Home & Files
Archiving/Locking a project file 回答済み

Is there a way to lock or archive a file after it is finished to ensure there are no changes? A way to still view the file but not let it be modified.

Matt West
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0
XBRL and iXBRL
Data Quality Committee: Round 5 and 6 Rules Available in Wdesk

The fifth and sixth set of the Data Quality Committee's (DQC) validation rules are now available in Wdesk.Round 5 includes the addition of 17 new rules. A majority of the rules relate to defined benefit and Cash Flow Statement disclosures and foll...

Mike Davis Community Manager Amplify Attendee Community Champion Idea Generator Data Management Suite Workiva Essentials Train the Trainer
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Documents
Attachments in Next Generation? 完了

Is there no option to add attachments in next generation documents?  I can still add them to classic documents, but the option is gone for any documents I have transitioned to the next generation format.  If it is gone, is this something that will...

Tim Rodgers Beta Buddy All Star Idea Generator Workiva Platform Data Management Suite
6 |
0
Trainings & Webinars
XBRL Office Hours: How to Maintain and Update an 8-K

The following webinar looks at how to maintain XBRL® and update XBRL using an 8-K as a template. After watching this webinar, you will be able to: Create a copy of an 8-K project Edit the Cover Page without deleting or disconnecting XBRL Update XB...

Mike Davis Community Manager Amplify Attendee Community Champion Idea Generator Data Management Suite Workiva Essentials Train the Trainer
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0
Charts
Next Gen Presentation Chart Legend 回答済み

Is there a way to adjust the white space between the chart and legend where the legend is located on the right side of a chart?  Currently, I only see the functionality to adjust the white space for the legend is when the legend is located at the ...

Michael Muller Rock Star Idea Generator Workiva Essentials Data Management Suite
4 |
0
Spreadsheets
Lock / Unlock Cell Shading 回答済み

We recently changed from Workbooks to Spreadsheets and noticed that we lost the feature where when a cell is locked the shade/transparency of the cell changes so that the user can easily tell visually what cells are locked/unlocked. In Spreadsheet...

Christopher Harris
5 |
0
Controls Management
Extract management design procedures and testing attributes 回答済み

In the SOX module, we would like to be able to export all of the controls and associated management design procedures and testing attributes into a single document, but I can't find a report or means do this .  Is this possible in Wdesk?

Denise Miller
3 |
0
Announcements
4 Tips for Keeping Cost of Compliance Low

The blog originally appeared on Workiva.com on July 18.Written by Jim TilkThe cost of compliance adds up. In fact, according to one study by Deloitte, operating costs spent on compliance have increased by over 60% compared to spending levels befor...

Mike Davis Community Manager Amplify Attendee Community Champion Idea Generator Data Management Suite Workiva Essentials Train the Trainer
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0
XBRL and iXBRL
Format/Rendering issues - Table Tag 回答済み

I am receiving a very strange formatting view when I view in the SEC XBRL viewer. Instead of displaying my table tag, it says the following:"<div style="font-family:Times New Roman;font-size:10pt;"><div style="line-height:120%;padding-bottom:4px;t...

Megan Wandersee All Star Community Champion
1 |
0
Controls Management
Select columns from sampling to be pulled into control test 回答済み

I have a population file from which I selected a number of samples within workiva. The sample file has 25 columns. I need only 10 specific columns to be pulled into the testing document. How can I make this selection? Is there a limit to the numbe...

David Siegelman
1 |
-1
Filing and XBRL Tips
Help resolving ixt: formatError 回答済み

Wondering if you, or someone in Community, could shed some light on a couple of issues I'm having. For the EntityFilerCategory, I'm getting this error "ixt.formatError". And for the EntityIncorporationStateCountryCode, we don't disclose a state pe...

Ricardo Solano Rising Star
2 |
0
XBRL and iXBRL
iXBRL Test Filing Preview 回答済み

Our iXBRL 10Q test filing preview doesn't show the inline XBRL document, just the typical HTML version.  Is that normal?  The XBRL generation panel shows it as iXBRL.  Thanks!

Lynn Kaminski Workiva Advocate Rock Star Community Champion
5 |
-1
Controls Management
Question on PBC request 回答済み

The client had uploaded sample selections via PBC request sent by us and it shows that the task in 'Sample' as completed. The client wants to upload more files in the same request using ‘upload additional files’ functionality, however, it is grey ...

Deepanshu Gupta Rising Star Idea Generator
2 |
0
Filing & Section 16
Barcode font (for statutory reporting / NAIC filings) 回答済み

Hi All,We are working on moving some of our statutory reporting documents into Wdesk - what we are puzzling over currently is that some documents are required to have barcodes, which are currently generated through a font in Word. Unless I've miss...

Megan Butler Workiva Advocate All Star Idea Generator Workiva Platform Community Champion
3 |
0
Presentations
Table Sizing in Next Gen Presentations 完了

Hey Mike, If there was an easier way to size tables for presentations, for example adding a "table settings" tab on the right that allows you to select the number of rows and columns you would like in your table, as well as adding the capability t...

Serena Legere Rising Star
4 |
0
Filing and XBRL Tips
Help resolving ixt:formatError with iXBRL cover page tag 回答済み

For the dei:SecurityExchangeName concept, the XBRL rendering correctly transformed "Nasdaq Global Select Market" to "NASDAQ" on the XBRL viewer rendering, but it is showing up as "ixt:formatError" in the iXBRL tag.  Any ideas on how to fix this?  ...

Lynn Kaminski Workiva Advocate Rock Star Community Champion
3 |
0
Announcements
Updates to Google Chrome's Flash Policy

Attention all Chrome users :)Wanted to let you know about a recent update to Google Chrome® regarding Adobe® Flash® Player.In Chrome version 76, which was released today, there's an additional one-time step that was added to require users to turn ...

Mike Davis Community Manager Amplify Attendee Community Champion Idea Generator Data Management Suite Workiva Essentials Train the Trainer
0 |
0
Spreadsheets
Data load to locked cell 回答済み

We have some locked cells in our worksheet that were intentionally locked because we do not want data to load into those cells.  However, we had some cells that were mistakenly locked.  When the data was updated, those cells did not update because...

Isabella Ho Rising Star
3 |
-1
Filing and XBRL Tips
iXBRL - Does visual presentation in SEC Viewer matter?

Hello,I am curious whether visual presentation within the SEC Viewer matters anymore (post-iXBRL)? For instance, if I have a footnote detail-tagged with all of the correct tags, labels, etc., but the presentation shows up sloppily/out-of-order as ...

Jeff Katz
3 |
0
Home & Files
Copying Projects & Rolling Forward 回答済み

Is there a way to keep the original source links in copied documents, spreadsheets, etc. rather than having those links linked to a copy of the source file (i.e. moving links from "IRP Data" to "IRP Data (1)" )

Serena Legere Rising Star
2 |
0
Documents
Importing an exhibit that is not editable 回答済み

Is there anyway to bring in an Word doc exhibit from a third-party so that it is not editable but has the ability to be defined as an exhibit?

CricketG
1 |
0