Trainings & Webinars
Beverage Break: Cross-Workspace Data Sharing

📆  Date: Tuesday, June 30⏰  Time: 10:00 am - 12:00 pm CST🌎  Location: Virtual About this Event Join us for our next Beverage Break event on Tuesday, June 30th at 10:00 am CST as we discuss the topic Cross-Workspace Data Sharing. During the call w...

Isabel Messore Community Moderator Community Champion
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Workiva on Workiva
Feedback tips: choosing the right topic 추천

Have a suggestion to share but not sure if it pertains to Reporting, GRC, Filing or other? Look no further! Below is a breakdown of the existing feedback topics and what product/feature area belong in each. API & Developer Feedback Ideas and sugge...

Isabel Messore Community Moderator Community Champion
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Workiva on Workiva
Feedback tips: searching for existing ideas 추천

Did you know that over 1000 ideas have been shared in the Workiva Community? The odds are high that the idea you seek has been requested before. Here’s some tips to help you find what you are looking for so you can weigh in too! First, search for ...

Isabel Messore Community Moderator Community Champion
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Amplify
Amplify Americas giveaway #2: Before and after 완료

Welcome to our second of five Amplify 2026 registration giveaways. To be entered into this drawing, simply add your response in the comments below. Life before Workiva can be hard to imagine, I know. From data connectedness to AI-infusion and eve...

Mike Davis Community Manager Amplify Attendee Community Champion Idea Generator Data Management Suite Workiva Essentials Train the Trainer
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5
XBRL and iXBRL
UK Financial Statements filing at Companies House via xbrl

From April 2028, Companies House will require UK companies to file financial statements digitally via an xbrl format. For Lloyd's reporting, our syndicates already require tagging in xbrl. With the move to xbrl requirements across all financial st...

Tom Connop
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Certifications, Processess & Tasks
Certification Audit Trail Reporting

Hi, Is is possible to export the certification audit trail within the reporting screen? When exporting either the 'process' or 'certification responses' tabs, there is no visibility as to when the preparers or approvers have actually signed off th...

Kirk Chilton Rising Star
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0
Amplify
Turn up the volume at Amplify 2026!

UPDATED JULY 1 - EARLY BIRD DEADLINE EXTENDED Every Workiva Amplify ends on a high note, and Amplify 2026 is turning the volume all the way up! After three days of mastering the future of integrated data, compliance, and AI at Resorts World in La...

Mike Davis Community Manager Amplify Attendee Community Champion Idea Generator Data Management Suite Workiva Essentials Train the Trainer
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Home & Files
Open as viewer

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...

Lukas Rakickas Idea Generator
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0
Amplify
Win a complimentary trip to Amplify Americas: Workiva Customer Awards 완료

UPDATED JUN 30. DEADLINE EXTENDED TO JULY 10. We’re excited to open nominations for this year’s Workiva Customer Awards—and this year, we’re making it easier than ever to recognize the people driving meaningful change. Whether you're proud of a tr...

Mike Davis Community Manager Amplify Attendee Community Champion Idea Generator Data Management Suite Workiva Essentials Train the Trainer
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1
XBRL and iXBRL
11K XBRL Validation Error DQC.US.0099.9533 Validation Error

Hi,  We fully tagged our 2025 Form 11-K in-house and received one validation error (see screenshot attached). The error relates to us-gaap:EmployeeBenefitPlanNetAssetAvailableForBenefit being included in the presentation linkbase but not in a cal...

Yan Li Rising Star
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0
Documents
Alt tags in tables 답변함

Hello - we've been adding alt tags for accessibility to our documents in Workiva. But we find that if we add the al tag to the table properties or object properties for objects embedded into a table, they do not export to the PDF - while alt tags ...

Laura Turvey
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Financial Reporting Tips
Auditor Tie Out

Wanted to see if there were any best practices for integrating tie outs into workiva for use as a deliverable to auditors or other reviews, especially in the case of MD&A. We currently maintain a manual workbook for our tie-out of MD&A figures but...

KG
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Accelerate
Accelerate Frankfurt 2026: Trust Starts Here

Join your peers in finance, risk, and sustainability to connect, learn, and get ahead with Workiva. ✅ Expert insights: Hear how to connect data, AI, and assurance to strengthen decision-making. ✅ Peer networking: Share strategies with local peers...

Mike Davis Community Manager Amplify Attendee Community Champion Idea Generator Data Management Suite Workiva Essentials Train the Trainer
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Amplify
Amplify Americas giveaway #1: Viva Las Vegas! 완료

Welcome to our first of five Amplify 2026 registration giveaways. To be entered into this drawing, simply add your response in the comments below. Amplify Americas 2026 is returning to Las Vegas and we’ll be giving away five (5) free tickets right...

Mike Davis Community Manager Amplify Attendee Community Champion Idea Generator Data Management Suite Workiva Essentials Train the Trainer
101 |
6
Amplify
We're giving away 5 tickets to Amplify 2026. Here's how to get one

Would you believe we are now just over 60 days away from Amplify Americas in Vegas?! Wow, time flies! While early-bird registration is up and running, we’re excited to announce that here in the Workiva Community we’ll be hosting our Amplify givea...

Mike Davis Community Manager Amplify Attendee Community Champion Idea Generator Data Management Suite Workiva Essentials Train the Trainer
2 |
2
Documents
Lines beneath header rows layered to bottom 답변함

I have a multi-page inline table with gray horizontal lines dividing rows. There is an assigned header row with thicker dark lines. The header row's line is layered beneath the gray lines from the preceding page. I can't seem to layer the header r...

Michelle Gunnett All Star Idea Generator
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0
Documents
Clarification on Accept vs Reject Changes Permissions in Document Properties

Hello Workiva Community, We are looking for some clarification on the behavior of Accept Changes and Reject Changes permissions within Documents. Under Document Properties, there is a setting that allows us to specify whether changes can be accept...

Shradha Harlalka Rock Star Idea Generator
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0
Amplify
Nominate your PSM and win a free Amplify registration 완료

Hi friends! We are thrilled to offer an exciting path for you to attend Amplify on us! It's as straightforward as giving a massive shout-out to your stellar Professional Services Manager (PSM). From now until July 31st, head over to nominate your ...

Isabel Messore Community Moderator Community Champion
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2
Amplify
Nominate your CSM and earn a trip to Amplify! 완료

Hello there Workiva Community! We’ve got an incredible way for you to join us at Amplify—completely on our dime. The best part? All it takes is giving some well-deserved recognition to your amazing Customer Success Manager. From now until July 31s...

Isabel Messore Community Moderator Community Champion
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2
GRC Tips
Claude / AI connectors and impact on SOX and audit

My company is starting to explore using Claude connectors / MCP into our ERP to help improve efficiency around flux analysis, reconcilations and more.  Is anyone else looking into this yet?  I am trying to understand the full impact on SOX scoping...

Nancy Jordan
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Filing and XBRL Tips
XML spreadsheets modifications

We are working on including NL GAAP XML integration into our Financial statements, however before making any actions I would like to understand few things: We have working XML spreadsheets for micro and small companies in other template, however ...

Lukas Rakickas Idea Generator
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XBRL and iXBRL
Data Quality Committee: Latest Round (Version 29)

The Data Quality Committee (DQC) approved a new round of DQC rules for Version 29. The effective date for these rules will be for filings submitted on or after June 1, 2026. The DQC plug-in tool has been updated and released in the Workiva platfor...

Sonny Jablonski Rock Star
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