Written by Steve Soter. SEC filing pros may not get into the trenches in the proxy preparation process yet, but as the document grows in size and complexity, some general counsels are turning to SEC filing teams for tips on streamlining the compl...
WATCH ON DEMAND Key Takeaways As energy companies prepare to meet FERC’s XBRL® requirements, hear from peers about how they’re evaluating XBRL software and service vendors, what capabilities they’re seeking, and what steps teams are taking to e...
I need to increase header size, the header description doesn't fit in the default one. Please provide steps to increase the header length.
I imported a word document. Everything imported as one big section. How do I separate the document into sections in Workiva platform?
Hello When I download the 10-K in Word and 'enable content' to save the file on my desktop, the check marks on the Cover Page go away. In other words, only empty boxes shows up. Would you know why that is happening?
Hi - is it possible to create a user report that shows users in the Workspace, and details what folders they have access to and what level of permissions they have for each folder? This would be extremely helpful for controls or access to confiden...
We are excited to announce that ALL Workiva customers have been upgraded to our next generation cloud platform! The Workiva Cloud Platform allows for rapid development and deployment of new solutions and capabilities, enabling organizations aroun...
I'm working on Q1 and don't want to delete YTD tables that are not needed in the first quarter but will be in the later quarters. Can you make only parts of a section non-printing as it doesn't look like hiding an entire table is possible? If you ...
Hi All, We just encountered an XBRL validation error that we haven't seen before: "Concept is a child of itself." Wondering if anyone has seen this one and know how to resolve. The error description says "A concept in the outline is a child of its...
Hi, I am in a group that is owner on a file but I can't edit that file. I see the prompt that I should ask one of the owners to give me edit rights. But I am already an owner on that file. Please advise. Thanks,
We include pages with images in our annual report/Exhibit 13. In Classic, I could upload a PDF of the pages, then perform some steps and would have the pages in my Exhibit 13 Edgarized/searchable. How can this be done in Next Gen?
I have three related questions: - In Wdesk, if I have several spreadsheets each with several sheets, each with several Wdata Connections, is there a way using Chains to enumerate all these Wdata connections and auto refresh them? - In Wdata, if ...
Is there a way to set up conditional formatting between spreadsheets? Not just within the same spreadsheet?
I'm having trouble with the formatting of footnotes. Some seem to have the tab spacing and alignment locked so I cant adjust. This means lots of work adjusting to find consistency and its not a style i want.
Hello fellow experts, Is there a way in Next Gen to squeeze one extra line to previous page, without making the fonts smaller to save spaces? It's on our cover page, and I need to add one more item. I noticed there was a way in Classic document to...
Will Workiva be updating the DQ Company templates for the new iXBRL requirements, namely the IcfrAuditorAttestationFlag? This would be very helpful. I see the old links to these templates do not work anymore.
While doing a healthcheck on our 10K, we received the message "Footnotes and XBRL can't be used together in the same document". All we did was use the footnote feature to add a footnote in our MD&A section (not even a section that has XBRL tags). ...
Now available through February 2021, both live and on-demand demonstrations from Workiva experts give an introduction on how to use products on the Workiva platform. Live Demos Follow the links below for more info on the live version. Workiva Pla...
Is there a way to link page numbers in presentations? If not, that would be a useful feature when you are referencing a certain slide but that slide number may change as slides are removed/added in the presentation.
I need to generate a list of entries in a table, and based on the value in a specific cell in a spreadsheet (which I can read), I need to generate as many instances of rows (with different content). Say the cell had a value of 30, then I need to ...
I'm finding I don't love the layout of ours and that they're difficult to follow, have some unnecessary fields, have some redundancies, and it's just time for a refresh. I was curious if there are any folks out there who have found their layouts t...
I really like the way in which I can customize the form templates in the DATA experience. Only problem is -- all my changes are not applying to the forms -- even after I publish. Is there something I am missing?
Maybe I missed it - but there does not seem to be a way for me to run a report on the amount of time spent on a project for the month of January. I can accumulate time by person and by project -- but I can't accumulate time by project by month. ...
It is incredible time consuming to have to change permissions for each individual file within a folder. I need to give 2 individuals owner permissions to all 30+ files within 1 folder. Apparently, in addition to granting folder permissions, I hav...
On January 25, 2021 the Data Quality Committee (DQC) updated their rule plug-in tool for the latest set, round 14, of data quality validation rules. New rules are effective for filings after April 30, 2021 and updates to existing rules are ...
Hi, I was reading with mixed messages about "IcfrAuditorAttestationFlag" tag for 2020 10K. I read the latest EFM and Edgar release 20.4, it stated that "IcfrAuditorAttestationFlag" should be included in the 10K cover page. As such, I believe th...
When will the in-line track changes feature be released? It is frustrating to only be able to view deletions in the side panel. We were told Q1 2021, but is there an exact date?
Hello, I noticed that sometimes when I try to make a copy of a document, an entire folder where the original document is saved is copied. Then, when I try to delete the new copied folder, I am unable because I don't have access to some of document...
We have duplicate attachments within multiple sections of our document that I would like to 'merge' so that all our tieout references will reference a single instance of the attachment and remove the remainder. It seemed like in the Classic versi...
In the new "next generation" it is no longer an option to export a milestone to word (or at least we have not figured it out to date). Only way have been able to guarantee milestone PDF and milestone Word document are aligned is to kick everyone ...
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...