I would like to add a few circles and boxes to my earnings release. Can I add that shape and put it over a table?
Is there a hot key or any way to format the text within the test form text boxes to show multiple lines? For example, we have a procedures performed box for each control, which is where we type in the steps of the control. We currently cannot fo...
Hi, Is there a way to set a default font in Spreadsheets similar to setting the default in Excel (for example, I want my font to default to Times New Roman rather than the Arial that is currently defaulting to. Thanks!
Is there a way for me to circle something in a presentation? I am trying to put a red oval circle around a couple of figures in my presentation. Thanks!
Is there a way to create a blackline with two documents from different projects, i.e. a final Q2 2019 10Q versus a current Q3 2019 10Q? I am on the classic platform.
Hi please describe pain points in SAP DM and what led your company to Workiva. Also share what you use in Workiva. We are looking for the ideal connected environment. Thanks
Anyone every had to redact information in an exhibit? If so how do you proceed?
For those of you preparing and filing your 8-Ks lately, you might have seen an increase in some errors for both EDGAR and XBRL regarding the use of a future date and/or issues with combined 8-K filings. I wanted to take a moment to shed a little l...
Is there a way to add ticks to the zero line on a chart in next gen presentations? I'm able to add these on a chart with a line on the left axis or bottom axis, but not a zero line that appears in the middle of a chart.
Hey, We recently transitioned to next gen documents for our monthly reporting. We have many users that collaborate monthly to populate the narrative sections of our MD&A. Each user has viewer access to the whole document, and then Editor access ...
Is there a way to set the margins when converting a spreadsheet to a pdf? I have a spreadsheet that will fit on a letter sized page if I was able to change the margins. It is cutting off the border on the sheet. I has an inch margin all around and...
Hey, In our MD&A report we have a large table that summarizes our variances for Operating Expenses by a number of specific categories. I created a section in our spreadsheet with 20 rows for each variance category so that we had plenty of lines f...
Within Link Properties and then Locations, can the cell detail i.e. C7 be added? Right now it looks like the only way you can see exactly where the link is coming from or where else it is linked is by using the go to link feature.
Attention Amplify 2019 participants: Thank you, again, for attending Amplify 2019! Those of you who requested CPE for these events during the registration process can now access them in Wdesk University. To download your certificates: Click on...
We implemented the TIG for fair value, as part of the 2018 taxonomy migration. I use the All Facts checklist and running into exceptions for the step “Check “number” or “ratio” (e.g., xbrli:pure) unit is only applied to “percentItemType” or “pureI...
Thank you in advance for any assistance...in my version of Workiva, when I got to File>Import, the selection for XLS does not appear (only DOCX, PPTX)...can you please assist?
We are pleased to share some exciting news about Wdesk. We have been investing in modernizing many aspects of our platform to improve your experience by significantly increasing performance, scale, connectivity, and collaboration. We are also remo...
We rolled forward for Q3 and the sheets we had connected in that project are no longer connected. Is there a way to keep sheets connected when rolling forward? Is there a way to delete Sheet Data from the prior quarter? I tried to save the new dat...
Our team is just implementing Workiva now and trying to determine the best way to house and link support for the footnotes. Prior to implementing Workiva, we had support in excel workbooks that produced numbers used in footnotes of the 10-Q. We we...
I am trying to tag our fiscal period of 52 weeks with FiscalPeriodDuration, but P52W is not recognized as a period duration. Is there a nuance? I found reference to this exact question in another posting, but it is no longer active. The definit...
Is there a way to set up a conditional fomat when the adjacent cell contains a specific value? In my example below I want cell H2 to be highlighted when cell G2 contains an * or any other value that I choose.
Register hereTuesday, October 152:00-3:00pm EDT Time-consuming, error-prone manual processes have historically made year-end, quarter-end, and month-end financial reporting tedious and even painful for private companies. However, private compa...
We are a 9/30 YE LAF. On the 10-K cover page, we have the Entity CS outstanding shares which has a 10/31 date. I don't understand why it's giving us an error message this time? The number is a placeholder, but the tag is not, especially not the da...
I am trying to add a symbol in next-gen spreadsheets, yet it appears that this functionality is missing. Any work around until this is fixed. Also, can I get an update on when this will be available?
The company that I work for is looking at transitioning from ToppanMerrill for our filings and instead filing ourselves through Workiva. One of the questions that was asked is how does the process of printing our 10-K work? Our CSM mentioned a 'Pr...
Hi, is there any way i can make these two lines align to the same indentation. (note: my indentation is 0 in this case)
As a reviewer, I see many instances where the Control Tester did not organize the files uploaded. In the attached screenshot you will see the population and sample documents are all together. Is there a way to move the documents into the correct...