Documents
Overlaying / linking text on an image/object in Documents 완료

It would be useful if we could add text (linked or not) over an inserted shape or image in Documents, similar to the capabilities available in Presentations.   Is this in the pipeline of future developments? 

Kerry Dunn Rising Star Idea Generator
3 |
2
Collaboration Tools
Document Markup Access Issues 예정됨

Will there be the ability to markup a document without editing it? We have people who tie-out disclosures, that have view access only to the document. We limit the editing access in the documents since we don't want them to change the wording. Is ...

Maureen Rivelli
17 |
24
Linking
Changing link 답변함

I have a link in a FN (cash) that is currently a source link.  This number has been linked to other parts of the document already, however it shouldn't be a source link it should be linked to the main F/S (balance sheet - cash).  If I change the c...

Nichole Alvarez
2 |
0
Documents
Hide Footer

How can I hide the footer on the first three pages of my proxy document, including hiding it at the bottom of the Table of Contents?  Thanks.

Denise Hutson
3 |
1
Filing & Section 16
Federal Holiday Observed

The EDGAR system and SEC mailroom will not receive, process, or accept test or live filings today, February 21, 2022, in observance of a federal holiday (Washington's Birthday). EDGAR filings that have already been posted to the website will be ac...

Mike Davis Community Manager Amplify Attendee Community Champion Idea Generator Data Management Suite Workiva Essentials Train the Trainer
0 |
0
GRC Tips
Quarterly PBC requests - Configuration and Setup

What's the best design/configuration for Quarterly PBC Requests e.g. application's user access reports/outputs and certifications/reviews? Audit Program - SOX <Year> Test Phase - Q1, Q2, Q3 or Q4? Control - Control ID for the SOX App/System's quar...

Debra Billeaud
0 |
1
Designed Reporting
Two Column Format - Column Width 완료

We are using the Two Column format throughout our document but it appears that the two columns are forced to be spread evently (width wise) throughout the page.  Can we modify the column widths so that the first column is rough 1/3 of the page and...

Erica Worley
10 |
6
Spreadsheets
Workiva spreadsheet - symbols - adding more superscripts

Hi, I recently found out that you could add superscripts to spreadsheets via the Symbol function. I was wondering if the superscripts could be done more easily via a superscript function rather than having to go to symbols. If not, was wondering i...

Mandy Tsui
8 |
3
Documents
Copying a document with common language

Hello, I am working on filing 4 different 10-K's that have a lot of common language amongst all 4 entities. I have created a base template and created source links around the common language that will not be unique to any entity (which is a lot of...

Mike Vitale
0 |
0
All things FERC
Electric Vehicle Charging Stations

Does anyone know what FERC accounts would be used to classify an electric vehicle charging station? We're thinking an account in the 360s, but we wanted to see if anyone else had experience with this first.  Thanks!

Connor Carter
0 |
0
Wdata
Table and query migration 답변함

How can we migrate tables and queries to Production Workspace from a lower workspace?

Arpit Srivastava Workiva Platform Data Management Suite
1 |
0
Trainings & Webinars
[Webinar] FERC News & Updates 완료

Starting next week, Workiva will be kicking off a bi-weekly series of FERC Webinars! These webinars will be utilized to discuss the latest and greatest FERC news and updates. Each webinar will last approximately 60 minutes. Below are the dates of...

Mikala Reynolds Rising Star
0 |
1
XBRL and iXBRL
Dimension for Year 1, Year 2 and Year 3

What axis and dimension do I use if I have a % rate change that needs to be all tagged with the same date, but I need to add a dimension (? not sure what dimension) and a member that includes year 1, year 2 and year 3?   Thanks!

Kimberlee Bergsma Rising Star
0 |
0
Chains
Runtime File Upload size limit 답변함

Is there a limit to files uploaded via the Runtime File Upload node? I have a file that is 26meg and it rejects it. It isnt that big of a file, has anybody else encountered this?

Ryan Townshend All Star Data Management Suite
4 |
0
Documents
Footnotes sorting

Hello. I am using the footnotes feature within a table in a Next Gen document to create references (there are over 15 foonotes). I know that when I hide a row, the footnotes are dynamic and hide the related footnote and updates the order of number...

Alok Kane, CPA, CA, CFA
0 |
0
Documents
Exporting Word document with comments and track changes 완료

Hi, I understand there is currently no functionality to Save As a Word document and include comments and track changes.  I know it is possible in PDF but this would be really helpful if this function was available in Word.  Can you advise if this ...

Trudi Catt Rising Star Idea Generator
17 |
4
Announcements
Upcoming changes related to EDGAR 22 release (Apr. 2022)

Hi all! As posted here, the SEC plans to implement a change to EDGAR filing websites (EDGAR Filer Web and Online Forms) on or about April 4, 2022. The change requires EDGAR filers and filing agents using third-party software, such as Workiva, to a...

Mike Davis Community Manager Amplify Attendee Community Champion Idea Generator Data Management Suite Workiva Essentials Train the Trainer
7 |
1
Designed Reporting
Designer Resource Pack

Everything you need for designed reporting, in one place.  Workiva's Designer Resource Pack

Mike Davis Community Manager Amplify Attendee Community Champion Idea Generator Data Management Suite Workiva Essentials Train the Trainer
0 |
0
GRC Tips
Renumbering Secondary Controls

We are working to set up our data in Wdesk and are trying to plan ahead on how to handle secondary controls.  Does anyone else renumber secondary controls when they change their risk profile?  If so, what format have you used for control numbering...

McKay Bates
1 |
0
Charts
Trendline

Is there a way to add a trendline to a bar chart like can be done in Excel?

Melanie Smith All Star Idea Generator
1 |
0
Presentations
Issue on table format when exporting in PPT

Dear All,  When I export the presentation in PPT, some table appear bigger than it was in Wdesk. I have checked the properties etc...But I'm unable to see what to do. Can you please advise me on that ?  Thank you in advance for your help, Melanie

Melanie Denis
1 |
1
Documents
Line numbering

When I export the document to Word the lines are being numbered, but we do not have "Line Numbers" turned on for the document or individual sections.  How do I get this to stop?

Danielle Slywka Beta Buddy
0 |
0
Documents
Section numbering / reference automatically updates 답변함

Hello, Wondering if someone could help in relation to references within sections. Say we had the following section set up in a document: 1. Introduction (Section) 1.1 Summary (Child Section) 1.2 Key Points (Child Section) How do you make the refer...

Nick Hirsch
1 |
0
Workiva APIs
Get report data via API 답변함

I was asked to use the api https://api.app.wdesk.com/platform/v1/graph/reports/<reportID>/csv to get the data in csv format. I logged into the WDesk, and I am seeing the report at https://app.wdesk.com/a/<workSpaceID>/report/<reportID>. I  used po...

Radha Purushothaman
1 |
0
Documents
Keeping percent on same line

Is there a way to keep a percentage with the word percent spelled out (e.g. 70 percent) on the same line in a document?  I know with numbers (e.g. $3 million) there is an option to keep units on the same line.  I don't see the same option with per...

Ricardo Alvarado
5 |
2