How do I get a power of attorney form in the new section 16 to attach to a filing and do I have to attached the POA to every filing or is there a default that will automatically attach it each time?
Hello, Is there way for those of us in the UK who are using the XBRL tagging for HMRC to test that our submission will not fail when we submit to HMRC? Thank you. Zan
I'm having a hard time removing footnotes. I was able to delete the footnote content at the bottom of each page, but was unable to remove the numbering in the body texts. Please help. Although I was able to delete after downloading into word, jus...
Are stacked waterfall charts available or on the way? We are trying to move our graphs from Excel to Workiva, but have ran into a couple items that are preventing that. Please note, I do not have designed reporting. Thanks!
Hey there, Workiva Users! Has your team been looking for eLearning content in Spanish? Look no further! As part of our commitment to creating relevant and accessible eLearning content, we have translated and recorded several courses and demonstra...
Good afternoon, I just got my first chance to play with the new certifications tool within processes. I have a few questions/comments that I was hoping someone could help clarify or ideas to include going forward. First, this feels very clunky co...
My team is in the process of migrating to the new Certifications Process experience. In the old Certifications experience, we were able to export all signed letters to one PDF, whereas in the new process we have to open each individual certificati...
The three-year transition period provides form 11K filers enough time to prepare and get ready for the inline XBRL mandate - just wanted to know if any filer will tag their form 11K this year? Thanks!
Will Workiva Sync be available for all Workiva subscribers? Or is it a separate subscription?
Is the feature now available to allow signers to sign without entering username/password? I see the option to allow them to either type name or just click to sign, but wasn't sure about the higher level for accessing in general. Thank you.
We are thrilled to announce that the ECD 2023 Taxonomy has been released in the Workiva platform and is now available as a standalone taxonomy as needed for proxy filings and also within the US GAAP 2023 and US GAAP 2023 (CEF 2023) taxonomies. For...
Is there a way to add floating text to a chart in a document? I am wanting to insert a percentage on a bar graph.
Wdesk needs to improve functionality to meet typical users needs: 1. You should be able to edit more features after the original request is sent( add samples, tag request to another control,etc..). Another basic feature that is missing is the abi...
We include our Proxy in our ARS- however; currently, the proxy lives completely outside the ARS document as we've never needed to combine them for a filing. We are debating the best way to incorporate- one idea is to bring the ARS in as non-printi...
Hello, is there a setting or some other way to always land on Home/My Dashboard whenever you log in? Right now whenever I log in, it just picks up where I left off (e.g., Audits, Files, Remediation). The first thing I always want to see when loggi...
I'm curious to know if any of you have hands-on experience with Wdesk (Workiva) for sustainability reporting for at least one full year? I am gathering additional insights and would appreciate it if you could share your experience and how it has w...
I need a heading on just the notes section of my financials that says my company name and then "Notes to consolidated financial statements" Is there a subheading option in a section. My heading is the table of contents for every page, so I cannot ...
We are using time tracking in our SOX testing to track and calculate the time spent for SOX-testing. Recently we've changed (i.e. deleted) some time entries from a test form. However, we noted that the correspondent time tracking report still cont...
I have assigned certification to the user. User received the email. User was able to access Wdesk but is getting error message. Why the error message, if he received the email with the link?
I do not see the option to set reminders. Will I be able to set reminders same as in old version?
I have created and started new process. It appears as certifications have not been sent. > certification status is 'waiting' - what do I need to do change status to 'sent'?
If a classic certification / process is closed, will it be auto migrated? Thanks, Tim
📆 Date: Tuesday, June 20th⏱ Time: 1:00-2:00 p.m. CDT🌎 Location: Virtual https://workiva.wistia.com/medias/gse70h92qw About this Event Hello friends! I wanted to let you know about our next Office Hours event we’re hosting here in the Workiv...
Greetings! We at KPMG were trying out a POC where we wanted to utilize the Workiva provided Chain API “Execute a chain”. However, when we passed the required parameters and ran the script in python we were getting error 400 as response. Can you ...
Hi, There are times where deleting a single file from the Trash would be helpful. Is this possible or will it be soon?
Hi, Is anyone aware of how we can have the external auditors be able to export files in bulk as there are certain documents that they will need to bring out of Workiva into their audit tool. Thanks!
To assist with efficient communication of outstanding requests, is there a way to automatically generate a requests summary report of all outstanding requests for an assignee that can be sent on a specified frequency? For example, every week an em...
Hi, I just created two test certifications using the new process. In the first one there are no exceptions to the questions and the summary shows "completed", yet the responses tab/icon shows a status of "pending review" for every question. In t...
Hello, everyone! We have decided to give users a little more time to get used to the new binders product and are waiting to deprecate all classic binders until June 21st. Also, this week we will be releasing the ability to send a binder for revi...
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...
