Is anyone else experiencing issues with adding a comment to a cell of a table within the new review feature?
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Hello, We are implementing NextGen for Q3 and our process is to send reviews to our external auditors. In using classic, the external auditors permission was always set at "viewer." In using NextGen, can we remove their "viewer" permission and...
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It would be awesome to have an option to attach Workiva documents as support in Support Binders.Edith Li
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Hi Community! Like many of you, my company is just now starting to transition to Next Gen. We've been holding out because our reporting process relies very heavily on Data Collections and Support Binders which still aren't fully ready. Anyway, hav...
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Controlling the commments
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Is there a way to also restrict the comments related to restricted portions of a document, in line with the permissions governing the content?
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Exporting all tasks list
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Hi, Can we export the All tasks as a list in excel spreadsheets? For now I am able to export one task at a time in pdf format.
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I have ~25 spreadsheets where all of the data on these spreadsheets link to one consolidated spreadsheet. Every quarter, areas complete their specific spreadsheet, and I review all of those responses via the consolidated spreadsheet. For this pro...
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Next Gen Comment Scrolling
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The following enhancement was shared by a Workiva user: When reviewing comments in Next Gen, you are required to open each comment individually where as in classic you were able to scroll through all open comments in the document. Including ...
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Hi, I see that I can view all comments in my document by opening the comments panel; however with the numbers in the outline and the grey corresponding dot, I am hoping that there is a way simply to access ONE comment or open and close (not delet...
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When do directed comments get released (ie the emails sent), and where is this timing located? I would like to see if I need to amend this from, for example, at the end of the day as sometimes we need a quicker turnaround. Thanks.
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Resolved comment disappear. Is there a way to find them again or un-resolve them? Fiona
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In Classic documents, we had the option to open the comment in the window that's already open. In NextGen, each comment opens in a new window. When will the feature from Classic be added to NextGen documents?
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No timeline is mentioned for when we will be able to download a document and attachments as a support binder. This is disappointing as we heavily rely on the support binder feature, for both internal controls and providing support to auditors. I...
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Editing the same number/ text
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How does Workiva ensure that two different people do not edit the same number/ text at the same time, now that is no longer 'sharing'?
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We use support binders on Classic Docs and they are fully integrated into our processes. We have been waiting to transition to Next Gen until support binders function optimally. We have been told for over a year that it was coming.... but still no...
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Binder and Next Generation
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I need to create a Binder on one of the projects I'm working on. I know Wdesk has a Binder in classic version, and I wanted to hear from the community on their experience with Wdesk Binder. Also will it be available in next generation? Thanks in a...
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When do you expect this feature to be available in Next Gen? It was available in Classic.
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Using Workiva to prepare and file our documents has been one of the biggest factors in our success this quarter, especially since we are working remotely. Although we have purchased Next Gen, we have not transitioned for two main reasons - blackl...
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Directed Comments to Groups
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Hi, Is it possible to leave directed comments in next gen documents (@Here, @GroupName, etc.)? I believe this was available in the Classic version, but can't seem to do it anymore. This was very helpful when trying to collaborate with my team ins...
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Support binder and footnotes
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Looking to understand when the following features will be available: - support binder in next gen documents - notes sections in next gen presentations
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Our auditors have given us the feedback that it would be very helpful for them to receive an export of our 10-Q/K in .docx format with comments included in the export. Currently it seems it is only possible to export a document with comments inclu...
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Does anyone know how you can reconnect a disconnected comment to a document? There is an option to "Move Comment" in the comment list dropdown but it's grayed out.
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Email links
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Is there any way to send a request or a link to an email that will lead back to a document in Next Generation?
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Adding documents to a binder
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Hi there - I'm pretty new to Workiva so I apologize if 1) this isn't the correct place to post a question and/or 2) this is a silly question: I created a private Workspace with several documents and then created a binder to organize those docs. ...
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Each quarter we go through 3-4 rounds of drafts during our reporting process. Each round entails sending out a Word draft of the report to approximately 175 reviewers throughout the company. The reviewers are given a time frame in which to send u...
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Can I add next generation documents to binders, or only classic documents? Right now, only my classic documents appear (for that particular workstation) when I try to add content.
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Can a "Reviewed" stamp be added to the actual support binder? I would like to be able to send my support binder for review and document who has reviewed it directly in the support binder and not have to open each attachment individually.
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