We're excited to announce the launch of SEC Filing Intelligence, our first Intelligent Finance feature! 🎉 SEC Filing Intelligence is designed to transform your research workflow. Built on our core Workiva AI principles - secure, seamless, and spec...
Hello, I have two questions regarding table formatting in Documents. 1) When it comes to styling tables, is there a faster way to apply a table style to multiple tables at once instead of copy and pasting the style to individual tables? 2) Is ther...
We are using Workiva for the first time this year and looking to use it for our full annual report in the UK as a listed company and we are planning to do it in design. We are just looking for advice on how others roll-forward this copy from the p...
What is XBRL? Our latest course, Orientation to XBRL, outlines what XBRL is and has in-depth navigation guidance for managing XBRL in Workiva. The best part? It’s less than 10 minutes long! Find this and other XBRL courses on the Learning Hub. Que...
I'm encountering an issue while trying to use the Initiate file copy API endpoint (prototype). When making the request, I'm receiving a 403 error with the message "The API token doesn't have permissions to perform the request. I've verified that ...
As you likely heard, California enacted climate disclosure laws that impact companies doing business in the state. On August 21, the California Air Resources Board (CARB) hosted their second public workshop for stakeholders, the reporting requirem...
Exploring Chains? Here are some Common Connectors and Notable Nodes that we think you should check out! Common Connectors Workiva Connector: Commands to interact with Workiva You can use this connector and its commands to share Workiva data ex...
The Data Quality Committee (DQC) approved a new round of DQC rules for Version 27. The effective date for these rules will be for filings submitted on or after September 1, 2025. The DQC plug-in tool has been updated and released in the Workiva pl...
Hello and welcome to our second episode of CPX Leadership Insights for the 2025 season. We're changing it up this time around. This time I'm lucky enough to snag two guests, Danielle Middlebrook, VP of and Danny Smith, And instead of Workiva HQ,...
Hi, I have met a problem when creating customized format style. In specific document's <value formatting> function, '億(Hundred Millions)' is available, while when using style editor, this option could not be found. Is there any way to enable it fo...
📆 Date: Tuesday, August 26⏰ Time: 11:00 am - 12:00 pm CST🌎 Location: Virtual About this Event I officially invite you to join us for our next Beverage Break event on August 16th at 11:00 am CST as we discuss the topic Getting the most out o...
It would be helpful to be able to drag to select multiple objects to move, rather than just shift and select multiple objects. This would make our report design much faster.
It would be very helpful to be able to leave a comment on a selection within a cell in a table, like on a few words/sentences. Right now, we are only able to select an entire cell to leave a comment, which has made our review process harder.
As part of the Corporate Sustainability Reporting Directive (CSRD) Omnibus, the European Financial Reporting Advisory Group (EFRAG) published Exposure Drafts of the simplified European Sustainability Reporting Standards (ESRS), along with addition...
Hi Community, I'm looking to add an image into a footer, essentially it's a a colour strip which would work as a background image with then some text and the footer number on top. At first we tried to add this as an image but we couldn't get the s...
I'm trying to export Workiva audit and application logs out of the workiva environment into my organizational to collect or be ingested by my Splunk so we are able to monitor workiva from a splunk dashboard or run various queries From my organizat...
https://workiva.wistia.com/medias/m3nbjv5swi
Hi We've noticed that the ground runners "tmp" grows in size quite a bit. Is it possible to relocate the ground runners "tmp" folder to a different drive without reinstalling the entire service?
Is there a way to set up the permissions in Documents or Spreadsheets to allow users to edit the files but NOT to able to publish those changes through to linked files? From what I have read, the "Owner" role is able to publish other people's chan...
Trying to add a new task to an active process, however, receive the message "Couldn't add action. Correct highlighted fields and try again" All fields are populated and no highlighted field is present to correct or update
Good day, We have enrolled our company on EDGAR Next and added administrators, however we have a few questions on next steps: 1. Do we need to add Workiva as a delegated entity? 2. The CCC was now automatically changed when we did the EDGAR Next ...
We’ve been getting a lot of questions around what the Filing steps will look like after September 15th, when the legacy credential option goes away. So here you go! Check it out below. Note that Workiva's support site will also be updated in the...
Hi Is it possible to schedule a chain to run once a year on a specific date? I don't see an option for this under the "Schedules" section. Unless I'm missing something?
https://workiva.wistia.com/medias/urvjznvcpy
I imported a docx file into workiva. However, the format of this document file was not maintained into Workiva. However, I really want to keep the source format of my document.
Attention Workiva Community and Amplify enthusiasts! This week marks the final days of the incentive programs, and our final Amplify reg giveaway in the Workiva Community! there's still time for one final shot at a ticket on us to Amplify Americas...
It’s currently very easy to accidentally remove a connection from a spreadsheet section when using the right‑click menu, as Remove connection is located directly below Share updates. There is no warning prompt before the connection is removed. I p...
HI Team We have an SAP API which has an Key date in the link (API) wanted to convert the date to the system date, In the GET request. https://sapcom:111/v1/td/XT/RPTransactionData(P_KeyDate=datetime'2025-03-11T14:49:52') The Key date should be us...
Hi, How do I get the Workiva app, in workspace settings, to show that the company with its account admins etc are already on filer management. I don't want to do it again for the Workiva app. Similarly, I have delegated to Workiva on filer man...
Hi, Can we do test filing in Edgar Next option via Workiva? When I click drop down and select on "Edgar Next" in Workiva, it has button for me to click on "Test File", but would like to confirm it works the same like normal test filing before I t...
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...
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 ...
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...