✅ Identifique quién debe estar autorizado a presentar presentaciones ante la SEC en su empresa ✅ Todos los administradores y usuarios que procesarán presentaciones deben obtener credenciales de cuenta individual de login.gov ✅ Inicie sesión en ED...
I know there is an option where a certificate gets routed for approval. This is great for a 1:1 relationship.However, is there any option to where the same certificate gets sent to three people, then it gets routed to their manager? so a 3:1 relat...
Check your calendars and get ready to join Workiva's Product Enablement Instructors in a live class over the next few weeks! Here are the upcoming sessions that currently have space to register: Deep Dive Classes (2 hours)Explore an array of fea...
Hello!Is there a way to add headers and subheaders into presentations? I cannot find this setting or anything that indicates that it is possible. Thank you in advance!
The Data Quality Committee (DQC) approved a new round of DQC rules for Version 26. The effective date for these rules will be for filings submitted on or after April 15, 2025. The DQC plug-in tool has been updated and released in the Workiva platf...
You find yourself drowning your inbox during the review process? When we chat with customers about optimizing their workflows, we often hear that the review process can be painful when done outside Workiva. Luckily, Workiva offers two powerful fe...
I am attempting to create a range link from a table within a document rather than a spreadsheet. I am able to successfully create the range link; however, when I go to paste it within a table of another document, I am not prompted with the range l...
When bringing in an image from Word or Excel or a picture, the result within Workiva is blurry. I have looked at other posts and made sure that it meets the pixel and DPI requirements that were listed but it is still blurry. Are there any other ti...
Workiva Amplify delivers exceptional thought leadership for attendees who are hungry for best practices and perspectives in the field of accounting, finance, sustainability, audit and risk. This is your chance to take center stage! We’re looki...
My org would like anyone included on a specific request whether it be a creator or assignee to be able to reopen the request even it it has been completed. My understanding is that currently only Request owners, assigned reviewers, and Data Admins...
On April 3rd, 2025 FERC announced the release of the 2025 taxonomies and as a result the 2025 annual taxonomy update is now available in the Workiva Platform and has been enabled on all FERC-related Workspaces. The new 2025 taxonomies are required...
When: Thursday, May 15 | 12:30 p.m. ET Location: Mercedes-Benz Stadium | 1 AMB Dr NW, Atlanta, GA 30313 Ready to tackle top issues as a team? Whether you’re preparing for the next big disruption or just keeping the wheels on the bus, you don’t hav...
When: Tuesday, May 20 | 12:30 p.m. CT Location: Soldier Field | 1410 Special Olympics Dr, Chicago, IL 60605 Ready to tackle top issues as a team? Whether you’re preparing for the next big disruption or just keeping the wheels on the bus, you don’...
On April 3rd, 2025 FERC announced the release of the 2025 taxonomies and as a result the 2025 annual taxonomy update is now available in the Workiva Platform and has been enabled on all FERC-related Workspaces. The new 2025 taxonomies are required...
When: Tuesday, April 29 | 12:30 p.m. CT Location: The Star (Dallas Cowboys Training Facility) | 5 Cowboys Way Suite 125, Frisco, TX 75034 Ready to tackle top issues as a team? Whether you’re preparing for the next big disruption or just keeping th...
Hello, Is there a way to bulk open all of the Attachments within the evidence testing. Currently I am having select each attachment and open with open file sync.
If you responded to a CDP 2024 questionnaire, note that the CDP Portal will no longer enable your access to those responses after April 23, 2025. We recommend you export your 2024 responses from the CDP Portal before April 22 for reference as you ...
I would like to be able to set up automated reminders to Action Plan Owners to update on progress of remediation. Is there a way to do this?
Hello! I was curious if anyone uses Wdesk Document and/or Certification letter within processes for signers of the management representation letters for their external audits. We are currently using Documents for preparation and review but are pul...
Check out the Learning Hub to find our latest course: EDGAR Next. This 30 minute course reviews key changes to filing and includes demos for the updated filing experience, adding filer API tokens, user API tokens, and delegating to Workiva! Happy ...
Hello, Is there a way to bulk open all of the Attachments within the evidence testing. Currently I am having select each attachment and open with open file sync.
We are happy to announce that the following SEC Taxonomies are now supported within the Workiva Platform: - 2025 U.S. GAAP Financial Reporting Taxonomy (GRT) - 2025 U.S. GAAP Employee Benefit Plan (EBP) - 2025 Closed-End Fund (CEF) - 2025...
✅ Identify who should be authorized to submit SEC filings at your company ✅ All admins and users who will process filings need to obtain login.gov individual account credentials ✅ Log in to EDGAR® and check that contact information is correct fo...
I have a Source file with 2 cells, I need to Sum those 2 cells and Link it in my Destination File. How to do it?
We are currently having issues converting "(Blank)" values in Wdata into null values. We tried using numerous case statements and multiple functions to convert (blank) values into null values, but the output returns "(Blank)" values again. Are the...
Within our current audit engagements we have a Test of Design connected file where we write out the details of the design of the control and our test of one from our walkthroughs. Within the document we see we have the ability to attach documents...
Are you interested in live training options for XBRL? XBRL Review Essentials: Reviewing with Confidence is our newest virtual instructor-led training for Signature Learning! This two-hour training explores review features in Workiva with practical...
How can we align the column width of Workiva Spreadsheet with Microsoft Excel. MS Excel provide the units "Pixels" whereas Workiva Spreadsheets width its not in pixels
Big news for your Scope 3 reporting! Hybrid Calculation Method V2 is now live in Workiva Carbon for Categories 1 & 2, delivering higher data quality thresholds, direct insight into raw CDP source data, and flexible version control across your repo...
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...
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 ...
Back again by popular demand, check out the 2026 SEC Filing Deadline calendar below. This calendar includes SEC holidays when the EDGAR® system will not receive, process, or accept submissions. As a reminder, filers will need to comply with ASU 20...
