Can the product development team please add additional character space to the instructions box? We need at least 1,000 more characters space to be able to provide the same level of instructions from the old certification module.
When can we expect the ability to add graphics in the form of .jpg, .png etc to a certification letter template (i.e. a static chart picture or in a letterhead logo)? The old certification module didn't have this functionality and it appears we do...
Hi Scripting early adopters, I am excited to announce awaited updates for Workiva Scripting based on the valuable feedback we have received from our early adopter users. Our team has been working hard to implement these updates, and we are confide...
I'm unable to move tables within a document (can copy and paste but would break existing source/ destination links). Would you please help assist?
📆 Date: July 18 at 1:00 pm CDT⏱ Time: 1:00 p.m. CDT🌎 Location: Virtual https://workiva.wistia.com/medias/1wxni8t1dm About this Event Hello friends! I wanted to let you know about our next Office Hours event we’re hosting here in the Workiva C...
In the permissions settings, it says I'm an owner of Spreadsheet A; however, in the actual Spreadsheet A, the blue bar at the top says "You are a viewer of this sheet. To request edit access, contact a sheet owner." I'm also a workspace admin, so...
Hello folks, will it be possible to make a copy of document file with its incoming connection using Platform API ? has somebody explored this idea before and can share the approach ? in the documentation I can't see any request that makes a copy ...
Hi, Is there a way to set up conditional fields in a form? For example, when a value is selected from a list in a field (such as the status of an Action Plan) other fields appear or certain fields become mandatory depending on the selection made, ...
Hi! We are using the new Processes for our Certifications, however, some users when trying to attach a file to a Certification the system does not uploads the file. There is no error message in the screen. Right now the users have viewer access in...
Hi, We are using the Certification module for the first time and below are the questions for the new certification application: 1. We would like to provide detailed step-wise process to be followed by signers while signing the certificate. Hence, ...
i was told that Workiva will save all certifications to PDF, even those beyond 18 months. Is this statement still correct? Certifications Migration FAQs What happens if I don't migrate? If you opt to never use the self service tool we will proc...
Could new value unit codes be created in the ESG Program for specific GHG metrics? I need the following unit codes: gCO2e/km gigawatt hours megaliters square meters tCO2/USD (in millions) tCO2e/m^2
Hi, Is it possible to use IBM Planning Analytics TM1 connector to connect to Cognos Controller? Br Martin
Hello, I read a post recently about the new binders having a "tabs" feature similar to classic binders to give the ability to organize large volumes of files; I was recently looking and it does not look like a feature similar to "tabs" is availabl...
Hello, Is it possible to send te letters within a process at different moments as it was possble in the old plateform. Meaning sending some letters on week one and once the letters are signed we can send to the next level on week two and so on. ...
Hi! I have a couple of questions - some of which have been addressed in this forum before. As we're about to start quarter-end in a few days, we wanted to confirm before 6/30 a few features that were in the Classic version: 1. Signing without l...
I don't see a "Migrate processes" option in Attachments. Will they be auto-migrated?
Is there way to customize the email, either in bulk or individually, that goes out to Signers when you Run a Process? Currently they all look like this: Julie Walker, You have a certification task to complete. Please review and certify the let...
It would be great if an end user could simply upload a list of pbc requests rather than go through the CSM. When I used Workiva in circa 2018 with a different company this was a request then. Fast forward to 2023, this is still a request now.
I am an org admin and I had chosen to be notified when people accessed our workspace and did certain things within WDesk to documents, etc... I no longer get these notifications and I cannot find where to make the selections. I was informed by cu...
Hi, In the new certification process, under the status we see various color represented, for different activities. One such activity is, when a process is completed 100% the color is Green. We also see a process which is 100% but the status color ...
I've migrated my processes (of which, the more complicated ones have 3 letters, one of the letters will go to each of 122 assigned recipients). I also created 3 groups in old Certifications and migrated the groups. Again all members of a group wil...
Hi there, I would like to point out that the password complexity requirements for our users who do not and cannot use SSO (single sign-on) recently underwent a significant change without any notifications being sent to the admins of the Workiva to...
Hello filing enthusiasts! You may have seen that on June 20, 2023, the EDGAR release 23.2 included the support for new and updated taxonomies, including the 2023 SEC IFRS taxonomy. The Workiva Team is working on adding the SEC IFRS taxonomy to our...
Hi, I am trying to test the new certifications and I am having trouble performing several functions that I was able to do with the legacy certification process. Would someone be able to walk me through the steps to perform the following? 1) After ...
On 8/31/23, where will all historical certifications that are auto-archived be located and can we view it as needed? Is there a way right now I can see closed processes' activities and track report, before 8/31, in the new Certification?
I have migrated my Q1 Certifications but now where to do I find them? I looked under Processes and nothing is listed.
There isn't a delete option and when I highlight the footnote there is no way to delete.
We send quarterly our SOX certification to around 50 signers. The training for the new processes said, I should set up a user group for this. Well, we set up a user group in the old Certification system, I was able to migrate the group, I can sele...
I am in the process of migrating to the new Certifications Process interface. In the old Certifications interface, I was able to copy or "roll forward" a certification letter into the succeeding period without including signers. This feature was v...
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...