Is there a way currently to freeze a presentation, document, or spreadsheet from updating links when something is final. For example, if I were to roll forward a presentation (month x +1) that is linked to a spreadsheet with Wdata, I have to pres...
I'm interested in setting up a Form SD filing package in Nex Gen. What is the appropriate reporting period to use in the initial step? Would it be the date of filing? Additionally, if I were to incorrectly select the wrong reporting date when set...
It doesn't seem like you are able to lock sections in Next Generation like you could in Classic. Are there other things that can be done if you want to be in a section and make changes without anyone else being able to make changes as well?
We are currently using document for all our reporting purposes (internal and external). I wanted to know what is additional in presentation which is not available in document.
HI there - through chains I can automatically run a query every day. This same query is connected to a Spreadsheet. Is there a way to have the spreadsheet automatically refresh each time the chain is run to run the query? This way, we dont have t...
Please consider adding a "remind all" function that allows a click of one button to remind folks who have overdue PBC requests. Having to click and remind one at a time is super frustrating and it is not easy to tell which you have reminded and wh...
Hi there, Is there a way to automatically create the table of contents based on the outline?
I am creating an outline and all the main sections and sub-sections have the same headings. Is there a quick way of copy-pasting the same section outline so that I do not have to manually re-type everything?
I am trying to prevent any editing to a spreadsheet that is linked to a filed document. In Classic, there is an option to freeze all filed documents, but I can't seem to find anything in next gen. I see that there is something called "locked" fo...
In NextGen, are you able to send reviews to an established workspace group (as opposed to selecting each individual person to send a review copy to)? I would like to send certain sections of a document to certain reviewers, and a different set to...
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Hi There - I have simple CSV file with a few columns of data on a securities portfolio. Each row is a separate investment security. Each month end the total number of securities changes (and therefore the number of rows changes). I created a ...
In the External Audit Form, files are uploaded to the sub-procedure under different procedure (i.e. Audit Planning, Audit Mobilization etc.). If I don't know whether certain file is uploaded into Workiva, is there a way to search the file without ...
I am getting started in Next Gen documents and have noticed that hard returns entered into cells within tables (so that I am effectively wrapping text where I want it to break into two lines) are showing up as a weird icon that says "LSEP" in Edga...
https://workiva.wistia.com/medias/9jhafd4ify Explore inviting people into your Workspace to collaborate and save time! Looking for Features that Promote Growth?Get Ready to Level Up walks you through taking advantage of new features with links to ...
How can I see the value formats without having to constantly click on it when I go to a new cell. I want the value of the text displayed on the top legend so that I can see if it's thousands or ones or accounting or text. Currently, I click on a c...
Is there a way to wrap text around images? I'm currently using two columns to mimic the effect, but it doesn't look exactly how I want it to. Thanks!
I have transitioned a classic document to next gen document, however I am unable to apply column break to the content in next gen document, my section is a of 2 columns.
I saw the posts regarding blacklines were going to be launched in Q2 for presentations - is it fully functional yet? I'm hesitant to move our external presentation to NextGen without the ability to fully compare versions.
Hi Mike, I’m in next gen. I have a 2 page table, the border of the table title / 1st row is gone on the 2nd page. It shows up on the pdf (very faintly), but reviewing Edgar and Word, it’s no longer there. In Wdesk, if my cursor is on the table, it...
I used to be able to use Alt + ` and toggle between the overlays in spreadsheets. This shortcut isn't working for me anymore and is not included in the updated shortcut listing. Was this removed? If so, why? This functionality was very helpful in ...
Is there not a way to verify XBRL warnings and informationals as correct (such as a false positive on a calculation assertion) in Next Gen like there was in Classic?
It can be, it depends on the company and what you've done in the past. Design is not required for ESEF compliance, however, it does not mean that you have to change your process if you've created a designed report in the past. Check out Jackie Whi...
Is there a way to view an XBRL blackline that shows only the changes in actual facts (not dates) from rolled forward document to current document? We tried to use the blackline this quarter but since it shows the date changes it's not very useful ...
Currently, the linked files report doesn't show the location of where a file might be linked within the document, it just states all of the files the document is linking to. Is Workiva working on updating this so that if there's a file we don't wa...
Is there an Updated DEI 2020 XBRL Taxonomy similar to the US GAAP (Updated DEI) 2019 Taxonomy?
I have tables and footnotes that go across multiple projects. Is there a way to link the tables AND words below the tables so if I update wording/formats in my main project it will update the in the other project?
Is there a way to identify all deprecated tags in one place or do we have to click into each tag to identify whether or not it is deprecated?
How do you adjust the text box and table text box tags when you've added to the footnote or table?
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...