Is there a centralized listing of formulas to be used with Spreadsheets? If yes, can you please share the attachment or link within Workiva?
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How, if at all possible, could you easily transition from Workbooks to Spreadsheets with having both active? The idea of being able to laterally set up a spreadsheet with our current workbook is appealing. How have others transitioned?Thanks!
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For any of your clients filing with iXBRL, are their external auditors reviewing XBRL as part of their audit procedures?
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I would also love to have the labels in wdesk spreadsheet documents....is that being considered?
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inline xbrl effective date
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Hi, is iXBRL still voluntary at this point or is it effective in 2018?
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We have now migrated to the 2017 taxonomy. With the revision of the use of the Legal Entity Axis in the 2017 taxonomy, I understand that FASB intends that the members specifically named legal entities and not any standard element in the taxonomy. ...
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Freezing a Spreadsheet
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Is there a way to freeze the spreadsheet in Workiva? I know that I can go sheet by sheet and change the permissions to "Read-Only", but is there a one-step way to do it so that no one is able to make any changes to the spreadsheet at all?
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Is anyone using "Workflows" for Audit PBC's? If so, any feedback you can share? I'm looking for a way to gather the necessary PBC its for out audits outside of the usual sharepoint or constant mass emails. Thank you in advance.
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"Keep With Next" paragraph formatting does not appear to be functioning correctly when trying to tie a lead-in paragraph to a chart (in this case, a pie chart). We've tested this several times in a section of our document where we've removed all p...
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An error was generated that states a "duplicate name was produced for an outline section". What are the steps to locate that error - it does not give me a reference.
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Spell check in Presentations?
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Is there a spell check function with Presentations similar to that within the Documents? We've been downloading a PPTX version of a presentation and will then run spell check, but if errors are found, we then have to correct and re-download. Tryi...
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IPE - need field definitions
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Does anyone have field definitions for the IPE document form in the SOX module?
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I recently sat down with your Community Manager Mike Davis and learned what makes this witty Iowan tick, and why he loves Workiva and our customers so much. Read on to learn more about Mike.Written by Mitz BanarjeeI’ve heard you’ve been called ‘T...
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If I want to include my companies website in my filling using www.companyname.com, will this cause a problem with my filing? It doesn't cause a problem in my earnings release, but I wanted to check as this will be in my 10-Q filing.
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One of my staff is unable to view tasks i have created and I want anyone on my staff to be able to view these. In this case it was a population PBC. What do I do to change things so everyone can view these?
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I'm trying to take a Spreadsheet I use in my quarterly project and put it in my annual project (which isn't rolled forward from a quarter). Is there a way to accomplish this? I've tried exporting to CSV and then importing, and while it does bring ...
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I have a question that follows on from the conversation regarding hyperlinking older documents. Is this part of the requirement as I had thought that it is required going forward in 2017, but not back. Thanks.
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Do I need to tag "90 days"?
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In our Allowance footnote we have a table which has a footnote that reads "Loans that are 90 days or more past due....", do we need to tag the "90 days"Thanks!
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Line Wraps
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Please make an enhancement so that the text box for Instructions bigger. When the instructions are more than few lines long they are cut off and therefore not easy to review.
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Any idea when better documentation for the SOX components is going to be made available?
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I approved by PBC and evidence is showing under the sample but the only thing I can do with the evidence is download. How do I open in the viewer so I can mark it up and get this control tested?
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What's a geofence?
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I'm experiencing connectivity issues (like crashing, although usually recovering) when working in documents. My activity log says "Location moved too far (geofence_distance_exceeded)". Please explain how to fix!
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When rolling forward the first quarter 10-Q project, from the previous third quarter project (which seems to be best practice), what is the best thing to do for the MDA as in Q1 the YTD and QTD discussion will be the same but you still need to pre...
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Does anyone know of a Company filing that is already in compliance with the hyperlinking requirement that I could review as an example on the SEC website?
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Inquiry test
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We have some tests which are only an inquiry and i cannot figure out how that id documented in a Wdesk SOX test. Would you upload the file and then document what you did using the footnotes field?
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How can I create a report?
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where are instructions on how to create and or add fields to a report?
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We are new to WDesk and I cannot find instructions on how to set up a test or to create attributes. Suggestions?
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