<h4>General Q&A and discussions regarding features such as permissions, lock edits, blacklines, and/or track changes
The Workiva product team has been working on a Section Lock Edits enhancement and have reached the phase in their development plans where they are ready to start taking requests for their upcoming beta program. To sign up for the Section Lock Edit...
Hello Workiva team, I would like to suggest an enhancement to improve governance and workflow control within documents in Workiva. Currently, there is no automated mechanism to manage document changes based on section lock/unlock status or to dyna...
hi, is it possible to add history of any changes related to a sheet? currently we have history tracking changes in a cell and spreadsheet, can we add another tab between spreadsheet and cell so that we can see who make certain changes to a sheet o...
Is there any way to override the default colors assigned to authors in the overlay? For some reason, the system loves to assign various shades of purple/lavender, and it's not always very helpful in distinguishing separate authors. It's odd, becau...
Would it be possible to have functionality to select a certain version of a document to blackline another document against? E.g., Q1 10-Q milestoned final version vs current version of Q2 10-Q. Sometimes there are link updates that happen on the...
In another community thread a warning modal was discussed for locked sections/sheets, highlighting challenges that large intra-linked documents/spreadsheets present. While the thread addresses the locking/publishing dynamic, it would also be benef...
How do we know if we received notification of migration? I am wondering if I missed it.
We are relatively new to Workiva and would like to know what others are doing when setting up their Workiva system. We are very familiar with having multiple environments and then promoting change through each environment. Example Development fo...
When a blackline report is run in pdf some note numbers appear in bigger font. How to fix this problem of changing font size during blackline report printing in pdf?
When running blackline report in pdf, pink footers appeared on some pages for year 2018. The correct footer should be 2021. What is the cause of this issue and how can I resolve it? No such issue when running in normal version. I would be grateful...
Besides exporting to a word doc and doing a compare in word, is there any new way to compare paragraphs from our previous 10-Q to our 10-K within Workiva?
Authorship allows users to see who authored content, and at what point in time, with ease. Currently this will be on a per section basis. If you'd be interested in signing up for this beta program, please comment below and we'll reach out. ...
Timeline updates for next gen freeze—introducing Lock Edits Our Product Team has been pushing hard to provide the functionality to quickly lock down a file from editing. In Classic, this feature set was called Freeze and Thaw. They are in process ...
When will the in-line track changes feature be released? It is frustrating to only be able to view deletions in the side panel. We were told Q1 2021, but is there an exact date?
In Next Gen, is it possible for review drafts to be accessible by all document editors vs. just document owners? Sometimes comments from a review draft become disconnected in the live draft and editors would like to look at the original comment le...
We just migrated to Next Gen and was very disappointed to see that in-line track changes is no longer a functionality. The track changes panel is very clunky and confusing. If someone were to delete a paragraph including linked numbers, the trac...
HI! I was just curious how teams are utilizing the track changes feature in Next Gen Documents. We've never relied on track changes in any of our Wdesk filings in Classic. Do teams use it throughout their reporting process or just at a certain poi...
Hello, Is it possible to see a history of all track changes that have been accepted and rejected in the past? Additionally, is it possible to turn on track changes just for specific users?
Is it possible to see the changes made to a document / spreadsheet by specific users?
Is there a functions/feature that provide me with a view or export of a users document permissions and to which groups they belong?
Is there a way currently to freeze a presentation, document, or spreadsheet from updating links when something is final. For example, if I were to roll forward a presentation (month x +1) that is linked to a spreadsheet with Wdata, I have to pres...
I am trying to prevent any editing to a spreadsheet that is linked to a filed document. In Classic, there is an option to freeze all filed documents, but I can't seem to find anything in next gen. I see that there is something called "locked" fo...
I saw the posts regarding blacklines were going to be launched in Q2 for presentations - is it fully functional yet? I'm hesitant to move our external presentation to NextGen without the ability to fully compare versions.
What is the status on freezing the document after filing in the new gen? This is absolutely critical for us.
When working in next gen documents w/ tracked changes on, it is difficult to review changes because deleted text and other similar changes are only shown in the side panel (rather than directly in the text). Short of clicking through each individu...
Hi! When will the blackline function be available for presentations on NextGen?
Is there a way to create a blackline with two documents from different projects, i.e. a final Q2 2019 10Q versus a current Q3 2019 10Q? I am on the classic platform.
We need a good way to run blacklines between documents that are not available in the history. For example, we provide our Board a blackline of Q2 current year to Q2 of the prior year. The only way for us currently to run a blackline is to downlo...
