Is there a article that shows step by step instructions to insert a graph.
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Permission Reports
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I found an article about Permission Reports (last updated March 9, 2023), which states it's still in beta testing. Can I get in on the beta testing? And/or is there any guidance on when this feature might be available for use? It would be extre...
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I would like to know how to automatically send a report link in a certification? The report would be one run by each control owner showing the controls assigned to them so they can verify the control is still in operation and control description r...
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New to Workiva? Have new team members that need to learn about Workiva's platform? Get registered for this two hour course! Intro to Workiva basics covers: Roles and permissions, spreadsheets, documents and presentations. This training is not sol...
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DQC error states "user is using the axis RelatedAndNonrelatedPartyStatusAxis. This axis will be deprecated in the 2024 taxonomy and should not be used in 2023 filings. The filer should use the RelatedPartyTransactionsByRelatedPartyAxis axis as a r...
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We are using the ESG Program to store both current and past years' ESG metric data. In some cases, past years' metric values are stored as originally reported, but these values have retroactively changed because of, e.g., modifications to calculat...
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Adding field "In Scope for FCC Review" (same as in control form) that is editable in the test forms.
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In the control forms, there is a field where you can select yes or no under "In Scope for FCC Review". Sometimes when we are testing, we need to double check this, so we would like to have the same field added to Test forms to save us having to go...
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Please rework the way the "My Colors" palette functions. Allow us to add, edit, group, relocate, and name colors in our palette. Additionally, 16 is too limited. Why is there a limit at all? Please look at an Adobe product for reference.
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Comment in the Email
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Is there anyway to see the detail comment over the email when we get the email notification rather than log in Workiva? Thanks,
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https://workiva.wistia.com/medias/e1kzmswqge This blog originally appeared on Workiva.com on September 13 2023. Amplify 2023 is in the books! For three days, Workiva turned Nashville into the epicenter of all things accounting, finance, sustainabi...
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Understanding Roles and Permissions in the Data Management Suite can be a bit confusing. Generally your Roles define what you can do and your Permissions define where you can do it. For an overview of Wdata Permissions: Permissions in Tables P...
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When viewing the attachment listing in a WDesk document or in the Markup Viewer, the only way to see if the attachment is locked is to click on it via dropdown, or see the blue notification in the Markup Viewer.Can we add a lock icon, similar to s...
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With every Workiva FERC Solution, Workiva’s customers are given a chain to help automate the roll forward process. The primary function of the roll forward chain is to take the data from the current year in each report and move that data to the se...
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***The following should be considered before building a designed 20-F to the SEC or when utilizing the same document to produce a 20-F and designed ESEF filing. More info on dual filing can be found here, as well as instructions here. Designed R...
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***Not sure what Dual Filing is? See this post for more information, and this post for any considerations. Setting up the Document in the Workiva Platform If a document is created in the Workiva Platform, we must ensure the type is set correctly...
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What is dual filing? Dual Filling means that you are submitting a filing to both the ESEF regulator and the US Securities and Exchange Commission (SEC). Each company’s process differs and there is no single best practice. However, here are some...
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One of our colleagues is not able to use the Workiva Sync add-in. It states an "ADD-IN ERROR" saying that there is no permission to use the add-in. This person does have access to our Workiva workspace and the old Wdesk Sync worked fine. How can w...
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Hello, We are using the workiva process functionality to collect internal support, and some of the people who provide the support aren't frequent workiva users. Is there a way to mark an action complete on their behalf? We want to maintain them a...
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Nos complace anunciar una nueva capacidad que le permite crear varias solicitudes a la vez. En la página Solicitudes, hay dos opciones enumeradas en el menú Crear: Crear a partir de existente Crear a partir de una hoja de cálculo Seleccione crea...
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How can I select only certain cells of an Excel sheet if I do not want to sync the entire sheet with Workiva Sync?
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Hi My organization doesn't have a homogeneous control environment, so the current folder structure in the Testing Experience isn't suitable for our way of working. Would you have anything in the pipeline to enable sub-folders in the Testing Experi...
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When generating an API Grant, it's important to keep in mind several leading practices. In this post, we'll be discussing the use of Integration Users, which is a highly recommended practice. API Grants are used with the Workiva Connector, Workiva...
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Dear Workiva, Our Assignees to certify a letter don't log in to Wdesk. They receive a notification email with the link to certify a letter. Using the classic Certification process, the signers were able to generate the PDF letter report using the ...
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Dear Workiva, Our letter assignees requested to have the save draft option before submitting or certifying a letter. The assignees requested to be able to take online or on a PDF draft their responses and share them with their managers for discuss...
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Dear Workiva, The new Process-based solution does not allow changing the submission due date of a single letter of the process. Requirement: Process creator should have access to revise/ extend due dates at the letter level. Thanks,
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📆 Date: Tuesday, October 17th⏱ Time: 1:00-2:00 p.m. CDT🌎 Location: Virtual https://workiva.wistia.com/medias/ci0kg4ppae About this Event Hello friends! I wanted to let you know about our next Office Hours event we’re hosting here in the Wor...
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Can Workiva add the Price Excel formula to Spreadsheets? If not, is there anything similar to use?
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I have had multiple signers that had partially completed their certification and when returning, none of their responses were saved. However, I have had signers that have had their work saved when closing out of the certification. Is there any rel...
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We have a usecase where we have created document templates and locked them to the broader group so they cannot mess with the format and structure of the document. However, when they copy the spreadsheet/document (initial viewer permissions) it wil...
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Hi, in the very old Classic world, as a general example, when you linked something (even one link) from a 10-Q to a press release, when the press release was filed, the linked 10-Q would file as well. We caught bad examples of this when a press ...
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