When we present a slide deck, we need to add things like dates, 'most confidential', etc as footers to presentations. Currently it is cumbersome to add a text box to each slide and link it to a date. Is there a way to add a footer to presentations...
Hi Team, I would like to utilize the Report Builder functionality to create risk/control reports for various risk/control categories and subsidiaries, so I need to filter columns to get the right data. One issue I ran into is that I can only make ...
Workiva's Signature Learning is an advanced training offering that keeps users informed and enabled on the platform's latest features and functionality. Let's look at one of the entitlements included with your access to Signature Learning. As a S...
Hi, how can I prevent XBRL Manager from creating facts? The users have the role XBRL Manager and Editor rights for a document. After tagging, I change the rights for the document from Editor to Viewer, but the users are still able to create facts....
After an upgrade not too long ago we now have 3 tabs in the Link pane that opens when you click on the linking button in the right side pane. It would be great if the linking button in the right pane would take you straight to the Properties tab i...
As a Gold Accredited Solution Provider for CDP (formerly Carbon Disclosure Project), Workiva will provide the content for CDP's 2025 questionnaire in Sustainability Explorer when it becomes available. In the meantime, you can get a proactive jumps...
Upcoming Live Product Trainings Join the Product Enablement Instructors in a live training to level-up your product knowledge and enhance your learning journey. Here are the sessions being held this month:*New session this quarter! Feature Focu...
¿Está listo para formar parte del evento en el que los líderes de finanzas, riesgo y cumplimiento se reúnen para dar forma al futuro de los informes y la gobernanza? 🌟🔹 Descubra conocimientos de vanguardia de expertos de la industria y líderes de ...
Are you ready to be part of the event where finance, risk, and compliance leaders come together to shape the future of reporting and governance? 🌟🔹 Discover cutting-edge insights from industry experts and thought leaders🔹 Connect with like-minded ...
https://workiva.wistia.com/medias/t6pfyka13x
https://workiva.wistia.com/medias/8llbuc9xwq TIME HIGHLIGHT1:00 Agenda1:30 What are Chain Templates?2:53 How to use Chain Templates4:24 Template Documentation5:42 Benefits of Chain Templa...
Is there any way to override the default colors assigned to authors in the overlay? For some reason, the system loves to assign various shades of purple/lavender, and it's not always very helpful in distinguishing separate authors. It's odd, becau...
📆 Date: Thursday, March 13⏰ Time: 12:00 PM EST🌎 Location: Virtual Workiva Customer? Register hereWorkiva Partner? Register here About this event The SEC highlighted the requirement to have a current CCC and Passphrase before enrolling in EDGAR...
If you do need to reset your CCC and Phrase, here’s what Workiva recommends to minimize disruption: Check that your contacts are up to date within the legacy EDGAR profile to ensure the appropriate person gets emails in the update process Keep y...
Tras el éxito de nuestra sesión inaugural de Workiva Admin, ¡nos complace anunciar nuestra primera sesión de Quick Takes en español! Únase a Miguel Arroyo, Analista de Operaciones de CPX, en 20 de marzo a las 15:00 CET mientras Ricky Escobar, Cons...
If you are new to building Chains you may be wondering “what happens after I click execute?” In this post we are going to highlight what you should review after running a Chain. The main area to review your Chain runs and history is the Monitor t...
The SEC adopted amendments in 2022 to help modernize how information is submitted to the SEC with the issuance of the Final Rule for Updating EDGAR Filing Requirements and Form 144 Filings. These amendments include requirements for structured da...
HiI'm trying to insert data from a API JSON response into a SQL table. Certain string properties in the JSON response contains either a comma, pipe or tab delimiter, which breaks in the SQL insert. I've tried removing the pipe delimiter from the J...
I would like to know if the COBIT Framework can be included into the Compliance Manager? Or if there is a timeline for its implementation. I was not able to find any post regarding this. Thanks
Hi We have followed the instructions to edgarize a pdf for our exhibits. However we are getting errors. I understand we have to file to have the pdfs "live" but how do we file if we have errors? Will i be able to file with the errors? Or do we ...
I have created a chain that runs a query and saves the result to a Workiva spreadsheet - that works fine! I would like to save the results of the query (or spreadsheet) to a CSV file and then push it out to an external file system (SFTP/S3/Google)...
We’re excited to announce that the Workiva Platform Training Path (Plataforma Workiva em Português) is now available in Brazilian Portuguese! This learning path helps users access, create, collaborate, and simplify complex reporting processes in t...
Some new developments with EDGAR Next from the SEC's EDGAR Business Office. As found here, if a registrant has not updated their CCC or Passphrase since September 2019, they will need to do so prior to EDGAR Next enrollment. This will likely...
I find it difficult sometimes to copy and paste. I'll copy something and paste it, and it is copying something I had previously copied. The only solution sometimes is to totally exit Workiva and start all over again. Also, is there any feature tha...
Hi , We want to connect our SAP S4HANA On-premise system with workiva, where we want to use CDS View from S4HANA to load data into workiva..? Tried to find some standard document but unable to find how to integrate. Please let me know if anyone h...
I have several chains that run code to gather latest data from datbase, format files, upload files to table, then refresh queries and connections. Can I set up a button or shortcut within my spreadsheets to run these chains? Trying to get more peo...
I have a lot of text within a table cell, is there a way to select a number or a sentence and make it into a source link? This doesn't seem to be the case but I wanted to confirm, in case I'm doing something wrong. Thanks.
I'm having trouble with adding a footnote to a page that already has several footnotes. When I attempt to add an additional footnote, it bumps that section of text and all that follows to the next page. There is space at the bottom of the page and...
Currently, Assignee at step 2 and the subsequent assignees cannot send back the workflow. Currently, there is only 'submit' button for the signers. The signer has to click on modify and add comments in order to return it to submitter. This creates...
Hello, One of my exhibits for my filing renders best as a PDF. Am I able to hyperlink this PDF within my exhibits or do I have to use a different file format in order to be able to hyperlink. Thanks in advance!
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...