<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.
Hi, I just saw a note about connections between Spreadsheets and Documents. What is the difference between connections and linking? We use Spreadsheets as input files for our external documents such as financial statements and MD&A. We currentl...
We have multiple letters within one folder in Workiva. We can create a pdf which includes all of the documents together. Is there an option to create multiple pdfs for single letter delivery to outside people?
Good afternoon, I'm reaching out because one of the tables for my financial statements presents a white square in the middle of it and makes impossible to see the information under the square, I can only see the information if I try to edit the ta...
In a document how can I insert a cross reference to another table reference, or the page on which a table is located. So for example I may wish to say in one part of a document "For more detailed information in relation to regional sales activity ...
Hello! Is there a more "auto" feature for page numbers where it's multiple pages? See screenshot below. I was able to insert the page number 1 on the Strategic report, but the page 3 is manual. Same goes for the Directors' Report, where page 4 is...
Would it be possible to create a sublabel in the rename box in regards to attachments? So for example, I may have support that is composed of multiple pages. I may label the pages to the supporting document as A1-A3, but when attaching to several ...
We are trying to attach our periodic semi-annual filing (N-CSR) to an already created/rolled N2 document. Is there a way to merge the N-CSR filing to the end of the N2 document?
When I am attempting to search within a Wdesk document, the search seems to be case sensitive, regardless of whether or not I check the "Match case" box.
Currently, if a heading or subsection title is formatted with a style, the previously added Pagination rules are eliminated when the new style is added. It would be great if you could add an option to "keep with next" to the Styles editing menu s...
I would like to add footnotes to a document. However, I do not want the line above the footnotes. I just want the numbers. Is there a way to remove the line shown in the picture?
What is a page size break, the margin above and below is quite same, why there is a page size break between these 2 pages?
I see how to add a page number to a footer, however, how do I format the footer so that the Page X of # of Pages in document is reflected?
How do you make revisions to a document after the task/process action associated with the document has been approved?
The following suggestion was shared by a fellow Workiva customer: For Footnote with automatic numbering, we'd like to have the ability to restart the numbering at 1 on each page If you also would like this feature request, feel free to comment ...
Two requests: Is there a way to paste data from a Word document or Excel document and maintain the source formatting? Currently, whenever I pasted data from Excel to the spreadsheet, all of the formatting (dollar signs, commas, decimal places, ali...
Hello, I'd like to request a new functionality in Documents to add background images to certain pages (for instance, cover pages). Thanks
The following suggestion was shared by a fellow Workiva customer: It is not possible to delete a custom color if, for example, were accidentally created or are no longer needed. It would be beneficial to at least remove a custom color, if not edit...
I have two different documents to edit. I can change font colour in one but not the other one. How to fix this? Thanks
I don't currently have the translation feature activated in Workiva, is there a way for me to change to a French notation for numbers? I can get the unit symbol to show on the right but I can't get the thousands/units separators to show as a space...
Have footer properties as "Inherit from previous section" and "continue number from previous section." Halfway down the document, the page numbers start at 1 again.
Anyone else noticing formatting issues in their copied document? Especially preceding tables, my hard return is gone or in the case of a lead-in sentence with a paragraph property adding say a 6-point space after, the table is taking on the parag...
There have been times that I need to import a legal contract/agreement from Word that has the paragraphs in a multi-level list with auto numbering as follows: Section 1 1.1 Text 1.2 Text Section 2 2.1 Text 2.2 Text I know I can convert the autot...
Is there a way to set the first page of a document to portrait orientation and the remainder of the pages to landscape?
At times, we are unable to run blacklines from certain documents but can run them for others. Are there instances where blacklines will fail, such as if people are editing the document?
Hello, In Classic I was accustomed to being able to go in and find any version of a document by finding the document with the timestamp that I want. For example, I created a pdf for the Disclosure Committee yesterday at 3:55 pm, unfortunately, I f...
Hi, I was thinking about some improvements for the workiva document part. - Create style into the "Edit style guide" with bullet point or with multiple level numbered list. - When you are creating a source link into a document, you can not insert...
I have custom colors saved that are used for presentations, etc. and a co-worker is trying to save the same color schemes. How do I view the hex color codes so that I can share with others and they can save as their own custom colors?
hi, Whenever I import the doc, even after applying the below tip[Converting auto text to plain text] from the community support, i'm still getting a weird space between the first word of a new para and the period next to it my word doc: my workiv...
Has anyone created a file to serve as a "Dashboard" to track the status of your 10-Q's, 10-K's, etc? Something that shows progress of items, coming due, etc. It'd be nice for there to be one place to check the status of our filings. And if so, how...
Can anyone help on changing the bullets size and color but It should not impact the paragraph line color and size? This is the paragraph line. Given above the paragraph line in which Bullet size need to be increase and color needs to be changed ...
