This blog originally appeared on Workiva.com on Sept. 17th.In a new milestone, the first multi-document Inline XBRLTM filing to the U.S. Securities and Exchange Commission (SEC) has been submitted using the Workiva connected reporting and complia...
In the classic version of docs you can pdf an entire folder, so it includes the 10Q and exhibits. Is this available in the Next Gen Docs?
Attention SEC filers! We wanted to make sure you’re aware of some recent proposed changes to SEC password length.Proposed changesRecently, the SEC released a draft of EDGAR Filer Manual (EFM) version 34, which details proposed changes to password ...
I created a template using Presentations so that we can be consistent with company standards. I inserted a link to a spreadsheet where I have our Legal Disclaimer (that was a suggestion from the hands on at Amplify in TX). It looks good in the tem...
Is there a project panel coming for next gen? Didn't see anything on the transition page for this feature. It seems that i still have to open the classic (flash) editor to see the panel that shows all the documents in a project.
Hello, I was wondering if there is a way to add line numbers to a blackline for review and then to save as a DOCX instead of a PDF? I know we can add line numbers to documents (Classic) and if I'm not mistaken, this feature is not available in Ne...
We are looking for integrating Wdesk with Tableau so that data from workiva can flow in Tabelau as a data source and dashboard can be created.
Detail within the activity listing says "{'department': {'new': u'Finance', 'old': u''}, 'username': {'new': '', 'old': '}, 'solution_list': {'new': [u'SEC/SEDAR Reporting'], 'old': []}, 'title': {'new': u'Senior Manager', 'old': None}}. Is the u...
Hi, I am trying to make a left indent on the second line of text in a table cell. See that the name "169 Inverness Drive West I & II" was transitioned from a Classic Document and the second line has an indent. But the name "GSA Professional Offi...
Can you believe it, Amplify 2019 is here and gone! Personally I had a great team connecting with attendees at the Amplify Expo and the evening events. And wow, Sal Khan's speech was amazing, inspiring and funny. And what a booming voice!If I had t...
This blog originally appeared on Workiva.com on September 12, 2019 Over 2,200 accounting, finance, and compliance professionals gathered in Dallas for Workiva Amplify, the annual Workiva user conference. And they left with one concept on ...
Hello, I am looking for help to adjust the table size to align the table to the left. It was fine when the file is under "classic" doc; however, when it's translated to "Next gen" document this quarter, some tables are not left indexed properly a...
Does anyone utilize certifications for controls owners/process owners to certify attributes related to IPE? If so, can you provide the questions you ask?
I am trying to add vertical text to a Next Generation Presentation. I want to have the vertical text to section out a flowchart.
Hi everyone - I'm looking to see if there's an easy way to identify and download a list of "transitional tags" and/or concepts that contain "implementation notes" used within a SEC filing. Our team recently learned that we used a tag in a filing t...
Ability to create source links in a document that includes text and amounts that are linked. Would allow us to link sections of MD&A to the press release that we want to be consistent rather than having to copy and paste from one to the other and ...
Day 2 is wraps now and I'm still reliving the great times had. Keynote mentionHopefully you were able to catch the keynote, either in person on the live stream, because the Workiva Community had a nice plug from our VP of Customer Success Penny As...
That's a wrap! Amplify 2019 has officially started and day one is in the books. I just capped off an excellent welcome reception with attendees at the Connected Resources booth, and though my voice is a little worse for the wear, it was great show...
Is there a way to run spell check for the entire document? Instead of having to do it section by section?
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Is it possible to have a "pattern fill" in addition to color on a given series within a chart?
We need a good way to run blacklines between documents that are not available in the history. For example, we provide our Board a blackline of Q2 current year to Q2 of the prior year. The only way for us currently to run a blackline is to downlo...
I'm trying to ascertain the possible risks involved with tagging our documents and what, if any regulatory penalties can/will be associated with improper tagging (ex: not using the correct concept for a specific number or what ratio of custom tags...
Hi all! We are just days away from the conference now and if you're anything like me, you're just burning with excitement!Who's all attending?So who's all attending? I'm going on my 5th year in a row. Are there any out there who have been to every...
I am trying to see if Data Validation is something we should be using. Any guidance or advice is much appreciated.
Is there a way to add colors to the custom format in the Alternate Row Fill option? I would like to add a lighter gray than is currently offered.
Hello, and welcome to the Workiva Community. First off, I wanted to say thanks for joining. It's great to have you. To get started, let's take a quick tour of the site. For a video tour, click here. Accessing and editing your profileBy default, yo...
Spreadsheets - exporting to EXCEL
I'm trying to debug a formula (cross sheet, same file) that should be returning a date but it keeps giving me "null" in the target cell. Same behavior with =match
Hello,Is there a way to view documents across three monitors, similar to how we're currently able to drag a second document to view them side-by-side on two monitors?Also, is the possibility of multiple browser instances still in the works?Thanks,...
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...
Ready to own your Sustainability Program roll forward with total confidence? We know that rolling forward your Sustainability Program and Carbon data means managing a lot of moving parts at once. To help keep things organized and ensure nothing ge...
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 ...
Designed Reporting has evolved! Draft to Delivery: A Designed Reporting Journey is a connected, blended learning experience designed to help learners build confidence using Workiva’s Designed Reporting tools to create polished, profession...
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...