Including Q&A and convos about comments, reviews, attachments and digital tie out (aka Binders)
Is there a way to use contents from a binder as support/attachment for a tie-out?
It would be useful to have blacklines with authorship, shows who made the changes. Would also be useful to filter changes made by person on blacklines.
Hi! Will binders (digital tieout export) be available for other solutions anytime soon? It will make the export process so much easier and less time consuming!
My hope for ticking out documents in the system was to be able to tick the document once and then not have to re-tick out that document in the following year (just update any items that were added or deleted). Can you add the ability to copy tick ...
I was using the markup capability and I like the fact that I can tick out a document in the system. However, it is frustrating that sometimes when I'm clicking into the markup items, I click into editing the underlying document itself. I'm somewha...
Will there be the ability to markup a document without editing it? We have people who tie-out disclosures, that have view access only to the document. We limit the editing access in the documents since we don't want them to change the wording. Is ...
We are beginning explore electronic tie outs in WDesk. As I opened up the markup feature, I notice that the number of tickmark options is very limited. Is there any functionality to add more tickmark options than the standard ones in the screen sh...
We have recently started using attachments (both pdf documents and Excel spreadsheets) in our 10-Qs and 10-Ks to simplify the review process. However, the system seems to be slowing down considerably and has gotten somewhat glitchy (links not upd...
Why does the report from the review function show all pages and not only the selected sections, when you select specific sections. The report currently contains all pages, but should only show the ones selected visible.
We will be new to using attachments in Wdesk and had a few questions. 1. Can you submit attachments to a document where the submitter only has "view only" access to? 2. Is there a way to print the section of the document and the attachments in th...
Is there a way to change the color assigned to a user for Authorship purposes? We have two primary users currently working in Workiva, and the colors assigned to us are virtually the same, which makes it nearly impossible to see which user made w...
We send our auditors the latest document via the send for review functionality. It save us time if we could include attachments and allow reviewers to open and download support files from here. Hence auditors would be able to download the support ...
Wondering if any of you used the "Send to review" functionality to their auditors? Any lessons you may want to share? We've been fine sending the clean pdf and blackline to them and they comment in the pdf. Our current process is working, but if y...
If I send a document for review to Person A, B, and C, and if A leaves a comment, can B and C see their comment? Is there a way to restrict this so each reviewer can only see their comments and my responses?
We roll forward our documents to produce our statutory financial statements and MD&As. However, there isn't an option to delete all comments in a document so that we can start again. Resolving isn't as effective because we can't filter on resolv...
Hi, it would be great if Workiva can improve the process around disconnected comments. We have easily 100 users actively working in the Annual report document in Wdesk. If a user makes a comment and another user updates or deletes the text where t...
Hello :) I'm looking to change our current paper tie out support binder to an electronic tie out support binder by using attachments. 1) Does anyone have any best practices or suggestions for me? 2) It looks like the attachments are ordered alphab...
I have a quick question around Wdesk comments and how the email notifications work with regard to the user making the original comment. Besides tagging myself (similar to CC'ing myself on an email I am sending so I get a copy back) is there any wa...
Hello, Apologies if this has been answered already but I was wondering if there is any way to change the frequency of the automated notification emails received when someone mentions you in a comment in a document/spreadsheet? Rather than printing...
If a comment becomes disconnected, and not re-connected to a memo, will it still print in the pdf export when including comments in the pdf?
It appears there is a new feature where replies to comments will notify the person who commented, does anyone know how to modify this (e.g. turn it off). There are some comments where we type "Updated" and then click resolve just so that we know t...
When a comment is made on a document, someone else can review that comment and the text/cells that it is attached to in the live doc by using the "jump to location" button. This 'jump to' includes specific cells within a table. However, if reviewe...
Hello, Since we are in the final lag of reporting, when I copied from the previous year audit documents, I left the comments in the documents. The help desk provided a resolution of creating new copies without the comments. The process will be too...
Due to complexities of our anual report and varied styles, we currently need to have it broken down into multiple Wdesk documents. This presents an issue becasue we would like our reviewers to review our annual report as a single document. Could w...
Is there a way to delete comments that are all resolved? We typically have a few comments for future filing period but it is cumbersome to go through and delete each one individually. It would be great if there was a feature that allows you to bul...
The following feature enhancement was suggested by a fellow Workiva customer. If you too would like this feature, vote it up or let us know in a comment below and we’ll get your feedback connected to our Product Team as well. I have created a bl...
After a document is sent for review, is there a way to share changes with the reviewer in response to their initial review comments? Do I need to send them another review task?
Hello In the next gen, when we create an attachment on certain text, it highlights light orange. It is absolutely difficult to find each attachment because the color is so light. Can your team please look into this to make it better? I have so man...
I've got a user who collects commentary from a bunch of different business units and then pastes those items into a final document in Workiva. None of the individuals commenting are in Workiva for anything else, so it makes sense to keep that coll...
My team is experiencing an issue where some users are not able to add comments within our document. When the users select text and right-click "add comment" is not an available option. Have other users experienced this? Both users who experienced ...
