How do we upload another and/or a renewed User Token to Workiva after the delegation phase is completed? I don't see a place in Workiva to add another User Token or provide an updated User Token once a CIK has been delegated to Workiva. I'm the Wo...
In the United States, California is leading the charge to fill the void left by the now-failed SEC Climate Rule with its new groundbreaking climate disclosure laws SB 253, SB 261, and SB 219. If you're curious about the practical implications of C...
📆 Date: Tuesday, April 29⏰ Time: 1:00 pm - 2:00 pm CST🌎 Location: Virtual About this Event I officially invite you to join us for our next Beverage Break event on Tuesday, April 29th at 1pm CST as we discuss the topic of Data Collections. Duri...
Is it possible to enhance the wording and visual of the wording regarding no replying to Workiva notifications? We include it in our customized text, but still have users replying to the notification emails. Ideas make wording more clear (This is...
On top of the first of five Amplify registration giveaways, we're excited to again offer another way you can attend Amplify on us. How's that, you say? It's as simple as giving a shout out to your awesome Professional Services Manager (or PSM). Fr...
Within Chain Builder, there are a few terms that are important to understand when creating Chains. Let’s define those terms and their use cases in one place to help simplify things! Be sure to check out Common Data Management Suite Term Definition...
On top of the first of five Amplify registration giveaways, we're excited to again offer another way you can attend Amplify on us. How's that, you say? It's as simple as giving a shout out to your awesome Customer Success Manager. From now until A...
Welcome to our first of five Amplify 2025 registration giveaways. To be entered into this drawing, simply add your response in the comments below. This year’s Amplify Americas conference is being held in Washington D.C., a famous city with loads o...
NO PURCHASE NECESSARY. The Workiva Community Amplify Americas Registration Promotions (“Promotion”) are a trade promotions open to all legal residents of the 50 Contiguous United States and the District of Columbia who have reached the age of maj...
Hello, Is there a way to create task process that are tied to individual test of controls? Thank you
Amplify is the conference that unites accounting, finance, sustainability, audit, and risk leaders. Across three days and 50+ sessions, Amplify brings you exclusive insights, practical advice, and best practices for your most important work. Bu...
Within a certification process, when adding a person to "Send to" a drop-down list of names populates, and I am able to search for/select the recipient from that list. Where is this drop-down list linked to, and how can it be modified? For example...
We are getting an "Update connection" error in our outgoing connection to another workspace. We have checked the permission on the sheet and we are owners of the sheet. Do you happen to know how to fix this?
The client we are working with does not allow external connections to access their corporate environment. To comply with this restriction, we need a solution that enables data to be sent directly to Workiva, without requiring the platform itself t...
✅ Identifique quién debe estar autorizado a presentar presentaciones ante la SEC en su empresa ✅ Todos los administradores y usuarios que procesarán presentaciones deben obtener credenciales de cuenta individual de login.gov ✅ Inicie sesión en ED...
I know there is an option where a certificate gets routed for approval. This is great for a 1:1 relationship.However, is there any option to where the same certificate gets sent to three people, then it gets routed to their manager? so a 3:1 relat...
Check your calendars and get ready to join Workiva's Product Enablement Instructors in a live class over the next few weeks! Here are the upcoming sessions that currently have space to register: Deep Dive Classes (2 hours)Explore an array of fea...
Hello!Is there a way to add headers and subheaders into presentations? I cannot find this setting or anything that indicates that it is possible. Thank you in advance!
The Data Quality Committee (DQC) approved a new round of DQC rules for Version 26. The effective date for these rules will be for filings submitted on or after April 15, 2025. The DQC plug-in tool has been updated and released in the Workiva platf...
You find yourself drowning your inbox during the review process? When we chat with customers about optimizing their workflows, we often hear that the review process can be painful when done outside Workiva. Luckily, Workiva offers two powerful fe...
I am attempting to create a range link from a table within a document rather than a spreadsheet. I am able to successfully create the range link; however, when I go to paste it within a table of another document, I am not prompted with the range l...
When bringing in an image from Word or Excel or a picture, the result within Workiva is blurry. I have looked at other posts and made sure that it meets the pixel and DPI requirements that were listed but it is still blurry. Are there any other ti...
Workiva Amplify delivers exceptional thought leadership for attendees who are hungry for best practices and perspectives in the field of accounting, finance, sustainability, audit and risk. This is your chance to take center stage! We’re looki...
My org would like anyone included on a specific request whether it be a creator or assignee to be able to reopen the request even it it has been completed. My understanding is that currently only Request owners, assigned reviewers, and Data Admins...
On April 3rd, 2025 FERC announced the release of the 2025 taxonomies and as a result the 2025 annual taxonomy update is now available in the Workiva Platform and has been enabled on all FERC-related Workspaces. The new 2025 taxonomies are required...
When: Thursday, May 15 | 12:30 p.m. ET Location: Mercedes-Benz Stadium | 1 AMB Dr NW, Atlanta, GA 30313 Ready to tackle top issues as a team? Whether you’re preparing for the next big disruption or just keeping the wheels on the bus, you don’t hav...
When: Tuesday, May 20 | 12:30 p.m. CT Location: Soldier Field | 1410 Special Olympics Dr, Chicago, IL 60605 Ready to tackle top issues as a team? Whether you’re preparing for the next big disruption or just keeping the wheels on the bus, you don’...
On April 3rd, 2025 FERC announced the release of the 2025 taxonomies and as a result the 2025 annual taxonomy update is now available in the Workiva Platform and has been enabled on all FERC-related Workspaces. The new 2025 taxonomies are required...
When: Tuesday, April 29 | 12:30 p.m. CT Location: The Star (Dallas Cowboys Training Facility) | 5 Cowboys Way Suite 125, Frisco, TX 75034 Ready to tackle top issues as a team? Whether you’re preparing for the next big disruption or just keeping th...
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...
Big news for your Scope 3 reporting! Hybrid Calculation Method V2 is now live in Workiva Carbon for Categories 1 & 2, delivering higher data quality thresholds, direct insight into raw CDP source data, and flexible version control across your repo...
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...