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We are trying to link text from Document 1 to Document 2. The text has a lot of italic words but when I link from document 1 to document 2 that is lost. We are also linking from Document 1 to Document 3 and have zero issues linking there. I isolat...
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Hi, according to the Help articles, it looks like it is possible to send a reminder to a late contributor, but when I go to the task, "Remind" is greyed out.
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I need the left axis to be dollars and the right axis to be number of days. I did not see a days label in the cell format so it is not creating a right axis.
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We are excited to announce the launch of the Workiva Marketplace, a new spot for you to explore ways to be more efficient, work simpler, and get started faster. But what is the Marketplace, exactly? I'm glad you asked! The Marketplace came about ...
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Hello, We make ample use of the link functions and prefer to link variance numbers into our text explanation cells. Currently we want to present the same explanation in multiple locations with the same format but Workiva is notifying me that "Link...
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How do you make revisions to a document after the task/process action associated with the document has been approved?
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On July 2, 2021 the Data Quality Committee (DQC) updated their rule plug-in tool for the latest set, round 15, of data quality validation rules. The effective date of adoption for this release for filings submitted as of September 1, 2021. The lat...
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My organization recently enabled wData and I'm trying to build a chain that takes a specific cell value from a spreadsheet and uses that to update the parameter of a query. After that, I would like to run the query and export the query results to ...
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Actualmente sólo es posible imprimir documentos completos o por secciones, pero no existe la opción de imprimir por páginas o rangos de páginas. English Translation: Currently it is only possible to print entire documents or by sections, but there...
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Hi, it would be great if Workiva can improve the process around disconnected comments. We have easily 100 users actively working in the Annual report document in Wdesk. If a user makes a comment and another user updates or deletes the text where t...
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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. ...
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Inline Spreadsheet comments give users the ability to view comments directly in their sheets by clicking the comment indicator instead of having to navigate to the panel. If you'd be interested in signing up for this beta program, please comment b...
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The feedback we receive from you, our customers, is the lifeblood of what makes the Workiva Platform the incredible experience it is today. Your valuable input is what fuels our inspiration and guides us on our journey to provide a powerful yet si...
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Hello, I have a HTM file created outside of WDesk that I need to include as an exhibit to a filing. I haven't been able to upload the file to a folder in WDesk, but I can upload it to the filing after I create it. However, by doing that I am unabl...
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A Control Owner is getting a yellow triangle next to a file when attempting to upload within a PBC Sample request. The file size is 544 MB and it is an excel .xlsx file. Any hints as to what that error message means, and how to resolve it? Thanks!
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Is there a way to adjust the standard 1" all around margins on a PDF created from a spreadsheet? My worksheets that should print on two pages are stretching over four because the margins on the PDFs are huge. Changing the orientation from landsc...
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Can someone help me with this? I have a table in a footnote that had 5 table footnotes under it. A couple of quarters ago, I had to insert a new table footnote (#4). After I tagged it for iXBRL, it displays with a different yellow shading. What do...
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Not a member of the Workiva Community yet? That's ok, nobody's perfect 😉 To join, follow the steps outlined in the video (and listed below). https://workiva.wistia.com/medias/g843i6bdni Log in to your Workiva account Click on Help > Learn & get ...
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The following suggestion was shared by a fellow Workiva customer: For Footnote with automatic numbering, we'd like to have the ability to restart the numbering at 1 on each page If you also would like this feature request, feel free to comment ...
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Wanted to plug a recent addition to our Help site—Solution guides! Found under Getting started, these guides provide an overview of specific solutions and include info on relevant training materials on the Learning Hub, links to corresponding Help...
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Hello! We have currently been using Outline Labels to show where the review status of each section. Our current process has been focused around the Financial Reporting team, since we are over the audits. That being said, we are getting more depart...
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Hi all! As mentioned here, as of today's EDGAR version 21.2. release, the following changes were introduced on the EDGAR: SRT-2019, US-GAAP-2019, COUNTRY-2017, CURRENCY-2019, DEI-2012, DEI-2019, EXCH-2019, RR-2012, SIC-2011, and NAICS-2011 Taxon...
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From time to time, Workiva rotates our TLS certificates so anyone working in the Workiva platform has the most secure experience possible. Most networks are configured to automatically accept our most up-to-date TLS certificate. When this best pra...
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Date Wednesday, June 302:00-2:30 p.m. EDT WATCH ON DEMAND About There’s pressure. There’s many confusing rules. If there’s a piece missing, it’s impossible to play and winning or losing hangs in the balance. We’re not talking about board games,...
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Two requests: Is there a way to paste data from a Word document or Excel document and maintain the source formatting? Currently, whenever I pasted data from Excel to the spreadsheet, all of the formatting (dollar signs, commas, decimal places, ali...
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We recommend that their software engineers create spreadsheet functionality to allow us to select certain cells and drag (move) them to other cells. To be more clear, we're asking for functionality similar to Excel where we can drag a cell (or mul...
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I have created a webhook trigger and it works in postman. However, my user wants to click on a url and want the chain to start automatically. I get a 405 error when I pass the url along with the bearer token.
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Hello, I'd like to request a new functionality in Documents to add background images to certain pages (for instance, cover pages). Thanks
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The following suggestion was shared by a fellow Workiva customer: It is not possible to delete a custom color if, for example, were accidentally created or are no longer needed. It would be beneficial to at least remove a custom color, if not edit...
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