We periodically get questions from our auditors about changes within our SOX environment - for example, creation of new controls, changes in control significance, key reports, or systems. I have seen the 'Data History' report that is available, b...
Is it possible to download test forms in bulk, or export a csv of multiple test forms via API, as well as download all attachments for multiple tests?
Hi, I have a table with two series on x axis and 1 on y axis. The label shows on y axis. however on x asis only 1 label show up. The other lable (heading) doesnt show up at all. Initially it was there, but now i can not see option to enable both...
Hello, In Classic Projects, we can add existing documents to different projects. Which enabled us to work in the same document, even if they're saved to different projects. Do we have something like this function in Next Gen? We have our Press R...
how do we insert special characters in Next Gen, like a non-breaking space?
I no longer want to see decommissioned or inactive controls in my data type view or in control listings, etc. Is there a way to "hide" these controls or make them inactive so they don't show up anywhere? What about deleting them? Rebecca
I am setting up a Press Release. What is the best way to do it? I will need to import excel files, so I will need the spreadsheet, but I will also have to copy over / link to the document.
Hello, i would like to create a connexion to BOX with Wdata chain builder but i have no idea where can i found the properties like the CLIENT ID, Client secret, client ID and entreprise ID. Where can i found those informations ? Thanks for yo...
hello, I did not find a function similar as the name manager from excel into the spredsheet, does it exist ? Thanks for your answer. Rafael
Hi There - I am running into an issue using the "Un-Import File From Table" Command. The chain this command is in, fetches the file ID of the file in the data table (and after using the Array to CSV and an advance query to get the file ID) un-im...
Regardez la vidéo ci-dessous pour en savoir plus sur ce qu'est l'exportateur ICML, voir comment il fonctionne et découvrir les avantages de l'intégration de ce processus dans Workiva. https://workiva.wistia.com/medias/oh5yxwv3jy Cliquez ...
The Measurements Units are locked to the language, which causes is a problem. Our corporate language is US English, but page format size is metric (A4) as are the CI guideline (margins, etc.) Using the English (United States) locale the default M...
Is there still an option somewhere to view XBRL in the SEC XBRL Previewer? Or is this no longer an option?
In a document form, what is the Save As feature used for? The only two options with the save as feature are "New Document" or "Template". Can you just provide more background on those features please. In contrast, what does the export feature do t...
Is there a shortcut to toggle between opened documents(i.e 10Q, 10Q support spreadsheet and Exhibits)
When do directed comments get released (ie the emails sent), and where is this timing located? I would like to see if I need to amend this from, for example, at the end of the day as sometimes we need a quicker turnaround. Thanks.
Are there Excel settings we need to be aware of and set so that after uploading to SOX/Audit workspace the file is displayed correctly in the evidence/markup viewer? Some sheets display fine, but others will display a few columns over a few pages....
Hello, Everytime i want to sync my excel workbook i lost the formating of my file, does it possible to sync my excel workbook and keep the formating of my table ? Thanks for your answer Rafael BOUCHETA HOYOS
Hello, Is it possible to see a history of all track changes that have been accepted and rejected in the past? Additionally, is it possible to turn on track changes just for specific users?
I am editing a document and want to show recommended deletions. Turning on proofreading marks has no effect -- this shows additions and insertions, but not deletions. How do I show deleted text?
Hi, We are currently using Workiva NextGen and have a table in the document with multiple rows that need to be re-ordered. They are currently linked to various spreadsheets and are all destination links. Cutting and pasting prompts me to remove th...
I'm working in the Next Gen and linking cells between the workbook and document. Every time I copy a cell from the workbook and paste/link it in the document and when I return to the workbook, the workbook view is the top of the page and not in th...
When I add a shape to my flowchart, I should be able to type text directly into that shape, however for some reason that is not happening. I cannot add text by double clicking the shape.
I am using WDesk SOX for the first time as a Workspace Owner + Data Admin + Manager role. I received a notification when a tester completed a test, although I am not the control owner, test form owner or reviewer of that test. I am curious what ar...
Is it possible to see the changes made to a document / spreadsheet by specific users?
Is there a way to align a table in a NextGen Document? Before we were able to move the tabs on the ruler and the table would move but now that doesn't appear to work.I cannot get the tables to move at all. Thanks
Is there a functions/feature that provide me with a view or export of a users document permissions and to which groups they belong?
Not sure how to fix import error... DateEncoder cannot convert "2014"Not sure which format to pick for Year column; everything I try fails the import.
Hello, I build a spreadsheet that has multiple tabs and over 400 rows on most tabs. I am currently utilizing source links to grab the lower level data and combine it into summary views in the same file. However, i have reach my "Limit Count Maxi...
I have a cell in a table with some subcell links. For everything to fit in the cell, it needs to wrap. However, the line break happens between a dollar sign and the amount on one of the links (see screenshot). I don't want to put in a hard return ...
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...