Looking for information on connecting MS SQL Server to Wdata using Wdata Chains. Thanks.
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We have several instances where we need to print/export a 10-Q/10-K document after it's been filed but without the page numbers included in the footer as well as a TOC link in the header. Is there a workaround or ability to print our documents wit...
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Hi Mike Davis, I have migrated to the new taxonomy, asked my auditors for their preference on where to tag and have the 3 new tags applied. Now that I'm working through overall XBRL, I have a question about the "Report of independent registered pu...
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Copying entire excel spreadsheet from Cell A1 and pasting into another excel spreadsheet into Wdesk?
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Hi Team Is it possible to copy the entire excel spreadsheet from Cell A1 and paste into another excel spreadsheet into Wdesk? I do not want to sync the file. I am able to copy and paste few sections at a time from one excel to another excel into W...
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Hi Team, I have the Workiva chain with Workiva Bizapp with client ID say "XXX" which was running fine in the month of Jan,2022. Same chain , with same client ID is not working now, says Invalid Client ID, error in authenticating. Is there any rea...
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How can I add a symbol (e.g., up arrow, down arrow) in a spreadsheet cell that contains an existing formula.
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Is there a way to resize text boxes within Audit Procedures?
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It would be useful if we could add text (linked or not) over an inserted shape or image in Documents, similar to the capabilities available in Presentations. Is this in the pipeline of future developments?
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Will there be the ability to markup a document without editing it? We have people who tie-out disclosures, that have view access only to the document. We limit the editing access in the documents since we don't want them to change the wording. Is ...
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Changing link
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I have a link in a FN (cash) that is currently a source link. This number has been linked to other parts of the document already, however it shouldn't be a source link it should be linked to the main F/S (balance sheet - cash). If I change the c...
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How can I hide the footer on the first three pages of my proxy document, including hiding it at the bottom of the Table of Contents? Thanks.
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The EDGAR system and SEC mailroom will not receive, process, or accept test or live filings today, February 21, 2022, in observance of a federal holiday (Washington's Birthday). EDGAR filings that have already been posted to the website will be ac...
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Curious what others are doing to maintain the underlying support for 10Q/10K footnotes. I am just getting up and running with W-desk to prepare my SEC filings. My pre-Workiva method for preparing the footnotes was to maintain a series of Excel wor...
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What's the best design/configuration for Quarterly PBC Requests e.g. application's user access reports/outputs and certifications/reviews? Audit Program - SOX <Year> Test Phase - Q1, Q2, Q3 or Q4? Control - Control ID for the SOX App/System's quar...
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We've been trying to use the local file sync functionality and have run into various issues. Is there anyone using the functionality in their program?
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We are using the Two Column format throughout our document but it appears that the two columns are forced to be spread evently (width wise) throughout the page. Can we modify the column widths so that the first column is rough 1/3 of the page and...
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Hi, I recently found out that you could add superscripts to spreadsheets via the Symbol function. I was wondering if the superscripts could be done more easily via a superscript function rather than having to go to symbols. If not, was wondering i...
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Hello, I am working on filing 4 different 10-K's that have a lot of common language amongst all 4 entities. I have created a base template and created source links around the common language that will not be unique to any entity (which is a lot of...
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Does anyone know what FERC accounts would be used to classify an electric vehicle charging station? We're thinking an account in the 360s, but we wanted to see if anyone else had experience with this first. Thanks!
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How can we migrate tables and queries to Production Workspace from a lower workspace?
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Starting next week, Workiva will be kicking off a bi-weekly series of FERC Webinars! These webinars will be utilized to discuss the latest and greatest FERC news and updates. Each webinar will last approximately 60 minutes. Below are the dates of...
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What axis and dimension do I use if I have a % rate change that needs to be all tagged with the same date, but I need to add a dimension (? not sure what dimension) and a member that includes year 1, year 2 and year 3? Thanks!
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Is there a limit to files uploaded via the Runtime File Upload node? I have a file that is 26meg and it rejects it. It isnt that big of a file, has anybody else encountered this?
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Hello. I am using the footnotes feature within a table in a Next Gen document to create references (there are over 15 foonotes). I know that when I hide a row, the footnotes are dynamic and hide the related footnote and updates the order of number...
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Hi, I understand there is currently no functionality to Save As a Word document and include comments and track changes. I know it is possible in PDF but this would be really helpful if this function was available in Word. Can you advise if this ...
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Hi all! As posted here, the SEC plans to implement a change to EDGAR filing websites (EDGAR Filer Web and Online Forms) on or about April 4, 2022. The change requires EDGAR filers and filing agents using third-party software, such as Workiva, to a...
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We are working to set up our data in Wdesk and are trying to plan ahead on how to handle secondary controls. Does anyone else renumber secondary controls when they change their risk profile? If so, what format have you used for control numbering...
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