<i class="icon-match-section w-icon w-icon-50 w-icon-twfr-file-g2 w-icon-color"></i><i class="icon-match-section w-icon w-icon-50 w-icon-twfr-link"></i><i class="icon-match-section w-icon w-icon-50 w-icon-twfr-task-create w-icon-two-color"></i><p>General discussion and Q&A for next generation Documents, including formatting, style guides, history and milestones, blacklines, track changes, tasks, comments, next gen attachments, exports and linking between content.
When importing a Word document, or DOCX format, there are a couple things you can do prior to import that can improve the look of your document after import. These would be a) converting auto-text to plain text, and b) removing unneeded sections b...
I want a way to jump to a specific page in a document within Workiva. For example, if I'm trying to follow along with someone in a PDF, I want to be able to click somewhere to type in the page number, and then have the document take me there. Ther...
Hello, We've just started implementing workiva and are considering the best way to link our spreadsheets to the document.In our spreadsheet, we hide or show rows, for example, depending on whether they are 0 or not. We’d like to automatically app...
Daisy Yan I noticed on one of your comments that you stated you went to the Evergreen-style format, which made your quarterly and annual roll-forward process much more efficient. Do you mind me asking what that approach was? I'm in the process of ...
Hello - we've been adding alt tags for accessibility to our documents in Workiva. But we find that if we add the al tag to the table properties or object properties for objects embedded into a table, they do not export to the PDF - while alt tags ...
I have a multi-page inline table with gray horizontal lines dividing rows. There is an assigned header row with thicker dark lines. The header row's line is layered beneath the gray lines from the preceding page. I can't seem to layer the header r...
Hello Workiva Community, We are looking for some clarification on the behavior of Accept Changes and Reject Changes permissions within Documents. Under Document Properties, there is a setting that allows us to specify whether changes can be accept...
My team currently uses the Attachment function as a way to perform our tie out because we like the ability to highlight text and tables then immediately get an attached call-out box that we can then enter a tie out reference. We believe a similar ...
Is there a way to have a line appear beneath the columns in a line/column chart?
Hello, I created a box to use as shading behind a chart. Setting the wrapping style to "behind text" seems to be the only way to layer it behind the chart (whether inline or floating or an image is a floating table). When I move it the location I ...
I have data that will be updated every year, the number of rows and groupings will not be known ahead of time (for example we could have 40 total rows, 5 are tagged with group A, 10 group B, etc. but that will change). I need to make a document co...
Is there a way to filter in the outline to exclude the non printing sections?
I get a red box infront of my page number in Workiva that creates a problem for my table of contents in the report, where the page number witha squere box infront gets goes on a line below the text in the table of contents. How to i edit what is a...
Is there a way to add more tickmarks or customize tickmarks in the tie out binders? I saw a few online that had "GL" for ties to GL or "FS" for ties to financial Statements. Can we add one for WData like a "W" so when someone is reviewing tieout, ...
To create a review for specific sections, we would need the same selection as for a PDF export. Specifically, we need the formatting of the live document to be retained during a review, even if only individual sections are included in the review. ...
I have a long, linked table spanning four pages. I need to insert another table (used as a side navigation system) on to each page. The first page and the last page are no problem, but the middle two pages - there is no text insertion point to anc...
We usually send a review of our quarterly and annual SEC filings to a limited group of finance team members (the "finance team review"). Once we have addressed the finance team comments, we sent a review of the same document to a broader group of...
We need our users to link text from documents we don't want them to edit (i.e. they don't own the source documents but must link text from these to other documents for consistency). Currently users with View only access can't create source links. ...
Below is an image of what I am trying to do. I want to include a stylized footer within my report, but I can't get the image to go all the way to the bottom of the page and have this little gap. Any advice on how to get the image snug to the botto...
As organization, we rely heavily on Workiva for managing and sharing key financial and governance documentation. As part of our compliance and security framework, we’ve requested the implementation of two key features: 1️⃣ “Exported By” Stamp – Au...
Is there a way to turn off the superscript on the number of the footnote at the bottom of the page. It's way too small to be superscript – and unnecessary.
Hello, I try to have a numbered list continue from one cell to the next one but I don't seem to be able to select the 'Continue numbering from previous item'. The 'Restart numbering' functionality seems to be locked... Can anyone help me sort this...
Hi All. I am producing a set of financial statements. In the 'notes to the financial statements' section, there is a number of subsections for each accounting policy (1 to 23). I am having some difficulty with page numbering. For note 1, when I...
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...
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...
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.
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 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.
