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Note continuation to next page

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  • Rachael Abdelkhalek

    Great question. The good news is I have a solution that should work for you.

    To confirm, are you working a classic Document, or a next gen Document? The easiest way to tell is in a next gen Documents, you have a continuous scroll and there's no pencils/locks in the outline and no Share button. Either way, its possible in both, but the steps are a little different.

    Classic:
    In a classic Document, you'd want to create the headers you need for each note. To do this, double-click inside the header of the note you are editing and then click the + button to create a new header and name it. In my example, I created both Note 1. Header and Note 1. Header (Continued).



    Next, right-click on the section in question and choose Section Properties > Header/Footer then check the option for "Use different Header/Footer for first page of section". Lastly, change the headers according for First Header and Continuing Header, like so:



    This should then apply the headers as desired. You'd need to repeat this process for other notes/sections that need the same setup. Note that the option for the different header on the first page is only an option when the previous page has a section break, but that sounds like how you have your sections setup so that should work for you.

    Here's a some Help content on headers/footers in classic Docs: https://success.workiva.com/help/documents/editing-text/custom-headers-and-footers

    Next Generation:
    The process for this actually a bit simpler in next gen Documents. You can more easily add a different header for your first page by simply clicking inside the header and then accessing the Properties pane on the right-hand side. Then click the checkbox or "Different first page", like so:



    Lastly, you only need to type into the header what you would like displayed on that page, versus the following page(s). The nice part here is you don't have keep creating two headers for each note/section and add/edit them on the fly.

    And here's some Help content on headers/footers in next gen Docs: https://success.workiva.com/help/docs/editing-docs/using-headers-and-footers

    Thanks for your contributions and have a great day!

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  • Annie Ain

    Thanks, Rachael, for the detailed reply. To confirm, I'm using classic documents and section breaks throughout the document. I understand the steps however I think if I go with this, the note number will need to be manually changed in the header whenever there is a change. Currently, we have this set up as:
    - TOC in the Spreadsheet (which is then linked to the document so each note number and name comes from SS)
    - When the narrative references a particular note, the source is still the master ToC in the SS.
    - If we change the order of the notes or insert/delete a note, we simply update the SS ToC and everything is auto-updated in the document

    So correct me if I am wrong, but there is no way to link the note number and name to the SS in the header of a document, so if there is a change, it would need to be updated manually in all the headers?

    Thanks,
    Annie

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  • Rachael Abdelkhalek

    Thanks for confirming your setup. That makes sense.

    Regarding your question, you are correct, since links are not allowed in a header (or footer) in classic documents, it wouldn't auto-update for you, so you'd need to tweak the note when it gets updated, sadly. Your approach of linking the TOC from your Spreadsheet is a rather clever approach, though :)

    Thanks for the info and chat with you soon.

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  • Annie Ain
    Rachael, was looking some more into your suggested solution. It wouldn't work where two notes (each in its own section) are on one page but there is no way of knowing this until we export and see that the two are on one page.
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  • Rachael Abdelkhalek

    Hello again, Annie!

    Happy to help elaborate further. If I am following you correctly, this should work, even if a section were only one page. If you set it up to have the alternating page, it simply wouldn't have the "continued" header for sections that were only one page in itself. Prior to printing or viewing in EDGAR, you'd want to paginate your document to keep it all updated, though.

    If I've missed the mark, let me know and I'll be happy to take a closer look.

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  • Annie Ain

    Rachael, I really appreciate you taking the time to look into this. So we currently have the note name in the body of the report (not as part of the page header). Some notes are shorter than others so we could have 3-4 notes on one page as follows: 1. Capital structure, 2. Operating expenses, 3. Income taxes (i.e. each note has its separate section but when we export, they're combined). Now the last note (income taxes) from page 1 continues to the second page so we would need 3. Income taxes (continued) on page 2, but we would also have the next note on that page (4. Financial instruments)

    Our page header has the company name, year ended, reporting measure, etc. If I were to put the note # and name as part of the page header (as I think that's what you meant since we don't have section headers), then page 1 would just show 1. Capital structure for all three notes that are appearing on that page and page 2 would show 3. Income taxes (continued). We don't want this; what we need are section headers. Hopefully this helps clarify. If not, I can try attaching a pic so it's clear.

    Thank you!
    Have a great day.

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  • Rachael Abdelkhalek

    That's a bit of a pickle, for sure. I suppose the best approach that comes to mind is only have the specific header for the note(s) that extend onto more than one page, which sounds like for you it is your last note. I can pass this along to some of our other folks internally to see what they might suggest doing too. In the meantime, let me know if you need anything else. 

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  • Dalisay Pingul

    Hi Annie Ain - have you found a work around re: adding the word "continuation"? I'm in the same situation in Next Gen and the headers are not working for me. Curious to know what you've been doing? Is it all manual updates?

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