I want to be able to output a report which shows all the comments made on a document, including resolved comments. Is this possible ?
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How does one view all prior year SOX workpapers in Workiva?
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We added an image in the header. Its a table in the header and we added the Company logo in one of the cells. But now when we export the FS in PDF version, this image shows a border even though there are no cell borders in the document. Any one kn...
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Date 📅 Thursday, January 27🕒 2:00-3:00 p.m. EST WATCH ON DEMAND Join us as Rick Wright, author of Agile Auditing: Transforming the Internal Audit Process, and Ernest Anunciacion, Workiva’s own GRC expert, as they exchange thoughts on the bigges...
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On December 2, 2021, the SEC issued amendments to finalize the interim rules on “Holding Foreign Companies Accountable Act Disclosure.” Included within this final rule is the requirement for SEC iXBRL filers to use the latest DEI 2021 Q4 taxonomy...
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In Next Gen, there is an option to copy a document to a new folder...or to copy all documents from one folder to another. Is there a way to copy multiple documents to a new folder without having to copy all of them? For example, a folder contain...
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Where you have the same date linked to many places, can you make it line break differently in the various destination links, or is it always singular to the source link format? e.g. if I wanted to break "years ended December 31, 2021" after "ended...
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We can enter multiple lines within a single cell of a Spreadsheet by hitting Alt-Enter. The same is true in an embedded spreadsheet. However, that apparently is not the case when editing a cell in a Test Steps and Attributes table. If this is t...
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I successfully used the Make Directory in File Utilities When I try to copy files to this directory, I get these errors. I cannot find any guidance on how to use the copy connector.
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I have a set of excel files that are being delivered to an SFTP folder. It is a very simple process where the excel files are converted to csv and written to specific sheets in wdesk. Only the first line in the excel file is being converted, every...
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When I format a spreadsheet and upload it as testing support in Wdesk the formatting does not stay. For example, I changed the color of the font for the first 5 rows of my spreadsheet to red and bold font and made the columns larger so I could see...
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Are there any plans to add the ability to monitor all Wdesk processes and status' in one place?
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Power Point Graph
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We have a graph in a power point presentation that incudes a graph with data labels. We are having an issue where the data label is stacked and it looks wonderful in wdesk but when exported to a power point we lost the second line of the data labe...
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Hello experts, We recently got license to Wdata and officially are planning to integrate our source system data with Wdata. We made a decision to leverage public APIs. Majority of the ETL work is done on our on-premise systems and we are looking t...
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I have downloaded a .txt file from the SFTP server. My task is to convert this txt file into csv file so that I can add a header row and upload the file data in a table.
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On December 20, 2021, the SEC filed a complaint against five Russian nationals alleging they stole corporate earnings announcements by hacking into the systems of two U.S.-based filing agent companies. Workiva was NOT involved and our customer’s d...
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Hi, I'm aware that there's a page that describes most of the Workspace roles, but there are a couple that are not mentioned. Can someone clarify what the following roles entail? + Dashboards ( Full ) + Data + PBC Requests + Reports ( Full ) + Tes...
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❄️ From our Workiva family to your, we hope everyone enjoys a restufl and happy holiday season! ☃️
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Hello Workiva Filers! This year, the Christmas and New Year's holidays fall on the weekend, and as result the federally observed dates are the following Monday. And a reminder that effective last year, Christmas Eve is also an observed federal hol...
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Over the holiday season, our fabulous Customer Support team will strive maintain 24/7 access globally. While Dec. 24, 27, 31, and Jan. 3, 2022 are observed holidays, our team will be still available 24/7. However, there will be limited access opti...
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Hi, just wondering if anyone has tagged the derecognition of ROU asset/liability in the past? Not sure which tag to use, if there are any appropriate USGAAP ones available. Thanks
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Hi, Currently, when users want to make bulk changes in the platform via search and replace, they have to search the entire range and press "replace" once for each cell to be changed. This functionality is very inefficient, Workiva should have a "r...
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Setting up a process
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I want to set up a workflow 'process' for the stat accounts. The numbers are prepared in a spreadsheet linked to a document. There is a first review in spreadsheets and a second review in the document. Presumably I cannot set up a task where the ...
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Hi, When I exported the file, I have to change the page layout section below. I was wondering if it is possible to save my own export options. so I dont need to adjust it again when I want to export the same file.
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I was hoping to remove the old Power of Attorney forms associated with our current filers as well as for the inactive filers. I have tried deleting them through the supporting documents section. However, I keep getting a message that the support...
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Enjoy this new, updated all-in-one 2022 SEC Calendar of Filing Deadlines Designed for public companies required to submit filings to the U.S. Securities and Exchange Commission, this calendar highlights key SEC filing deadlines at a glance. Now yo...
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Task is to pull the latest file from a table, and upload it on a sftp server in .csv format. List File command lists the different files present in the table (imported or staged) but the task is to pull that latest file with data and then upload i...
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We have recently started using attachments (both pdf documents and Excel spreadsheets) in our 10-Qs and 10-Ks to simplify the review process. However, the system seems to be slowing down considerably and has gotten somewhat glitchy (links not upd...
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https://workiva.wistia.com/medias/4xplem843b About this webinar As the FERC XBRL® mandate deadline is almost here, Workiva understands this can be a busy and stressful time. Join several of our Energy experts for a webinar that will help give you ...
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Though slightly improved from 2020, I think many of us would say that 2021 was just "ok". Each month seemed to add a bit more normalcy, coupled with some of that pandemic flare. Still, though, there were plenty of bright spots this year both for t...
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