Roll forward to a new year 回答済み

Hello!  I want to take my 2022 excel file and word doc and roll the files to create a new 2023 year.  Are there instructions on how to do this?

Aimee Moore
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1
Comment in the Email 回答済み

Is there anyway to see the detail comment over the email when we get the email notification rather than log in Workiva?  Thanks,

Dararith Yat
7 |
0
Ability to see if attachments are locked

When viewing the attachment listing in a WDesk document or in the Markup Viewer, the only way to see if the attachment is locked is to click on it via dropdown, or see the blue notification in the Markup Viewer.Can we add a lock icon, similar to s...

Pat Flanakin Community Champion Idea Generator
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0
Copy Spreadsheet/Document - Not an Owner 回答済み

We have a usecase where we have created document templates and locked them to the broader group so they cannot mess with the format and structure of the document. However, when they copy the spreadsheet/document (initial viewer permissions) it wil...

Meegan Rodes Rising Star Idea Generator Beta Buddy Data Management Suite
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0
Importing Offline Comments

It would be great if we could import offline comments into existing documents (for example, import it into a certain "milestone" version and have it post the comments live in the appropriate section, even if the document has changed since that mil...

Dasha Konanykhina All Star Idea Generator
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2
How to create Text Box in workviva document 完了

Hi anyone know how could I create a text box with background colour on workviva document? It seems like the only way to do this is by creating a table and merge all cells into one, but it is harder to edit the text this way. Does anyone know this?...

Tuan Jun Goh
6 |
1
Track Changes Enhancements to mirror existing functionality in MS Word

If 2 users edit the same chunk of data within the report, only details for the latest change are reflected and the previous change is not logged. Due to the missing functionality, teams are reluctant to use Workiva for commentary and are using Wor...

Nancy Chawla
2 |
1
Markup Text Box Sizing

Is it possible to change the size of the text box without cutting off the words? For example - "06.SAP.02" can fit in a smaller rectangle, however, when we resize the rectangle, there is a blank tab space in front of the word that is causing it to...

Heather Keil Beta Buddy
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0
Attachments

Once an attachment is attached to a particular phrase or sentence in the document, is there a way to edit what it's attached to? I'm thinking when language gets updated or more is added to a sentence, I find that I have to delete the attachment an...

Kelly Hallman
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0
Tables in Spreadsheet 回答済み

Hello Team, If I create a table in spreadsheet and link the entire table to the document and in future insert a new row or column within the table in spreadsheet, I will have to again create a link for the new row/column. Is there a way that it au...

Mohit Kumar
2 |
1
Sections 回答済み

Hi, i´d like to know if i can create multiple sections on one page of my document without creating a page break or add a new sections that would followingly direct me to a new page.

Keyvan Girardin
4 |
0
Comments in Documents (Adding a new feature)

Would it be possible to add a feature where you can select a word from a paragraph in a table cell and place the comments on it and not the entire cell?

Juaque Swanepoel All Star Idea Generator Beta Buddy Data Management Suite
4 |
3
Move tables 回答済み

I'm unable to move tables within a document (can copy and paste but would break existing source/ destination links). Would you please help assist?

Phim Kositsawat
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0
How do you delete a footnote in document 回答済み

There isn't a delete option and when I highlight the footnote there is no way to delete.

Joseph Cheung
1 |
1
"X" on right side of tab no longer showing-up to close it

Good morning.  I just got a new Dell laptop and my IT rep got WDESK set-up, the issue is that now, using Chrome like I always did, when I open a tab (my 10Q or workbook or both), the "x" that used to appear on the right side of the tab is now show...

Cathryn Stovall Rock Star Idea Generator Community Champion
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0
How do I remove footnotes?

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...

Ziyi Zou
1 |
0
Annual Report- Proxy

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...

Ashley Polan
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0
Sub heading

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 ...

Michael Kilgore
1 |
0
How Do You Use Outline Labels

One area of feedback that came out of our Q1 debrief was the interest in getting status of the draft out to the team more frequently and timely on draft nights. One thought I had regarding this is if there was a way to use outline labels to indica...

Sarah Degn
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0
Bookmarks Hierarchy when exporting to PDF

Hello, I was experimenting with using Documents bookmarks to create the PDF outline when exporting.  It's working as expected except there's no longer a hierarch for the outline (i.e. Part 1 in our 10-Q will collapse the financial statements under...

Bryan Gregston All Star Idea Generator
2 |
6
Section Pages out of total number of pages 回答済み

I need to insert a page number for each section of the documents, I would like it to have the page number of of the number of page numbers for the section and to automatically change if the section pages increase or decrease. Is this possible?   

Wendy Powers
4 |
0
Document Health Check is no longer flagging .png images

Hi, I have observed that the Document Healthcheck no longer flags .png files as unsupported in SEC. Previously, this flagging helped us save time in troubleshooting, as it allowed us to easily identify and address errors in the .png files. I am cu...

Permanently deleted user Rising Star Beta Buddy
3 |
0
Reverse Engineer from Document Tables to Spreadsheet

Is there an easy way to export a document to excel (or at least the tables)? I'm looking for a way to save all tables in a document to excel -  in a sense reverse engineering from document to spreadsheet. Thanks!

Aileen Pilgrim
1 |
0
Document split screen 回答済み

Good morning,  Does the Document have a split screen view similar to MS Word?  If not, is the work around to open a new browser window?  Thanks.   Ken

Kenneth Ho Beta Buddy Rock Star Community Champion
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0
Markup Anchor & other suggestions

I know there are already a bunch of open posts related to markupss but I also wanted to put some suggestions and problems we are facing- 1. Markup copy paste should be a little easier like ctrl c & ctrl v and we should be able to paste it in diffe...

Shreya Shetty Rock Star Idea Generator
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4
How do I automatically update section numbering after deleting a section?

Hello,  In the notes to our financial statements, we have a numbered list of notes (i.e. (a), (b), (c). etc.)  I want to delete section (b). When I do so, the numbered listing does not automatically update, such as section (c) becoming section (b)...

William M-Akbari
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1
Importing tables into indesign 回答済み

I am experiencing when importing a table from wdesk as an icml into indesign the depth of the header cell is not retaining the same cell properties. The depth of the header is coming into indesign much shallower. Wdesk states it is 62px deep howev...

Tom Summerell
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0