After uploading a worksheet from Excel, the Workiva spreadsheet read some cells that did not have values and then overlayed some formulas I had that were only in the Workiva spreadsheet (the excel file is used only as a data input and formulated v...
I made a few changes to a new gen workbook that I do not like. The undo bottom is now greyed out, Control + Z is is also not working. Can I go back to a previous (autosaved) version and delete the current version?
Hi, we just transitioned to Spreadsheets. Looks like "tasks" is no longer there? Previously we use tasks to assign sections to others and also track the completion. I suppose we can use "comments" in a similar way. Any other ideas?
I want to download files FROM wdesk and all the questions I see are how to import/upload TO wdesk or xbrl downloads. I am particularly interested in downloading visio files so I can edit more easily and quickly than I can do in wdesk, but when I ...
How do I add IPE section to my existing contols?
How do you double tag something in Next Gen inline xbrl?
I am syncing in a schedule and I want to use the rounding adjustment column, but I have 5 columns that need to be rounded and then crossfoot. Is there a way to do this where I can round columns 1 - 4 and then ensure when they add across they agre...
I noticed some companies's K/Q's have a quick hyper link at the beginning of each section to take a viewer to the page of Table of Contents on their SEC filings. That makes viewers conveniently go back to table of contents without having to scroll...
We are pleased to inform you that we are focusing our efforts over the next several months towards improving our SOX Test Form experience. Our two primary areas of focus will be increasing performance, and improving the look and feel of our test f...
Is there a way to export a controls report that details the significance (key vs non-key) for each control?
Can I load notification e-mails from a prior filing in the Next Gen Filing window? Or do I have to re-enter all of the contacts in every filing?
Colleagues are making adjustments (e.g., adding/removing rows) to tables in our financial statements, and this throws off the alternating shading pattern. Is there a quick or efficient way to re-establish the pattern without having to manually sh...
We want to copy-paste from Excel to Document without copying the fond and the its size. How to do it?
Is there a feature in the next gen documents similar to the outline label progress indicator in the Documents?
Has anyone been able to setup a filing package for another member of the team in the same workspace to file under the new filing platform?Under the old filing platform, within a project, under the filing tab I could setup a filing package, test fi...
The blog originally appeared on Workiva.com on May 23.Written by Andromeda Wood.New XBRL® mandates have historically resulted in many companies outsourcing their XBRL tagging at the beginning. However, technology has dramatically improved the ease...
Multiple Cells Referencing Same Footnote
I am looking to file a Form SD tomorrow in the next generation documents yet I do not see in the pull down menu on the "Filing" tab on the home screen. Can anyone confirm whether this document is supported yet?
Can I zoom in and out in a next generation document, without using the browser zoom? When I zoom in using the browser, it also increases the size of the document outline on the left and the property menus on the right. I only want to increase the ...
Using spreadsheets, is it possible to use a =Sum formula to add across multiple worksheets?
When transitioning a workbook to a spreadsheet, I am presented with an option to "Transition cross-sheet Workbook links to cross-sheet Spreadsheet formulas." What does this do? I am not 100% confident that I understand the description of this chec...
Is there a way to identify unpublished links in a workbook spreadsheet without opening all the individual workbooks? We make several changes to workbooks that publish to other workbooks and at time creates a situation where that link now needs to ...
I have just transitioned a classic document to a new document and I am unable to auto populate my table of contents. In the Documents, I would add #SectionPage# and the page number would automatically populate. How do I do this in the new document?
Is there a way to view the content of Taxonomy Implementation Notes without clicking into each individual tag? I know you can locate all facts with implementation notes while viewing the document, but from there, you can't actually see what the "n...
I am having a problem linking from a spreadsheet to a doc, but I don't think that data limitation is the issue. It seems to be when there is a destination link vs. a source link. For example, I have a table that has a combination of source links a...
Hello,We are moving a lot of source links from one location of the spreadsheet to another within the spreadsheet to streamline. I followed the direction in this article: https://support.workiva.com/hc/en-us/articles/360046357671-Manage-Source-Link...
Hi, is there a way to identify if the filer is using Taxonomy 2018 or 2019 from iXBRL from the SEC.GOV site? Also, we are arranging an in-house training on XBRL review. Are there materials that you can direct me so I can share some of the best p...
The blog originally appeared on Workiva.com on May 2, 2019.Written by Ernest AnunciacionRecently, The Institute for Internal Auditors (IIA) released their 2019 North American Pulse of Internal Audit report, and it is packed with some actionable ti...
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...
