When using Project Copy as an admin, what does "copy outline labels" mean? Don't want to lose them, but don't want to duplicate them either!
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Is there a reason that an export wouldn't include the SS included in the Project? For some reason when we are attempting an export, upon importing we find it's just the Editor portion. The zip folder doesn't have anything for the SS in it either...
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I would like to break apart my primary spreadsheet into two spreadsheet, it is currently linked to the K and Q, what would happen if we copied the spreadsheet in wdesk? Would the links move to the new spreadsheet?
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I know you should not have links between projects. But is there a way to cross check amounts between projects? For example, amounts reported in the Earnings Press Release are also reported in the 10-Q and I would like to be able to check these in...
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I am not an administrator, but I like to organize the folders/projects in neat way. Also, if I already upload all needed documents to a project (which serve as a binder I guess), why the documents are still showing in the same folder holding the r...
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It looks like the signatures are now located under Edgar Filing Docs in the Projects and not under their own Signatures Folder anymore. Is this correction as simple as adding the Signatures Folder back to the project? Thanks
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How, if at all possible, could you easily transition from Workbooks to Spreadsheets with having both active? The idea of being able to laterally set up a spreadsheet with our current workbook is appealing. How have others transitioned?Thanks!
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Does Workiva provide the ability to make folders in the Projects? I know you can for files but it would be helpful if we could group on projects.
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Hyperlink to Exhibit Files - once the filing is made with Exhibit files that are hyperlinked within that filing, will the hyperlinks to those "filed herewith" Exhibits remain when that project is "rolled over" to a new project (export and import ...
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When rolling forward the first quarter 10-Q project, from the previous third quarter project (which seems to be best practice), what is the best thing to do for the MDA as in Q1 the YTD and QTD discussion will be the same but you still need to pre...
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If I am the "owner" of a document can I set permission levels for people I want to be able to access it or do I need to be an "admin" to do that? Can "admins" set permissions for any document even if they are not an "owner"? What are the main di...
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