Need to import a long and complex document into Next Gen

Hi, does anyone have an easy way to import a 100 page and heavily formatted docx (ie, cover page, detailed outline text, images, tables) into Next Gen without going through the agony of trying to copy and paste into new sections?  The document imp...

Barbara Beta Buddy Idea Generator Data Management Suite Community Champion
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Headers & Footers 回答済み

In Next Gen - do you  have to assign headers and footers? In Classic we had a drop down to choose the header or footer you wanted.  I don't see that in Next Gen.

Cindy Weatherwax
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Formatting text into columns 回答済み

Does the new version allow two columns of text?

Kathleen Thornburg
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Rolling forward files from prior version 回答済み

How can we determine if our CAFR files have been rolled over to the new version?

Kathleen Thornburg
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Printing vs. non-printing sections 完了

We have a month end project for monthly reporting. During quarter end, we have additional sections for budget vs forecast analysis. Currently, we have to manually hide/unhide the relevant sections depending on which month it is. This is a manual e...

Annie Ain Rising Star
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How to erase a Child on a policy

Need to erase a child title on a policy, it had been duplicated en several part of the document. 

Dalena Espino
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Unable to Compare DOCX - NextGen vs Classic

When trying to compare a NextGen Documents exported to DOCX to a Classics Documents printed to DOCX it causes Microsoft Word to crash. I.e. Q1 2020 was filed using Classic Documents and we migrated Q2 2020 to NextGen, if we export Footnote 10 in b...

Joseph LoBrace
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Images in Docs 回答済み

A few questions related to images in docs: Is there a way to add an image (already in Workiva) to a document rather than having to re-import the image? For example, we have a company logo that appears on multiple pages but for each instance, I ha...

Kevin Wu
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Number Alignment in Tables 回答済み

In Next Gen tables, I am having an issue where I can't align numbers in some tables all the way to the right. I have tried using "Right Align" in the edit options. I have also tried using "Increase Indent" and "Decrease Indent" and it helps move i...

Mike Rivers
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Document Health 未計画

Hi, when you run Document Health, is there a way to suppress the issues found in the non-printing sections?   We use the same document for quarterly and annual financial statements but certain sections that we only need for annual statements are s...

Lena L Rock Star Idea Generator Community Champion
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How to indent the second line 回答済み

Hello, I want to indent the second line within a cell, for example, below, how do I indent starting from "expenses, excluding..."?  

Haopeng Yan
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Paste text into a document but keep the wdesk formatting - Paste Values

Surprised that in the Wdesk document you can't paste values into text or "paste match formatting" is maybe another way of saying it. It's especially painful on implementation of Wdesk and updating the new filings that you've already been working o...

Dallas Thornton Beta Buddy Idea Generator Community Champion
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Paragraph Styles - Keep with next 完了

There aren't any settings for Keep With Next in paragraph styles options. However, when you apply a paragraph style, it removes the Keep With Next check mark already applied to a paragraph. So if I want all of my Heading 1 paragraph styles to be K...

Dallas Thornton Beta Buddy Idea Generator Community Champion
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Creating new data validation in a Next Gen Document

I have seen that you can copy and paste data validation in Next Gen Documents, but is it possible to create new data validations in the documents as well? I have not yet been able to locate anything in the navigator. 

Kevin Barnes
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showing numbers as text - decimals as "point six" not "six tenths"

When working in documents and having the numbers formatted as text. Is there a way to make it read "point six" instead of "six tenths"? In the scrpt the reader would generally read as "one hundred twenty three point six million" and not "one hundr...

Dallas Thornton Beta Buddy Idea Generator Community Champion
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Tab stops in Next Gen Document tables? 完了

We recently transitioned the bulk of our documents to Next Gen, and are adjusting some tables to deal with the forced page break if the margins are different in section-to-section. It doesn't appear that tab stops are currently available in a tabl...

Megan Butler Workiva Advocate All Star Idea Generator Workiva Platform Community Champion
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Next Generation- locking sections

It doesn't seem like you are able to lock sections in Next Generation like you could in Classic. Are there other things that can be done if you want to be in a section and make changes without anyone else being able to make changes as well?

Katherine Kline
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Send Reviews to Workspace groups 完了

In NextGen, are you able to send reviews to an established workspace group (as opposed to selecting each individual person to send a review copy to)?  I would like to send certain sections of a document to certain reviewers, and a different set to...

Kat Meadows Beta Buddy All Star Idea Generator
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Non-Printing Characters Rendering in Edgar 回答済み

I am getting started in Next Gen documents and have noticed that hard returns entered into cells within tables (so that I am effectively wrapping text where I want it to break into two lines) are showing up as a weird icon that says "LSEP" in Edga...

Maureen Ebbs
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Next Gen documents - column break

I have transitioned a classic document to next gen document, however I am unable to apply column break to the content in next gen document, my section is a of 2 columns.

Saichakradhar Manchikanti
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Attachments and performance issues 回答済み

We use attachments in WDesk for our QA, but it makes opening/closing/scrolling/editing the document significantly slower. We want to use attachments in our 10Q & 10K, but are worried about the speed. Are there any solutions to use attachments and ...

Laura Falk Idea Generator
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Line leading

Can I control the leading between lines? The import is all over the place -- some lines are squeezed together, others are almost too far apart,Also, please add a topic for formatting. My initial take on NextGen is that there are lot of issues when...

Paul Goode All Star Community Champion
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Copy and Paste or Share Data Validation Rules Between Next Gen Documents 回答済み

We have a lot of documents that we are conforming to a standard and want to apply data validation to existing tables within like documents. I have spent a lot of time trying to recreate the data validation rules for each document. Seems like it wo...

Rebecca Demy Workiva Advocate Beta Buddy Idea Generator Community Champion
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Formatting Table Headers - Next Gen 回答済み

I've noticed that in next gen my headers of each table are not staying in line with the figures included within the table in the Edgar Preview. All are set to right align and bottom align. How do I make them stay together? 

Megan Wandersee All Star Community Champion
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Section Header

Hi, I am trying to eliminate the space created when going from one footnote to another (see area highlighted in screenshot). I think the borders between "Note 16 - Related Parties" cause the wide space. The borders were created by inserting tables...

BD
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Headers

I can not get the header box to open when I click in the header box

Sarah Pattison
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