<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.
I expect this has already been requested. Could we create contents table in a document dynamically based on sections and sub-sections, similarly to being able to easilty create a contnets table in MS Word. Creating a table and inserting every seti...
In the style guide you can create a paragraph style with customized font, font size, color, justification, etc. You can also set the indentation of the left side of the paragraph. Is there a way to also set the right margin in the style guide? ...
Sometimes I'd like to see what link someone else changed or as document owner, I forget what was changed after working in the file a while, and I would like to view the exact section that changed before clicking Publish since changes can't be undo...
I am trying to show comments that were open as of a prior version of a document. It would be acceptable to see the comments in Wdesk or see them when I export the document. From what I can tell (1) you cannot see open comments in prior versions on...
We're using milestones for version control and the team finds it inefficient to scroll through the list of milestones to find a particular one to blackline. Would be great if we could filter milestones by name.
Hello, I am trying to align the formatting in the header of our document to be displayed consistently between PDF and HTML. The PDF version appears to look fine but when exporting to HTML the header has drastically different formatting. Specifical...
Dear Team, we would like to create a Download file with specific comments. Right now, we can either create a file with all (internal & external) comments or without comments. Is there any option to filter certain comments? Many thanks!
In one of our documents, we've utilized a table with cells featuring a background color. Within these cells, we've inserted .png images with transparent backgrounds to seamlessly blend with the cell's background color. However, upon exporting to a...
Is there a way to adjust the numbering of sections in bulk? For example, I have a document with subsections 4.1.1 - 4.1.30. I have inserted two new sections above Section 4, now that I need to update those subsections to read 6.1.1 - 6.1.30. Is th...
We are having multiple issues with delayed refreshing and page not responding when using documents in Workiva. If the issue was one user, I would think it's a cache and cookie issue but this is happening with multiple users.
Hi! In a Workiva document there are certain pages which are set to landscape orientation due to large tables. I would like to amend the footer to fit to the landscape margins without removing these footers from each impacted page to avoid manual e...
We've recently incorporated senior level executives in our review process leveraging the "Review" functionality within the tool. Ill start by saying I'm a huge advocate for this functionality and selfishly has made my job a lot easier managing ~10...
Hi, How can we please change the Authorship colors? Thanks!
Hello, At the last stages of our Report process, we have a manual comparison review to make sure both the English and German versions are identical and there is no missing information in one or another. i.e, a footnote, an image, etc. Would Worki...
Hi, We are already working with the translation glossary in Workiva, however, it would be great to enable a synonym function for different terms for example in DeepL or Google Translate. Has this feature already been considered? if yes, what is th...
Looking for a solution to a weird phenomenon happening in our automated TOC. There seems to be added spaces between sections for no apparent reason. Please let me know if there is something I am missing.
Suppose I have a number like 9,000,000 and I want to display it (format it) in a document as '9 million'. I know I can use the "show numbers as words" option to display it as 'nine million', or I can switch it to being "shown in" millions, which w...
I'm creating a tabular glossary (in Documents, fed from Spreadsheets) in which the definitions can vary significantly in length, i.e. non-standard cell sizes. Is there a way to apply "after" spacing to the cell text in the same way you can auto a...
Is there a way to change the attachment label colors? I have created attachment placeholders as tickmarks to indicate that something ties to PY or PQ and would like to be able to see those in a different color when I print the document with the at...
Hi all, why is it not possible to copy & paste the text of someone's comment? This would be very beneficial e.g. if the commentary provides new wording suggestion I want to use or simply to share the comment in a different channel, e.g. mail/chat ...
Hello, Does anyone use PR Newswire and has found a workaround in using xhtml to send them your press release and tables instead of a docx to avoid formatting issues?
How do I define or change the default style for hyperlinks? When we currently include an URL hyperlink into a document it is automatically shown with blue colour. How/ where can I define this default style? Thank you
We are creating a large document copying in data from a variety of other sources. The copied data loses formatting and all the lines of text are forcibly shortened before they wrap by paragraph breaks (see formatting view snippet). How do you make...
I just had a couple of questions on the style guides and set up of the Automated Table of Contents. Mainly the first question could be an issue for us, but the others we can work around or reformat.1) In our Proxy, we have an Appendix section star...
Hello All, Has anyone set up their Auditors in Workiva before? What type of permissions did you give them? I want them to have access to Workiva to use it for comments, but don't want them to see internal comments/workings/discussion. However, up...
We are currently exploring using the translation functionality in Workiva but in our test cases so far the translated document does not quite have the same format as our original version. For example, footnotes that we have formatted as superscrip...
Hi, I have seen previous posts about splitting a long section into multiple, more straightforward sections. This seems a great time saver on long documents then creating lots of sections and copying and pasting bit by bit. However, I cannot find ...
When we open a history version, we do not see the Comments icon on the right hand panel. How can we get that in the history version? thanks We can only see below icon on the right hand panel.
Hi! Is there any way to make sure that the Document is complete vs the Spreadsheet that this data is linked from? So, for instance, say in the spreadsheet we have an income statement with 15 lines and then in the Document we only have 14 lines bec...
Is there a way to remove 'missing source' links located in Document Headers or Footers? These are located when a 'Document Link report' is created and the link within the report to the impacted area does not reference the missing source.
