<h5>General discussion for Home & Files, including folder management, copy, permissions, and moving content.<br><i class="w-icon w-icon-md icon-match-section wk-mr-6 w-pb-4 w-icon-twfr-folder-open-g2 processed"></i>
Hello to all, I rollforward a folder by using the button "Copy" and the result was a copy of the existing files and some other which are not appearing in the copied files. There are some ghost files which appear when you run a "Linked Files Repor...
Would it be possible to have an option to "Open files as viewer"? We already had some cases when editors or owners have opened certain file just to compare some information an accidently changed part of information, of course we had history and we...
Hi! I am trying to export numerous documents and spreadsheets as Workiva files. I get the error message "To do this, you need permission." Is it just me, or is the error message misleading? It seems that the files causing the error are in a differ...
Hello, I would like to know if its possible to copy process templates from one workspace to another? Currently I have a survey that I created that I would like to copy to another workspace. Is that or will that be possible in the future? Thank you...
🎺 Introducing Home Boards for Financial Reporting Have you ever wished that Workiva’s Home experience could give you better visibility into the work you need to do, all while being tailored to your team’s specific needs and processes? Well, we’r...
🎺Introducing assignable boards in Home Have you ever wished that you could guide your team members to exactly what they need in the Workiva platform? Well, we’re thrilled to announce that, in workspaces with access to Boards in Home, Workspace O...
Hello, is there a setting or some other way to always land on Home/My Dashboard whenever you log in? Right now whenever I log in, it just picks up where I left off (e.g., Audits, Files, Remediation). The first thing I always want to see when loggi...
We've created templates for our users to set as their Primary Dashboard on their Home page. These templates contain charts, reports, and other widgets that our users commonly access. However, when we update an existing template (ex. add a chart or...
Can default permissions on newly-created folders or files be changed from just the creator/Owner seeing them, and then that person then having to apply Editor or Viewer permissions to a group or individual users - can the default be changed so new...
The team is wondering if it's possible to have the file size of a document displayed in the file viewer? For example, when in a folder, you can currently see the name of the document/spreadsheet, who created it, the type, etc; they were wondering ...
Is there a function/option to roll the markup tick marks to the next quarter file (after creating a copy of an existing document which have the tick marks)?
I have seen that in January 2023, permissions for new documents etc will be changing so that the creator alone will have permission for that document. How will copying existing documents/spreadsheets etc work and also how will new users be affect...
Is it possible to copy file folder to the next period and to include markup? It would be extremely useful to have this feature. Great time saver.
Hi! I have create a folder and have named the files 1-27 but they will not sort in order, example I need them to be 0-1-2 but it shows 0-1-10. Is there a better way to do this or change settings? Thank you!
Hello, Just to understand what are the Classic file? How those files were created? Thank you, Dalena Espino
Is there a way to see which folder a document is in when using the search folder to find specific docs? There are times when I need to know the file location and searching does not provide that folder location, etc. This makes organizing files, et...
In Next Gen, there is an option to copy a document to a new folder...or to copy all documents from one folder to another. Is there a way to copy multiple documents to a new folder without having to copy all of them? For example, a folder contain...
Hi, When I exported the file, I have to change the page layout section below. I was wondering if it is possible to save my own export options. so I dont need to adjust it again when I want to export the same file.
You would think I'd know, but it's not that simple in my organization.
Hi Mike, I see this topic came up about a year ago and am wondering when we might see this. I just uploaded our Internal Audit Policy and Procedure Manual to a folder under Files so the staff and 3rd parties can view it as needed. Unfortunately,...
Hello - I am trying to roll forward a folder that has linked files within it. When I right click on the folder I do not have the "Copy" option. How can I roll forward this folder while keeping my links? Thanks, Allison
My idea would be to show the current file path to your files (Documents, Presentations, Spreadsheets) when viewing these in your "Recent Files" or "Starred". Many times I find myself moving files that I might have already moved because I either fo...
Is it possible to set file permissions at the time that a file or filing is created? It seems like quarterly I or someone else in my team overlooks that a file or filing already exists because the default is that only the creator can view it. It...
It would be great if workiva could add a feature that we can print the entire FERC document in a presentable format. Before changing the FERC XBRL to the workbook, we were able to print the entire document in format that was presentable to upper m...
Hello, I've added some files to a folder inadvertently and need to remove them but the only option I see is to delete them. I don't want to delete the files, I just need to remove them from a specific folder. I don't see an option to 'move' them b...
We have a spreadsheet report built with market selection in POV. The data changes with change in market selection. I need to know if we can limit the data visibility in that single report in such a way that UK market user should see only UK data a...
Hi I am trying to roll forward VEON Holdings file, the aim is to roll forward the document of holdings with links to only support file and standalone linked we do not want annual report LTD links in roll forward, can you please help me on this issue.
We have a set of documents we will be following forward every quarter. The documents include attachments we want included in the documents every time we roll them forward (we don't expect these attachments to change as they are agreements), is the...
I'm trying to re-organize documents and spreadsheets within a folder. I can click and drag, but the item moves nowhere. Any ideas? Thank you Carol
Good morning. I am seeing a newly created spreadsheet workbook under Recent Files, but it is not showing-up under All Files. Why would that be?
