Filing and XBRL Tips
How to Generate a “File with Workiva” Code

The ability to File with Workiva using a generated filing code is available for Workspace Owners. To generate a File with Workiva code, navigate to Workspace Settings, then the Filing tab, and choose File with Workiva. From here you can then click...

Mike Davis Community Manager Amplify Attendee Community Champion Idea Generator Data Management Suite Workiva Essentials Train the Trainer
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Change Management
In-line track changes in Next Gen documents 完了

We just migrated to Next Gen and was very disappointed to see that in-line track changes is no longer a functionality.  The track changes panel is very clunky and confusing.  If someone were to delete a paragraph including linked numbers, the trac...

Eduardo Montorro
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Chains
Tutorial: How to roll forward Spreadsheets via Chains to avoid max cell limit 固定された投稿 完了

When creating integrations that utilize Spreadsheets, it is important to consider their limits during the architecture phase of your build. In this post, I will focus on the max cell limit. Spreadsheets have a maximum cell limit of 2,000,000 cells...

Jeff Hickey Community Champion Data Management Suite
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Collaboration Tools
Users unable to add comments in documents 回答済み

My team is experiencing an issue where some users are not able to add comments within our document. When the users select text and right-click "add comment" is not an available option. Have other users experienced this? Both users who experienced ...

Michelle E OMalley Rising Star
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Documents
Automatic Saving in Next Generation Documents

Afternoon! I just wanted to confirm that changes made to a Next Generation Document save in 5 minute intervals, correct? What exactly does that mean? If you are making changes and you log out too quickly (before the 5 minutes) will your changes ju...

Ashley White All Star
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Change Management
Track Changes

HI! I was just curious how teams are utilizing the track changes feature in Next Gen Documents. We've never relied on track changes in any of our Wdesk filings in Classic. Do teams use it throughout their reporting process or just at a certain poi...

Ashley White All Star
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Designed Reporting
Import InDesign Documents 回答済み

Good morning, We are having a problem that I will try to explain in detail to see what options do we have. We are working with a Design Agency that is designing our Management Report. We send them different word files, pdf and Excel files, and the...

Alejandro Pocina Rising Star Idea Generator
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Announcements
The Remote Financial Close: Real Tips for a Virtual Close

This blog originally appeared on Workiva.com on Oct. 2 Written by Steve Soter Teams accustomed to using desktop-based programs, face-to-face meetings, and paper binders have needed to improvise lately to virtually close the books and manage finan...

Mike Davis Community Manager Amplify Attendee Community Champion Idea Generator Data Management Suite Workiva Essentials Train the Trainer
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XBRL and iXBRL
XBRL Next Gen Changing Label Roles

When I select a label and right click in my XBRL Outline, the "Edit Label" does not appear as a selection so I cannot change my label name.  This is not one in which I can use the Label Reference.

Paula Clayman
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Spreadsheets
Ability to Lock Column Widths in Next Gen 計画済み

Hello - is there any way to lock the column widths in Next Gen spreadsheets as well as tables in Next Gen documents?  Users are changing them on us and we do not want that.

Shawn Tays All Star Idea Generator
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Chains
Chain Iterators 回答済み

Hi - Question on using a chain iterator.  See screen shot below.  The values entered into the iterator section of a chain command - Do these represent values that are used in other sections of the chain command configuration? In the example below ...

Bradley Coleman All Star
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Documents
Insert Page Number of Section in cell of table in Document 回答済み

Is there a way to insert the page number of a section into a cell in a table in a Document?  This was possible in Classic.  I could right click and select "insert page number of section" and then select the section needing a page number reference.

Mary Ellen Hird
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Controls Management
PBC Requests - References attachments 回答済み

I wanted to see if there was a way to delete an attachment in the References section of a PBC Request. The request has already been sent and is in Progress. The Assignee and the Approver are the same individual but when she goes in she does not se...

Rebecca Allison
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Documents
Decimal Alignment in Tables

In tables in Classic documents, when using right justification with indents (to center numbers but still align by decimal), numbers with and without brackets would align with the numbers together, and the right bracket would "float" to the right o...

Lynn Kaminski Workiva Advocate Rock Star Community Champion
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Documents
Checking for full precision formulas 回答済み

All our tables are set to show "as displayed" but there have been instances where we miss one or two. So my question is, is there a way to check for formulas set as full precision? 

Jenniffer Vielman-Vasquez Beta Buddy Rock Star Idea Generator Community Champion
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Controls Management
Have you had a test form get 'Stuck' in the "In review" status? 回答済み

The reviewer's name was removed from a step in the review plan, so now the test needs to be approved. However it's not 'assigned' to anyone to approve. The approve button is disabled, and the review plan can't be changed. Any tips to move this tes...

Mary McVeigh Idea Generator
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Collaboration Tools
Permissions Needed to Send Reviews in NextGen 回答済み

Hello,   We are implementing NextGen for Q3 and our process is to send reviews to our external auditors.  In using classic, the external auditors permission was always set at "viewer."  In using NextGen, can we remove their "viewer" permission and...

Matt Glunt
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Documents
Add section 完了

What is most simple way to split a document (without sections) into several sections? Is it not possible to select text and then click on a create/add section button?

Renate Stoop
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Announcements
SEC Viewer File Issue

Hello filers! Wanted to keep you apprised of an SEC issue we're tracking that was introduced with the EDGAR 20.3 release on September 21 that’s causing a banner to appear on the iXBRL Viewer stating “Inline XBRL viewing features are minimal becaus...

Mike Davis Community Manager Amplify Attendee Community Champion Idea Generator Data Management Suite Workiva Essentials Train the Trainer
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0
Chains
How to connect data from general ledger to wdesk? 回答済み

What would be typical process of  importing data directly from the general ledger to financial reports in Workiva?  What files or connectors need to be created to facilitate such process? Also can this be done in house by your client or has to eng...

Jasmine Lu
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Documents
Import failed

I have a large excel file (about 46K KB) and i have a feeling due to the size it is not importing into Wdesk, anyone had that issue before and was able to fix it or work around it?

Jenniffer Vielman-Vasquez Beta Buddy Rock Star Idea Generator Community Champion
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Filing and XBRL Tips
SEC and EDGAR filing issues FAQs 固定された投稿

Below are some commonly asked questions about submitting a filing to the SEC EDGAR site. To stay apprised of any filing issues or announcements, we encourage you to bookmark the EDGAR News & Announcements page and subscribe to our Workiva Status p...

Workiva All Star
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