Including Q&A and convos about comments, reviews, attachments and digital tie out (aka Binders)
I would like to export a document to PDF with only open comments; not resolved. Is there a way to pull down a draft with only the open comments and not the resolved comments?
If I send a document for review to Person A, B, and C, and if A leaves a comment, can B and C see their comment? Is there a way to restrict this so each reviewer can only see their comments and my responses?
Hi, it would be great if Workiva can improve the process around disconnected comments. We have easily 100 users actively working in the Annual report document in Wdesk. If a user makes a comment and another user updates or deletes the text where t...
Hello :) I'm looking to change our current paper tie out support binder to an electronic tie out support binder by using attachments. 1) Does anyone have any best practices or suggestions for me? 2) It looks like the attachments are ordered alphab...
I have a quick question around Wdesk comments and how the email notifications work with regard to the user making the original comment. Besides tagging myself (similar to CC'ing myself on an email I am sending so I get a copy back) is there any wa...
Hello, Apologies if this has been answered already but I was wondering if there is any way to change the frequency of the automated notification emails received when someone mentions you in a comment in a document/spreadsheet? Rather than printing...
If a comment becomes disconnected, and not re-connected to a memo, will it still print in the pdf export when including comments in the pdf?
When a comment is made on a document, someone else can review that comment and the text/cells that it is attached to in the live doc by using the "jump to location" button. This 'jump to' includes specific cells within a table. However, if reviewe...
In the classic platform, you could save down a document PDF with specific comments. Basically, if you had the comments sorted by a specific person, you could save down a PDF with their comments only. We need that functionality in the next gen pla...
Hello, Since we are in the final lag of reporting, when I copied from the previous year audit documents, I left the comments in the documents. The help desk provided a resolution of creating new copies without the comments. The process will be too...
Due to complexities of our anual report and varied styles, we currently need to have it broken down into multiple Wdesk documents. This presents an issue becasue we would like our reviewers to review our annual report as a single document. Could w...
The following feature enhancement was suggested by a fellow Workiva customer. If you too would like this feature, vote it up or let us know in a comment below and we’ll get your feedback connected to our Product Team as well. I have created a bl...
Is it possible to export all documents in a project? So if a document and supporting documents have comments is it possible to export ALL comments as opposed to going comment by comment.
I've got a user who collects commentary from a bunch of different business units and then pastes those items into a final document in Workiva. None of the individuals commenting are in Workiva for anything else, so it makes sense to keep that coll...
Is anyone else experiencing issues with adding a comment to a cell of a table within the new review feature?
Hello, We are implementing NextGen for Q3 and our process is to send reviews to our external auditors. In using classic, the external auditors permission was always set at "viewer." In using NextGen, can we remove their "viewer" permission and...
It would be awesome to have an option to attach Workiva documents as support in Support Binders.Edith Li
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.
The following enhancement was shared by a Workiva user: When reviewing comments in Next Gen, you are required to open each comment individually where as in classic you were able to scroll through all open comments in the document. Including ...
When do directed comments get released (ie the emails sent), and where is this timing located? I would like to see if I need to amend this from, for example, at the end of the day as sometimes we need a quicker turnaround. Thanks.
Are the binders available in Nex Gen now? Last I heard they were not.
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?
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...
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'?
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...
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...
When do you expect this feature to be available in Next Gen? It was available in Classic.
Using Workiva to prepare and file our documents has been one of the biggest factors in our success this quarter, especially since we are working remotely. Although we have purchased Next Gen, we have not transitioned for two main reasons - blackl...
Hi, Is it possible to leave directed comments in next gen documents (@Here, @GroupName, etc.)? I believe this was available in the Classic version, but can't seem to do it anymore. This was very helpful when trying to collaborate with my team ins...
