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How do others work around the following differences between workbooks and spreadsheets? A couple of examples, In workbooks we were able to use multiple formats within one cell. For example, italicizing part of a sentence; bold a word, superscript...
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Is there a way to typset a proxy in Wdesk rather than having to send it to a traditional financial printer to do so?
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Can you blackline a Spreadsheet?
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In spreadsheets can you blackline from one version to another?
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If control wording changes from Round 1 ('R1') to Round 2 - how do you retain the original control wording for Round 1. Ultimately we would like to have the control wording at R1 remain with the testing executed at R1 & the new wording reflective...
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Has anyone had to update SOX control numbers during the course of a year? If so, what happens to the previous control numbers?
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Will conditional formatting be coming to spreadsheets in the near future? Although available on workbooks, there is a preference to have this work in spreadsheets so that the team can collaborate on one doc.
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A few of my tags say 'Frozen XBRL Fact' and are showing in my errors as fact not included in outline. I can see it in the outline, how do I fix this and how did it happen?
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Filing warning about PNG image
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I received a filing health check message about my image file being in PNG format. The image says its a .jpg in my project. How do I resolve?
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We are filing a 10-K and then an S-8 immediately after. One of the exhibits filed with the S-8 will be pulled from the 10-K. Is there a way to link it before it's filed so I can file one after the other, or do I need to wait until the 10-K shows u...
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Note that we are filing a power point presentation, and its my understanding that I should upload it in PDF format onto wdesk. So not sure if I need to add the exhibit number before converting it into PDF.
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Hi All, We are in process of finalizing our SOX build and I have a question regarding the import/sampling functionality within Wdesk.We have users globally with various programs they use for the quarterly self-assessment. My question is, Which fil...
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Fact properties in XBRL viewer
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Certain tables in my XBRL viewer show as whole numbers, versus in millions (as the vast majority of my tables do). I cannot discern any difference in fact properties driving this difference. Can anyone share their thoughts as to how to show figu...
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Curious if there was already a connector made for Access to bypass using Excel as our data sync intermediary. Thanks!
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How do I tag a variable interest rate spread on a interest rate adjustment that does not occur until 2021? We have already tagged the current interest rate spread in place.
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We have two debt redemption tables for different issues. There are large amounts of text and and details textuals between them. Management would prefer that tables are not combined into a single table. Can I use the same level 3 tag on these withi...
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Hi There,We use the wdesk as a platform for our CFO Report Presentation, in this presentation we have a table of contents. Are we able to hyperlink the page/slide numbers to the table of contents? I could not find any information on presentation h...
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When doing our rollforwards we put in XX as placeholders so that it can clearly indicate to readers what is still open. However anywhere that we put XX that there is a formula which is dependent of that amount becomes a #value, there should be a f...
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What benefits ($, time, etc) have companies seen? I'm also trying to understand how it changes the process on the Business Wire side. If you upload using Wdesk does it take away the type setting done by Business Wire and having to review ther...
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We don't see any options other than exporting to excel and formatting the excel file.
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I am a new user and want to create WDesk documents from existing Word documents without retyping.
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We've set up our data collection templates to include all rows/categories in a table that could have values. However, many tables have rows that may be zero on a given quarter. rather than breaking links to the DC templates and deleting the rows...
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Can WDesk create reoccurring tasks? (i.e., having a task run on a set time - weekly, montly, quarterly)
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It has become our goal to attempt to clear as many extensions as possible within our quarterly and annual SEC filings. I hope to gain some clarification on the implications of extensions. For example, is it a better practice to extend a concept or...
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Our internal controls department is concerned with how to explain access for Workiva Support users. If they have access to make changes what controls to we have around knowing if they made a change/altered a document.
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How do you delete a previous power of attorney used in Section 16 filings as a supporting document?
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Does the SEC accept PDFs?
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My legal team has asked whether or not we can file our proxy statement in both an htm and a pdf? Does anyone have any experience submitting a pdf to the SEC? Thanks.
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Hi, I am using the spreadsheets/v1/spreadsheets/{Id}/sheets/{Id}/data API to import the data to sheet from the external data source.I am setting the data in the body of the POST call in JSON format. The import is successful, but he data types are ...
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1) Is there a way to turn on smart quotes in spreadsheet? 2) Is there no way to spell check in a spreadsheet? Thanks!
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