Dear Team, we would like to create a Download file with specific comments. Right now, we can either create a file with all (internal & external) comments or without comments. Is there any option to filter certain comments? Many thanks!
I have created a numbered list style. Currently my list is stuck on level 2 whereby the prefix is not linked to the previous level 1 chapter, but is a List Text. This results in my chapter continuing to 2.1., 2.2. etc. What do i need to do in orde...
We are trying something new! A new form of instructor led training! We are going to be launching a Feature Focus session! This is a one hour session that will contain instruction and practice. To register click here! Are you interested in creatin...
In one of our documents, we've utilized a table with cells featuring a background color. Within these cells, we've inserted .png images with transparent backgrounds to seamlessly blend with the cell's background color. However, upon exporting to a...
When exporting the PPT slides, the white portion of the slide doesn't extend to the footer. See below for the image, the slide size is the same for Wdesk and PPT. .
Is there a way to make superscript in Chart title in presentation? Thank you
We are excited to announce the release of Workiva's latest Local Taxonomy capabilities - Germany XML and Netherlands XBRL support for Micro and Small entities. These capabilities are designed to assist you in creating and filing local statutory ...
Hi, this is the first time we need to call external api, may you guide me?
Great news! The 2024 annual taxonomy update is now available in the Workiva Platform and has been enabled on all FERC-related Workspaces. This new taxonomy is effective for first quarter 2024 filings (for Forms 1, 2, and 6) as well as fourth quart...
Please join us for Accelerate 2024: Lead the Change. On April 24th in Singapore from 2 to 5:30 pm, we’ll dive into how professionals like you can benefit from taking a proactive stance on regulatory strategy, data management, collaboration and te...
Is there a way to reassign a signer to a certification letter after a process has run. Sometimes I am told the original signer listed is no longer responsible for a particular activity and I am asked to reassign the action, not add an additional ...
I am trying to design a solution for automatically retrieving ESG metric data from a source system (using the Data Management Suite) that can identify adjustment/restatement situations. I.e., historical source data may change without notice, and I...
Is there a way to adjust the numbering of sections in bulk? For example, I have a document with subsections 4.1.1 - 4.1.30. I have inserted two new sections above Section 4, now that I need to update those subsections to read 6.1.1 - 6.1.30. Is th...
Along with the recent EDGAR update on March 18, 2024, the SEC published the EDGAR XBRL Guide which outlines their use of the XBRL specification for Calculations version 1.1. This specification provides an improvement on reporting calculation incon...
We're pleased to announce that the Compliance Manager: Getting Started course is officially live! Find it on the Learning Hub using the search field or by browsing the Getting Started catalog. Take yourself on a tour of the Workiva GRC Compliance...
In early April 2024, the Workiva Platform will be updated to include a new German XML capability that enables Global Statutory Reporting (GSR) Customers to generate XML for statutory reporting purposes. The new German XML capability will be releas...
We are happy to announce that the following SEC Taxonomies are now supported in the Workiva platform: 2024 U.S. GAAP Financial Reporting Taxonomy (GRT) 2024 Closed-End Fund (CEF) 2024 Executive Compensation Disclosure (ECD) 2024 Variable Insuranc...
Hi, Is there a way to import a file into Workiva as 'values only'? We often have complex formulas in our files or formulas that are pulling from external sources, so when we upload to Workiva we receive '#SHEET' errors in our cells. We were wonde...
Hi Is it possible to create multiple schedules for a single chain such that each schedule is executed using a different set of chain variable values? Crude example:Schedule 1 Use chain using chain variable value = 'A' Schedule 2 Use chain using ch...
📆 Date: Thursday, March 28⏰ Time: 12:00-1:00 p.m. EDT🌎 Location: Virtual About this Event This month we’ll be offering a bonus Beverage Break session on Building Better Charts. We’ll talk about the outcomes we want our charts to show, as we...
I am using the Update a table's query dataset as a chain (Update a table's query dataset as a chain – Support Center (workiva.com)) and I get an error in the Download query results block. The error is as follows: Error running query: object Id siz...
In 2022, when Workiva was initially implemented at my company, they were using it as a sharepoint to sign off on completed tasks (not using the tasks feature in Workiva, just using a spreadsheet). They stopped doing this because multiple people we...
I am new to the Workiva Section 16 filing platofmr. Can someone please advise how I would create a Form 3 with no initial beneficial ownership? In the platform I used previously, we simply left the Form 3 blank and the SEC populated the "Remarks" ...
📆 Date: Thursday, April 4⏰ Time: 2:00-3:00 p.m. EDT🌎 Location: Virtual About this Event Businesses have witnessed a profound transformation with increasing awareness and concern from stakeholders surrounding sustainability factors. The U.S....
We are having multiple issues with delayed refreshing and page not responding when using documents in Workiva. If the issue was one user, I would think it's a cache and cookie issue but this is happening with multiple users.
The Accelerate roadshow is a series of free, half-day events for Workiva customers and prospects to get the expert insights they need to be proactive, effectively manage data, unite teams, minize risk, and lead the change at their organizations....
On March 18, 2024, EDGAR Release 24.1 introduced changes to revise Chapter 6 of the EDGAR Filing Manual and introduced a new EDGAR XBRL Guide on sec.gov. This update also includes validations based on FASB’s 2024 Data Quality Committee Rules Taxon...
Long story short, it looks like when I have a percentage in a table, when it's right aligned, there is an extra space between the last number in the percentage and the percentage sign. Doesn't matter if there are decimal points after or not, that ...
Hi, can you tell me how an admin can remove accidental changes to a spreadsheet or document? In the old days of section locking, it used to be quite straightforward to remove or share changes to unlock the section. We have a situation whereby on...
We like the ability to directly create metrics from the ESG Explorer (when identifying a disclosure requirement as material, e.g.). Right now, when one creates a metric using this approach, the new metric is created with a generic name (like "(Top...
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...