Including Q&A and convos about comments, reviews, attachments and digital tie out (aka Binders)
When rolling forward and copying a folder (i.e. interim period), is there a way to keep the attachment labels in place as placeholders where we can upload new attachments or does selecting attachments keep the attachments from the previous period?...
How is your team collecting supporting documents from external sources and partners for metrics and datapoints throughout your financial statements through workiva? We currently utilize Content Requests but wish for a more user-friendly way to co...
Wanted to see if there were any best practices for integrating tie outs into workiva for use as a deliverable to auditors or other reviews, especially in the case of MD&A. We currently maintain a manual workbook for our tie-out of MD&A figures but...
It would be helpful to have the ability to customize comment labels, similar to the current functionality to customize outline labels.
Is there functionality in place today to keep the Markups in the attached document when replaced with a new attachment? I know there is functionality to rollover the Markups from prior quarters. However, when replacing the document with the curr...
The March 1, 2026 release notes included information on a new feature related to streamlined access requests. It says that File Owners will receive the tasks to approve access. Who exactly gets the request? Someone just requested access for a fil...
We recently had to move some tables / narrative to a new footnote in one of our filings - we copy and pasted what we need to move, but it looks like the attachments were not maintained and had to be re-attached. This isn't a big deal, but out of c...
It would be very helpful to be able to export our 10-Q/K in .docx format with comments included in the export. Currently it seems it is only possible to export a document with comments included as a pdf. We are currently having to manually add eve...
hey Workiva team, hope all the best!we would really like a new filter option in the comments where we could filter out the still open but not yet replied comments if you have any further questions let me know, otherwise we are looking forward to t...
Hello everyone, Is it possible to create a form similar as Google Form inside Wdesk?
Currently, when exporting a document to PDF with comments, all comments are included by default — even those already marked as resolved. This can create confusion, especially in collaborative workflows where some comments are meant for internal di...
When multiple users edit in a excel workbook, such as filter for a specific column, can the predecessor's filter action be replaced by another people's filter action? Does workiva has the same function as excel to only see mine?
If you deleted comments from the live document does it also delete them in the Review file where it was orginally placed?
In presentations, is there a way to see who resolved a comment? We can see who authored the original comment but there is no history of who resolved it.
We made a review file. Our auditor made comments in the review file, but those comments file don't appear in the live version. Can this be fixed?
I may be missing it, but isn't the newly announced Overlay functionality in Documents just another way to turn on Authorship within the right-side History menu?
