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Numbering notes in the 10Q - Next Gen

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I had to delete note number 2 in my 10K, therefore, needed to update the numbers for all of the following notes. I noticed that the paragraph properties tab on the right panel has an option to "continue numbering from previous item" or "restart numbering". However, when I highlighted the number and clicked on "continue numbering from previous item" nothing happened. When I clicked on restart numbering and changed the number, it changed that number, but none of the subsequent ones. Per a phone call to Workiva support, I was told it must be because I have XBRL tags in each section and I would have to click on each of the 28 subsequent note numbers and renumber each individually. I did this, but it seems strange to me that the XBRL tags would come into play since all notes will have XBRL tags and I would think that the notes would be where this renumbering option would be most useful. Am I missing something. Is this function more so intended for renumbering something within the same section?

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  • Stephanie Hout

    Unless something has changed with NextGen that I missed, I don't think that is what that function is for- I think it is more for when you have bullets/number formatting in a list. What we have done (which is a small time investment up front) is have a workbook section devoted to the footnote organization. One column is the number, one column is the name, and a third column that we link from uses a CONCATENATE formula to combine them into the format we like. Therefore, when we rearrange, everything updates automatically. 

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  • Michelle Redditt

    Thanks for the tip! That is a great idea!

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  • Catherine Alqallaf

    Good idea!  It is faster to update the note numbers in the spreadsheet, and simply publish those changes, than it is to update the note numbers individually within the document text. 

    I am still hopeful Workiva will implement a more comprehensive three way sync solution that enables updating the table of contents (which cannot be converted to destination links because the records are hyperlinked to the document sections), the document outline, and the note titles in a single step, preferably based on the arrangement of the notes within the document (i.e., if I drag a note to a new place within the note outline, I'd like the numbering to automatically update everywhere!)

    https://support.workiva.com/hc/en-us/community/posts/360077608471-Three-way-sync-between-table-of-contents-section-name-and-section-title?page=1#community_comment_19395875151636

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