Would it be possible to add a feature where you can select a word from a paragraph in a table cell and place the comments on it and not the entire cell?
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Office Hours: Roll Forwards
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📆 Date: Tuesday, August 15th⏱ Time: 1:00-2:00 p.m. CDT🌎 Location: Virtual https://workiva.wistia.com/medias/xyqkfdgl3x About this Event Hello friends! I wanted to let you know about our next Office Hours event we’re hosting here in the Work...
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Hi there, I need Long Upper $-Billion - is there any way to create this other than using Suffix? Can this be added to the dropdown?
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Looking to create a stacked bar chart like the above, but cannot get multiple data sets to stack on top of each other when there are two "columns" of data in the same area.
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In the new certification process, we would like to have the status chart to reflect the real-time sign off status when multiple signers are assigned for one document in one step. In the example below, I have 4 signers assigned to one doc in one s...
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new certification process
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Hello How do I create a new process, without migrating an old one? In the old version, I would send out letters to three different groups as part of one certification process. Now, I have to create three different certification processes but I can...
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Can the program be updated to select specific years for uploading in Workiva Sync? In Wdesk Sync, it was easier to locate the file to upload if we opened the spreadsheet, while in Workiva, click on recent files and locate the specific file easier....
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Hello Team, I am calling API “ Return Data From a Region” API using Postman. So basically I have a sample spreadsheet on the workspace where I have read only permissions and I am trying to read the content of the spreadsheet using Postman, so wha...
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Si utiliza las Normas de la Junta de Normas de Contabilidad de Sostenibilidad (SASB, por sus siglas en Inglés) para informes ambientales, sociales y de gobernanza (sostenibilidad, por sus siglas en Inglés), ahora puede encontrar en el Explorador d...
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We used to be able to export all our certs in one step to see it in one package. Now, best I can tell, we either have to export them all individually, or export a CSV file which is good for a log, but not for auditors. Please advise if I'm miss...
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Cannot see a way to change the organization time zone to use anything other than UTC. I have contacted support and they are looking into it. By the way, I know I can change my local time zone, but we need to change it for the organization to mat...
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What folder is my document in
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Hello, Is there a way to tell what folder a document or spreadsheet is housed in other than searching through various folders?
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New Certifications Processes
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Good morning. Couple of Questions: 1. Is there a way to delete old certification processes? I created three test processes after migration, and now I don't need them and want to remove them from the Processes listing. 2. Is there any more informat...
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We have certifications going in the new process and have run into an issue. For one process, all people that will sign have completed it, but the process is not marked complete as one person did not sign. We do not want to delete the action becaus...
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My boss is the only approver for certification tasks and we are finding that when the activity shows a task was completed and autoapproved, the approver is notified, by she isn't seeing any email notifying her of anything. She has checked junk fo...
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Greetings, I sent out a request to the Assignee for evidence. The Assignee sent the evidence to me directly outside of Workiva. I am able to upload the files into the request, but I am unable to close the request. Suggestions?
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In the new Certifications experience is it possible to approve on behalf of the signer? I had a signer had an access issue and certified outside Wdesk. Since I can't change his status from "uncertified" to "certified" in Wdesk, I had to remove him...
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Mark As Signed
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Is Mark As Signed functionality available in the new Certification/Process experience?
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In the new Process/Certifications experience is it possible to change the approver once kicked off? I had an approver leave and it is stuck in limbo now. I have read that the classic certification had a Is Mark As Signed option, does that still ...
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What exactly is Table metadata
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Hi, I am looking into chain implementation and I am confused about the data the metadata function gives me. is there a way to get file IDs of table imports through this command?Thanks
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On July 25th, the Canadian Securities Administrators will be introducing SEDAR+ (more info here). This is a new way to submit Canadian filings through an online portal at sedarplus.ca instead of a program installed on a user’s computer. This is a ...
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When I save a spreadsheet into .xlsx format, there are some "@" signs in the formula which gives #VALUE error in Excel. How do I save the file to avoid this issue? Formula on Wdesk: Cell output on Wdesk - error due to formula not supported by ...
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I am getting the error that the total value does not match XBRL-calculated weight, however the total that it is saying is wrong includes a concept that is not showing up in the calculation report (even though it is included in the calculation for ...
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Hello Team, Is there a way to add a new certifier to an already running or open process?
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Hay una actualización importante para la transición a la nueva experiencia de la Sección 16. Workiva está retrasando la migración automática de la Sección 16 hasta el 1 de octubre de 2023, para que nuestro equipo tenga tiempo de crear característi...
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¡Oigan todos! Les traemos una actualización sobre un par de funciones que están disponibles a través de la cejilla “Tareas” en la pagina de Home. Creación masica de tareasEsta característica permite a los usuarios crear una misma tarea para múlti...
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¡Hola, entusiastas de la automatización de Workiva! Nos complace anunciar un nuevo lanzamiento relacionado con la experiencia de “Recopilación de Datos” (Data Collection) que permite automatizar el modo de entrada (activar o desactivar) con solo c...
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Is there an article, post, training, etc. that shows the pros, cons, differences, etc. between using Connections and using Source and Destination Links? We use both in our workspace (for spreadsheets, presentations, and documents), and I'm curious...
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Hi, We are making financial statements and a bit of discussion, loosely based on a 10-Q format, but it isn't a 10-Q. Because of the reason we are creating this document, I have to add XBRL. However, if I choose a 10-Q as a document type, it want...
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I am sending out a certification but noting that two of the recipients are listed as 'Error: Signer/Approver(s) not in account'. What does this mean? How do I fix it?
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