How under the new platform do you add member special permissions to a "Starter" such as only can open reviews sent to them? We see it for the people that were migrated over, but cannot seem to figure out how to add it to new users.
Hi Mike, I'm working out of Next Gen. now. Can you verify if the 'document' and 'other' are still the only non-filing documents within a project? I want to create a press release document that is linked to our workbooks in a 6K project, but I don'...
We changed company name and so all email addresses have been changed. We don't want to lose historically data, but preference would be to update usernames to current email addresses. Is this possible? I can't seem to figure out how to change.
Going to begin using spreadsheets for TB automation and linking directly to balance sheet and P&L in the 10Q/K. What other accounting/financing/reporting functions is everyone using Spreadsheets for?
In Next Generation Documents the blacklines we create are automatically downloaded as a PDF. If you create multiple blacklines is there be a way to see the list of blacklines created and choose to re-download one of them? Or is this something that...
I have questions on the current updates to Workiva for iXBRL. I have seen some updated posts from other community members but I wanted to make sure I understood the best approach to take when our team migrates to iXBRL. 1. Are there any best pract...
Is it possible to create a table of contents where you can reference pages within a section? For example if we combined all of the financial statements into one section instead of having separate sections for each statement would we be able to cal...
Is it possible to have different page layouts within one section of a document in the Editor? For example, I have a couple of documents where the primary financial statements are in portrait format, but the supplementary schedules to those stateme...
Just transitioned to the 2019 DEI taxonomy for our Q3 10-Q and transitioned our workbook to sheets. As a result, I now have an error with the document period end date: previously it had been linked from our workbook, but the value came back in MS...
Has anyone figured out exactly how the 10-Q exhibit list should look after adopting iXBRL?Previously, my company was advised to change the description of exhibit 101.INS to the below: However, our outside counsel has now advised us that we should...
We have an existing, Classic Presentation where all of the slides are formatted in letter size for easier printing for certain management. Unless I'm just missing it, I can't find a slide properties area that includes sizing of the slides and the ...
Hi there,I've been trying to find the specific legal requirements for xBRL tagging and having difficulty finding anything definitive (i.e. what exact sections of the Form 10-K are required to have xBRL tags). The best I can find is extremely vague...
I have a table of data in a spreadsheet. I want some records to appear in one section of a document and other records to appear in other sections of the document. I accomplished this by linking the entire data table to each section of the document...
My company is currently exploring opportunities within Workiva to make our SEC Reporting process more efficient. Can anyone share similar experiences or process improvements made?
We are in the process of implementing Workiva. Just last week we were told that we could delay sending sample requests and the receiver would see one email with multiple requests in it. Is that correct?
Our workbook supports several documents. Over time it has become difficult to follow and update. We are considering redesigning our workbook and was wondering if anyone has done this and what principles were used in deciding how to organize data
I'm trying to create a link between our wdesk database, which stores control information to a word document in a project folder, so control information updated in the database is automatically updated in the word document. How would I create this ...
Two-way data connections would prove efficient.
Is it possible to alternate colors in a table via a short cut when the colors are not the standard SEC blue and white?
This is how I explain it. Feedback welcome.
We have an image in our header but the text is different from one section to another. Whenever we create a new header I copy the the format from an existing header and paste into the new header. However only the text is copied and I have to reinse...
When I created a document under a project, the document's permission doesn't follow that of the project. I only set myself as owner and grant no other permissions to anyone, which means only I can see this project.But if I create a document within...
Is there a way to attach your spreadsheet as an attachment? For example often times I do the work in the spreadsheet so that it feeds to the link (similar to a lead sheet) in this scenario the supporting documentation that I have agrees to the wor...
Each quarter we go through 3-4 rounds of drafts during our reporting process. Each round entails sending out a Word draft of the report to approximately 175 reviewers throughout the company. The reviewers are given a time frame in which to send u...
In our Proxy, I would like to link a statement that says, "...See "Directions to the 2019 Annual Meeting of Stockholders" on page 64 of this Proxy Statement."I've tried several different approaches to retain the quotes before "Directions" and afte...
In the Balance Sheet, we don't display any values on our Commitments and Contingencies line item. Should this line item be included as part of a calculation relationship regardless of whether an amount is displayed or not?
Our executive summary in our MD&A used the two columns page layout in classic documents, but when I just transitioned to next gen docs for our September reporting, it reverted back to normal. I don't see an option to change the page layout back t...
I am unable to have a list continue across multiple sections. 1. x 2. x Section break 1. x <---- I don't have the option to pick the number to start with or continue numbering from previous section. I should have the option to do either. ...
In spreadsheets, is there a way to convert a number "1" to its text equivalent "one". For example, if cell A1 contains "1", is there a formula in A2 I can put to convert that to "one"? Likewise, "2" would read as "two", "3" as "three" etc. Thanks!
Trying to add "Documents incorporated by reference text block" in the 2018 DEI Updated taxonomy. Every time I try to add in the outline, it asks whether this is a level 1, 2 or 3. Whichever level I choose, it doesn't recognize the DEI in my outlin...
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...
