. To view, edit, o...
Wanted to share this quick hack with my favorite peeps here in the Community. In next gen Presentations, you can quickly insert multiple "sticky" elbow connectors by right-clicking on the connector from the Shape menu. Once this is selected, your...
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Good morning. Is there a way to export or save or print to Word just individual sections of a document? For example we want to export or save to Word just the sections for our Legal team to review (needs to be in Word so they can edit it) - we u...
We are looking at getting away from emails for requesting/collecting PBCs in the generation of our 10-K. Does anyone have any experience or recommendations on this? We have both SEC reporting and Controls Management workspaces, but we are wanting ...
Join your peers and Workiva product experts to learn how to best leverage the power of Workiva solutions to connect reporting and data within your organisation. Take an in-depth look at the enhanced capabilities of the latest Workiva techn...
I used to be able to copy a folder without going into account admin...I would simply find the file on the home tab, click on the drop down for the project, and select Copy. The copy option is not there anymore. Did this function get removed?
Are we able to attach documents in second gen documents?
Greetings, I'm encountering a strange validation warning this quarter that I have not encountered previously, note that this is using iXBRL. "An unexpected error occured, please contact your Customer Success Manager [EFM.6.05.14 hidden-cover-pag...
I tagged the cover page in iXBRL and filed in 2Q19. Between then and now, we transitioned to the NextGen workbook (but not NextGen Docs). That was the only change that happened and now I am getting critical errors on a majority of the cover page...
Is there a way to compare a current 10Q filing with a previously filed 10Q?
I would like to add a few circles and boxes to my earnings release. Can I add that shape and put it over a table?
Is there a hot key or any way to format the text within the test form text boxes to show multiple lines? For example, we have a procedures performed box for each control, which is where we type in the steps of the control. We currently cannot fo...
Hi, Is there a way to set a default font in Spreadsheets similar to setting the default in Excel (for example, I want my font to default to Times New Roman rather than the Arial that is currently defaulting to. Thanks!
Is there a way for me to circle something in a presentation? I am trying to put a red oval circle around a couple of figures in my presentation. Thanks!
Is there a way to create a blackline with two documents from different projects, i.e. a final Q2 2019 10Q versus a current Q3 2019 10Q? I am on the classic platform.
Anyone every had to redact information in an exhibit? If so how do you proceed?
For those of you preparing and filing your 8-Ks lately, you might have seen an increase in some errors for both EDGAR and XBRL regarding the use of a future date and/or issues with combined 8-K filings. I wanted to take a moment to shed a little l...
Is there a way to add ticks to the zero line on a chart in next gen presentations? I'm able to add these on a chart with a line on the left axis or bottom axis, but not a zero line that appears in the middle of a chart.
Hey, We recently transitioned to next gen documents for our monthly reporting. We have many users that collaborate monthly to populate the narrative sections of our MD&A. Each user has viewer access to the whole document, and then Editor access ...
Is there a way to set the margins when converting a spreadsheet to a pdf? I have a spreadsheet that will fit on a letter sized page if I was able to change the margins. It is cutting off the border on the sheet. I has an inch margin all around and...
Hey, In our MD&A report we have a large table that summarizes our variances for Operating Expenses by a number of specific categories. I created a section in our spreadsheet with 20 rows for each variance category so that we had plenty of lines f...
Attention Amplify 2019 participants: Thank you, again, for attending Amplify 2019! Those of you who requested CPE for these events during the registration process can now access them in Wdesk University. To download your certificates: Click on...
We implemented the TIG for fair value, as part of the 2018 taxonomy migration. I use the All Facts checklist and running into exceptions for the step “Check “number” or “ratio” (e.g., xbrli:pure) unit is only applied to “percentItemType” or “pureI...
We are pleased to share some exciting news about Wdesk. We have been investing in modernizing many aspects of our platform to improve your experience by significantly increasing performance, scale, connectivity, and collaboration. We are also remo...
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...
