Laura Arterburn, Senior Director of Reporting and Technical Accounting, Workiva I love the Workiva platform (and I’m not just saying that because I also work for Workiva). In my seven years at Workiva, I’ve been involved with our initial public of...
Is there an option to turn off Variable Width tables in Next Gen Documents? I can't seem to find it in the table settings anywhere.
Hi there - I'm pretty new to Workiva so I apologize if 1) this isn't the correct place to post a question and/or 2) this is a silly question: I created a private Workspace with several documents and then created a binder to organize those docs. ...
I have a table in a Next Gen Presentation that shows data by quarter in columns. The data is always for a 2-year period, so future quarters shown will be forecast. I'd like to be able to set a Conditional Format on the current year columns that wi...
Do Next Gen Documents support .jpeg files? The reason I ask is because I tried to upload an image in a .jpeg format to a Classic document and it was not supported, but in Next Gen I didn't have any issues. I guess the real question is will Edgar r...
We have a waterfall chart that we just want to add a label at zero on the Y Axis (i.e. we don't want any other labels on the Y axis - just $0). I am able to do this no problem when we have an overall increase (Set chart range to $0 to $X, show lab...
We are new to Nex Gen and were reviewing XBRL and the entire section turned green. Anyone know how to fix this?
Great news! We've made it even easier to access and download these reports (and others) via the Compliance Portal available on our website. Not only are the SOC 1 Type II and SOC 2 Type II reports for Workiva available, but many others as well. He...
Hello - I switched a workbook over to spreadsheets and then moved all the source links to the new spreadsheet. I am now having trouble with the following: some of the source links in spreadsheets have superscripts included (for footnote references...
We can't wait to start a new decade! But until then, see what our customers, partners, and employees helped us accomplish in 2019. https://www.youtube.com/watch?v=XOfXcMwCCOo
I've got a number of users who are no longer with my company. They have various roles within my workspace and organization from member / viewer to administrator. I want to delete these accounts entirely, but I'm not sure if that will affect any ...
Hi - I thought I did this in the past and can't figure out how to do it again. I created exhibit 99.2 in presentations and have a spreadsheet linked to it. How do I roll this presentation forward and keep the spreadsheet linked? I tried to save th...
We are trying to link a cell from a spreadsheet to our document that has a footnote notation at the end "Other revenue (1)" and we have "Other Revenue" in 10pt font and the "(1)" in 9 pt font in the spreadsheet. When we link it to the document ev...
This blog originally appeared on Workiva.com on December 12, 2019 For SEC filers, there are several key dates to target in 2020, including deadlines for the next phase of organizations who will need to file in Inline XBRLTM format. To help y...
I am getting a yellow/orange highlight in the cell and a validation message - date/date range for cell is inconsistent with column tag. How do i fix this?
Mike Davis Are tab stops available within tables in next gen Docs? We are working through our annual files that we just converted to next gen Docs. Anywhere that we hadn't touched, the tab stops in tables are working. However, anywhere that we had...
Hello Community! My name is Katie Sanderson and I'm the Product Manager for Content Management at Workiva. We are currently taking a look at the classic functionality that allows users to print a multi-document PDF directly from your classi...
Hello, I've been reading the forums but I couldn't find a solution to the following requirement. Is there a way to be able to Hyperlink a specific page within a section? (not a specific section, I am aware that is possible).
Can I use Bookmarks to hyperlink specific parts within a section?
This blog originally appeared on Workiva.com on December 5, 2019 | Written by Steve Soter If I had a nickel for every time I've heard "our SEC reporting process takes too long," I'd have a swimming pool full of them. Dissatisfaction with t...
Wow! Can you believe that 2020 is just a few weeks away? Seems like only yesterday we were ringing in the new year. You know what they say, though, time flies when you're having fun and the Workiva Community is nothing but! At Workiva2019 was a gr...
Hello! I am wanting to build out a tieout sheet for all related numbers in the audit. Specifically, I am wanting to have a single sheet dedicated to showing that all numbers that are used in multiple areas match. An example of this would be the ...
I am wondering what limitations users have run into by using the Wdesk PBC request area with their external auditors. We have started the process but keep running into issues that we weren't made aware of until it was too late so I am just trying ...
Has anyone heard an update (or information at all) about iXBRL not working on Internet Explorer 11? I know Chrome is the preferred browser for Wdesk, but I still have to use IE for other applications. I noticed at least a month ago that pulling up...
I could swear I saw this topic discussed when cover tagging first started, but I can't seem to find it. So, I apologize if this is a repeat post. On the Form 10-K, in the forms list on sec.gov, under the securities box related to section 12(b), th...
Hi, is there a way to do a find & replace in the documents Next Gen?
Wanted to let you know about a couple recent releases to Wdesk Home, specifically related to file and folder management. Now available is the ability to drag 'n' drop files and folders in and around your Home screen. You can seamlessly drag one or...
Hi! When will the blackline function be available for presentations on NextGen?
Hi, we have always indicated a '0' amount by using $Nil, i.e., changing the format of the link in the written part of the disclosure to write out the '0' as '$Nil'. In Classic this wasn't a problem as the source value for the XBRL was still '0'....
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...