We usually send a review of our quarterly and annual SEC filings to a limited group of finance team members (the "finance team review"). Once we have addressed the finance team comments, we sent a review of the same document to a broader group of...
We have several tasks that have a preparer and an approver. Is there a way for approvers to see tasks in conjunction with the preparer? Or will they only be allowed to see the task once the preparer submits it for their approval? It would be benef...
Hello, We are currently working on establishing a connection to Databricks using the HTTP Connector within Chains. We have successfully configured the HTTP POST node to connect to Databricks and receive the access token in .txt format as part of ...
Are you ready to build a polished, fully on-platform designed report end-to-end in Workiva? In this cohort-style learning experience, you’ll take a plain, unstructured report and transform it into a clean, professional, review-ready deliverable - ...
We need our users to link text from documents we don't want them to edit (i.e. they don't own the source documents but must link text from these to other documents for consistency). Currently users with View only access can't create source links. ...
📆 Date: Wednesday, January 28⏰ Time: 10:00 am - 11:00 am CST🌎 Location: Virtual About this Event I officially invite you to join us for our next Beverage Break event on Wednesday, January 28th at 10:00 am CST as we discuss the topic Filing ...
On December 18, 2025, the Holding Foreign Insiders Accountable Act was signed into law, eliminating the Section 16(a) reporting exemption for Foreign Private Issuers (FPIs). This may impact your filing requirements and we’re here to help. What Thi...
We have a 163 page document with SVG images. The SVG's include 300dpi photos in order to output a high quality offset print at the end of the project. When we output a pdf with a image resolution of 96dpi a 100MB file is created. This can not be e...
Hello Workiva Community! 👋 We're excited to announce a major upgrade to how you manage your company’s request for fonts to be added to Workiva. We've launched a new, direct path for your font requests! ✨ What's New? If there’s a font your company ...
Mike Davis (Workiva) Our finance team requires automated, repeatable delivery of complete Trial Balance (TB) data—including zero‑value intersections—into the Workiva Wdata platform to support accurate financial reporting and reduce manual ...
📆 Date: Tuesday, January 20⏰ Time: 10:00 am - 11:00 am CST🌎 Location: Virtual About this Event I officially invite you to join us for our next Beverage Break event on Tuesday, January 20 at 10:00 am CST as we discuss the topic Carbon - Gett...
hi, is it possible to add history of any changes related to a sheet? currently we have history tracking changes in a cell and spreadsheet, can we add another tab between spreadsheet and cell so that we can see who make certain changes to a sheet o...
Last year our team didn't use the 2025 CDP tool in the Sustainability Explorer as it wasn't launched in time for our full project timeline. However, this year we want to use the 2026 CDP tool in the Sustainability Explorer. We have the 2025 CDP r...
Designed Reporting is evolving, and we’re excited to introduce a new pilot cohort learning experience that helps learners build skills with clarity, confidence, and momentum. Learners will now move through a more connected, blended learning journ...
We are pleased to announce that we have added support for the 2025 NT20 taxonomy for the template based Netherlands GSR solution for micro and small entities. For filers already utilizing the template functionality with the 2024 NT19 taxonomy, a t...
It would be very helpful to be able to export our 10-Q/K in .docx format with comments included in the export. Currently it seems it is only possible to export a document with comments included as a pdf. We are currently having to manually add eve...
Our newest course, Building Chains, is now available! This 20-minute course will walk you through seven foundational chain commands and events. Check it out on the Learning Hub or the Partner Resource Library! If you’re brand new to Chains, we rec...
I'm sending a list from workiva to snowflake to in a chain. These are used as for filtering down so they are meant to go into an IN() function. The problem is if I send the through as one text I get message back from snowflake that the object exce...
Hi everyone, I recently built a chain in wdata to automate the preparation of a monthly journal entry using transaction details from a group of excel files created by a third party system. The chain then automatically uploads that journal entry t...
how do i ensure the same background image appears on every right hand page of a section?
Throughout the year our Customer Support team remains committed to providing you with 24/7 global assistance. As you plan ahead for holidays, our team is here to help. To ensure you get the assistance you need, please note our channel availability...
On January 26, we are releasing a significant upgrade to our public API and launching a new, long-term API versioning policy to ensure stability, reliability, and continuous innovation. API release and new versioning policy On January 26, 2026, a...
This FAQ addresses common questions regarding the transition and upgrade process from the 2022-01-01 version of the Workiva Platform APIs to the upcoming 2026-01-01 version. General Information What is changing in the Workiva Platform APIs? The 20...
On December 22, 2025, the SEC has scheduled an update for EDGAR Release 25.4 which will primarily include technical changes. This update will include new validation messages related to the Filing Fee Disclosure (FFD) taxonomy and the reporting ...
HI all, Wishing to add page numbers in the mirrored footers outside the page margin on the right and left pages. We have managed to manipulate the page number to sit outside the margin on the left page. However I am unable to achieve the same posi...
Has anyone developed an effective process for electronically reflecting the tieout of information in WData? There is a "Markup Tool" in the document that contains a tickmark legend and other typical tieout symbols, but it is not available in WDat...
Hello and welcome to our final episode of CPX Leadership Insights of 2025! For this special virtual session, Mike Davis is joined by Matt Bolling, Senior Director of Platform Connectivity and leader of our Global Data Management Practice. In this ...
Hello Workiva Community! We have incredible news to share! Your commitment, engagement, and collaboration have led to a huge industry recognition: the Workiva Community has been nominated for the Seventh Annual CMX Community Industry Awards! We ar...
Hi I'm trying to add a date column in my data by using pipelines. The preview result i'm getting is 46002 which is apparently an excel serial number. I have selected the below parameters including the data type and the format but it's still not sh...
Dear All, Could you point me to an article that explains the various roles on Workiva Internal audit modules. Some examples of this roles include +Dashboard(Full), +Data, +PBC Requests, +Remidiation, +Reports (Full). +Testing etc etc. BR TO
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...
