I have a user that the email address was not put in correctly and I am not able to change the email address through the workspace or by editing the member. When I attempt to edit the member, it does not allow me to change the email address, it is ...
Hi, does anyone know if you can copy a table in Next Gen document and maintain all the formatting? I have a table in my document that I like to duplicate in another section. It would be easier if I can copy and paste the table and it would maint...
Is anyone using the state Members to segregate data. If so, which Axis/Domain are you using?
Is there a way to copy an entire section from one document 1 into document 2 (not asking about copying an entire document), other than creating new sections in document 2 and copying them over one by one from document 1?
Public simply means that anyone can access the Workiva Community, like they would other sites on the internet. It also means that the site itself (plus any public content within it) will be able to found via an internet search engine, such as Goog...
Most of the conversations found in the Workiva Community are publicly available. Specifically, that would be any post found in the following topics: Admin, Security & Workspaces All things FERC Amplify Announcements Comunidad en Español CPX Leade...
All of the topics listed below are viewable to members only, i.e. those with a Workiva platform license. They would not be searchable via any internet search engine such as Google. Any post found in the following topics will remain private to memb...
Any information stored about you in the Workiva Community is only accessible through your profile and by default—your profile is not viewable by anyone except you and the Workiva staff. However, once you make any contributions, such as a post or c...
At any time, you can edit the info in your profile in the Workiva Community. To do so, first click on your name in the top right corner and choose My Profile, and then Edit Profile. From here you can edit your profile info, including your Name, as...
The only way to opt out of having your contributions removed from any public topic or post is to delete the content itself. The good news here is as the author of the content, you are able to edit or remove them, if you choose to. To view, edit, o...
How can we set security on the issue forms so the auditee can review and respond but not have access to anything else in the audit. For now, we are exporting the issue to Excel and obtaining responses via email.
Wanted to share this quick hack with my favorite peeps here in the Community. In next gen Presentations, you can quickly insert multiple "sticky" elbow connectors by right-clicking on the connector from the Shape menu. Once this is selected, your...
I think Proxy Statement doesn't need to be XBRL tagged, but I want to double check just in case there are something new. Thanks.
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Date Tuesday, Jan. 26th11:00 am - 12:00 pm EST WATCH ON DEMAND 2020 brought unprecedented changes, challenging the way in which companies meet financial reporting and compliance demands. The inherent risks in traditional, manual reporting process...
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Hi, it would be awesome if we could make comments directly on documents in the audit module, like you can in Sox. Thanks
Can you "freeze" your documents once they are filed in NextGen?
Good morning. Is there a way to export or save or print to Word just individual sections of a document? For example we want to export or save to Word just the sections for our Legal team to review (needs to be in Word so they can edit it) - we u...
We are looking at getting away from emails for requesting/collecting PBCs in the generation of our 10-K. Does anyone have any experience or recommendations on this? We have both SEC reporting and Controls Management workspaces, but we are wanting ...
Join your peers and Workiva product experts to learn how to best leverage the power of Workiva solutions to connect reporting and data within your organisation. Take an in-depth look at the enhanced capabilities of the latest Workiva techn...
I used to be able to copy a project without going into account admin...I would simply find the file on the home tab, click on the drop down for the project, and select Copy. The copy option is not there anymore. Did this function get removed?
Are we able to attach documents in second gen documents?
Greetings, I'm encountering a strange validation warning this quarter that I have not encountered previously, note that this is using iXBRL. "An unexpected error occured, please contact your Customer Success Manager [EFM.6.05.14 hidden-cover-pag...
I tagged the cover page in iXBRL and filed in 2Q19. Between then and now, we transitioned to the NextGen workbook (but not NextGen Docs). That was the only change that happened and now I am getting critical errors on a majority of the cover page...
Is there a way to compare a current 10Q filing with a previously filed 10Q?
I would like to add a few circles and boxes to my earnings release. Can I add that shape and put it over a table?
Is there a hot key or any way to format the text within the test form text boxes to show multiple lines? For example, we have a procedures performed box for each control, which is where we type in the steps of the control. We currently cannot fo...
Hi, Is there a way to set a default font in Spreadsheets similar to setting the default in Excel (for example, I want my font to default to Times New Roman rather than the Arial that is currently defaulting to. 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...