Hello everyone, Is it possible to create a form similar as Google Form inside Wdesk?
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multiple users edit overwirte each other?
Con risposta
When multiple users edit in a excel workbook, such as filter for a specific column, can the predecessor's filter action be replaced by another people's filter action? Does workiva has the same function as excel to only see mine?
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Deleted comments
Con risposta
If you deleted comments from the live document does it also delete them in the Review file where it was orginally placed?
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In presentations, is there a way to see who resolved a comment? We can see who authored the original comment but there is no history of who resolved it.
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Comments in review file don't appear in live version
Con risposta
We made a review file. Our auditor made comments in the review file, but those comments file don't appear in the live version. Can this be fixed?
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New "Overlay" in documents
Con risposta
I may be missing it, but isn't the newly announced Overlay functionality in Documents just another way to turn on Authorship within the right-side History menu?
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As a primary reviewer I love the ability to create milestones and then compare different milestones to easily see what has changed with the blackline feature. It makes the revision and review process so much more efficient and gives me a greater ...
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My favorite feature is the mark up feature in documents, I look forward to seeing it in presentations hopefully in the near future.
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We love the Slack integration for task notifications, but noticed there's no trigger for tasks that have been returned. How can we change that setting?
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Assigning preparers and approvers to multiple sheets
Con risposta
Is there a way to assign process preparers and approvers to multiple sheets within a workbook without having to create a process (content request) for each sheet?
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Process preparer and approver in the same sheet
Con risposta
Within the same sheet I have a couple preparers (Assigned to) who also have to review others work (Approval by). Does this create conflicts with how processes (content requests) assign permissions? Especially since I have it setup as all actions r...
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When attaching a file to a Workiva file (Document/Spreadsheet/Presentation), is there a file size limit? If so, what is it? (The only two mentions I find of attachment file size seem to be in other contexts: Certification module: attachment file s...
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Tabs in New Binders
Completato
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...
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Hello, everyone! We have decided to give users a little more time to get used to the new binders product and are waiting to deprecate all classic binders until June 21st. Also, this week we will be releasing the ability to send a binder for revi...
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Blackline authorship requested - again
Completato
Again, this would be immensely helpful and I have never received a good reason why it isn't being implemented. The number of steps to go through to confirm who made a change in the blackline, given the other functionality obviously available with...
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So thankful for the cut, copy and paste functionality added to the document markup function. Thank you for providing this. https://support.workiva.com/hc/en-us/articles/15898538790676-Release-Notes-May-15-May-21-2023
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We prepare memos for the auditors which include Attachments that are uploaded into the Document. However we are not seeing the Attachments come through when sending a Review to the auditors.
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Hi, I received the email from the preparer when his financial was done in Wdesk. I then added my review comments to the financial. Instead of "manually" emailing the preparer about my review having been completed, I can't seem to find a button i...
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No tab structure/hierarchy in next gen binders?
Con risposta
Hello, We've been using the classic binders for a couple years as a repository for our electronic tie out support. With the retirement of classic binders coming soon, we were looking into migrating to the new platform. However, I don't see any w...
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I know this topic is out there, but maybe Workiva could do something like this that wouldn't be recreating the proverbial wheel. At this point, within History which shows versions, you can also turn on Authorship. I suggest when a blackline is ru...
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Hello, Workiva Classic Binders users! My name is Mallory Earll and I’m a Senior Product Manager here at Workiva over the Binders product. I wanted to provide some additional detail to the messaging you received within the Workiva platform. Due to ...
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Hi Team, I wanted to know if Wdesk has capability to capture the questionnaire document where users can work collaboratively and answers multiple choice - questions with radio buttons/checkboxes. Please help. Regards, Rahul U
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Blackline authorship
Completato
Maybe I'm missing it, but I don't see a way to view authorship for blackline changes. I can see authorship for document in the history area, but this appears to be a useful functionality missing in WDesk. Please advise if underway, or if I am no...
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Digital Tie Out Features
Completato
We try to maintain proper segregation of duties when it comes to preparing the 10-Q/10-K and then tying it out. It would be great if the digital tie out feature would allow someone to use the mark-up mode, but not have access to change the informa...
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I am trying out the Markup feature and I like it however, I have noticed that whenever I am putting a Line or textbox on top of a table, it seems to crash my browser and is making me refreshing the screen. Not sure if anyone else is experiencing t...
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Reviews with attachments?
Completato
Just starting to use attachments to support my 10-Q and have a few questions. 1. Can you send a review out to auditors that contains the related attachments? Wanting to send them a pdf of our Q with the attachments (no comments and at a point in...
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Hello, Currently whenever there are new comments or make changes to comments, there will be notification every time which is quite a lot. Is there a way to customize this setting?
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Hello - in the future, could you consider giving a choice on how often the emails notifications for the outline label changes go out? For example my manager may prefer to receive just one email summary at the end of the day vs 10 separate emails t...
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I really like the new function that was released where you can drag the rows and columns to reorder in your table, but they don't show up in the blackline that there was movement. I know it's not exactly "new" information that was added, just the ...
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It would be great if there was a feature to make a comment private (i.e., only those tagged can see it). We usually let our auditors and others have view access to our document so that they can provide comments directly in Wdesk. It would be nice ...
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