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We have certification processes that will be half complete when we migrate. For example, a process with 10 letters, each with 10 recipients, for 100 total recipients. Half of those recipients have already completed their certification. When we mi...

Julie Hilsher

I am increasingly concerned about the gaps in the new certification functionality versus what we are used to in Classic. I see the migration window just got pushed through the end of November 2023, so glad that gives us additional time. However, I...

Julie Hilsher

I noticed that anytime I add a new tag in the document and mark it verified/flagged for the reviewer, it does not show up in the summary review tab as verified/flagged. If I change an existing tag, it is reflecting in the summary tab but not for n...

Jermy Johnson

Have you hit the spreadsheet cell limit? Are you in need of storing large sets of data? Then Wdata is the place for you! Wdata allows you to centralize your data storage and execute queries to use that data for your reporting needs. To make your d...

Ryan Niebruegge

Data Prep is our Data Transformation tool that allows you to transform your data file - technically and functionally - in a single process called a Pipeline within your Chain. Technical transformations are adjustments to your data file using opera...

Jeff Hickey

I am toying around with using the attachments feature for support documentation, but I have not found a good way to allow auditors access to both the document and the attachments without allowing them to see the live document and comments. I want ...

Gabrielle LeBrun

We would like the functionality of the 'Reports' section improved. The Process Status, Process Activity, and Certification Responses screens need to have sort and filter options added to the columns. Currently the only options available are to mov...

Naren Pari

We send quarterly SOX certification to 6 Groups (regions). Each group has about 50 signers. Currently only I can update user Groups which requires a lot of work and sometimes slow down the process. Besides the Workspace Owner role that can edit Gr...

Alma Fang

Hi, i´d like to know if i can create multiple sections on one page of my document without creating a page break or add a new sections that would followingly direct me to a new page.

Keyvan Girardin

Maybe not a game changer, but it is a nice improvement to see that I no longer have to input afresh the notification emails when creating a new period's filing. Thank you.

Pat Flanakin

Annually, we have a large repurchase agreement (100+ pages) which has some formatting which leads to inconsistencies between the Word version loaded to WDesk and the executed version of the document. As a result, we've had to default to loading a ...

Graham Overton

Please indicate if the functionality to export the evidence testing tables to excel or CSV is in the pipeline.

Paulina Lowe

In the Workiva connector's "Export Query Result" command, there is a toggle at the bottom labeled "Export as Dataset" as shown here: The information in the help icon simply repeats, "Optional: Export query results as a dataset," and nothing about...

Andrew McKenzie

Will the "copy" feature, as included in the Classic version (click on drop down under reporting person's forms), be available in the new version of Section 16 filings?  I utilize this feature heavily--specifically for our executive officers who ha...

Vikki Faw

Good afternoon, I am new to WDesk, i am trying to map an account.   Can anyone led me in the right direction.  I tried goggling and it just makes it more confusing, Any tips, and advises are appreciated. Have a great day, Thank you Monica  

Monica Lebel

Would it be possible to add a feature where you can select a word from a paragraph in a table cell and place the comments on it and not the entire cell?

Juaque Swanepoel

📆  Date: Tuesday, August 15th⏱   Time: 1:00-2:00 p.m. CDT🌎  Location: Virtual https://workiva.wistia.com/medias/xyqkfdgl3x   About this Event Hello friends! I wanted to let you know about our next Office Hours event we’re hosting here in the Work...

Courtnie Carver Community Moderator

Hi there, I need Long Upper $-Billion - is there any way to create this other than using Suffix? Can this be added to the dropdown?

Dale Karasek

Looking to create a stacked bar chart like the above, but cannot get multiple data sets to stack on top of each other when there are two "columns" of data in the same area.

DJ Moore

In the new certification process, we would like to have the status chart to reflect the real-time sign off status when multiple signers are assigned for one document in one step.  In the example below, I have 4 signers assigned to one doc in one s...

Ben Cao

Hello How do I create a new process, without migrating an old one? In the old version, I would send out letters to three different groups as part of one certification process. Now, I have to create three different certification processes but I can...

Permanently deleted user

Can the program be updated to select specific years for uploading in Workiva Sync? In Wdesk Sync, it was easier to locate the file to upload if we opened the spreadsheet, while in Workiva, click on recent files and locate the specific file easier....

Christine Greenwood

Hello Team, I am calling API  “ Return Data From a Region” API using Postman. So basically I have a sample spreadsheet on the workspace where I have read only permissions and I am trying to read the content of the spreadsheet using Postman, so wha...

Harish Chhokra

Si utiliza las Normas de la Junta de Normas de Contabilidad de Sostenibilidad (SASB, por sus siglas en Inglés) para informes ambientales, sociales y de gobernanza (sostenibilidad, por sus siglas en Inglés), ahora puede encontrar en el Explorador d...

Carmen Torina Moderadora de la comunidad

We used to be able to export all our certs in one step to see it in one package.  Now, best I can tell, we either have to export them all individually, or export a CSV file which is good for a log, but not for auditors.   Please advise if I'm miss...

Pat Flanakin

Cannot see a way to change the organization time zone to use anything other than UTC.  I have contacted support and they are looking into it.  By the way, I know I can change my local time zone, but we need to change it for the organization to mat...

Pat Flanakin

Hello, Is there a way to tell what folder a document or spreadsheet is housed in other than searching through various folders?

Kari Bergren

Good morning. Couple of Questions: 1. Is there a way to delete old certification processes? I created three test processes after migration, and now I don't need them and want to remove them from the Processes listing. 2. Is there any more informat...

Cathryn Stovall

We have certifications going in the new process and have run into an issue. For one process, all people that will sign have completed it, but the process is not marked complete as one person did not sign. We do not want to delete the action becaus...

Candice Adams

My boss is the only approver for certification tasks and we are finding that when the activity shows a task was completed and autoapproved, the approver is notified, by she isn't seeing any email notifying her of anything.  She has checked junk fo...

Pat Flanakin