Afternoon! I just wanted to confirm that changes made to a Next Generation Document save in 5 minute intervals, correct? What exactly does that mean? If you are making changes and you log out too quickly (before the 5 minutes) will your changes ju...
HI! I was just curious how teams are utilizing the track changes feature in Next Gen Documents. We've never relied on track changes in any of our Wdesk filings in Classic. Do teams use it throughout their reporting process or just at a certain poi...
Good morning, We are having a problem that I will try to explain in detail to see what options do we have. We are working with a Design Agency that is designing our Management Report. We send them different word files, pdf and Excel files, and the...
This blog originally appeared on Workiva.com on Oct. 2 Written by Steve Soter Teams accustomed to using desktop-based programs, face-to-face meetings, and paper binders have needed to improvise lately to virtually close the books and manage finan...
When I select a label and right click in my XBRL Outline, the "Edit Label" does not appear as a selection so I cannot change my label name. This is not one in which I can use the Label Reference.
Hello - is there any way to lock the column widths in Next Gen spreadsheets as well as tables in Next Gen documents? Users are changing them on us and we do not want that.
Hi - Question on using a chain iterator. See screen shot below. The values entered into the iterator section of a chain command - Do these represent values that are used in other sections of the chain command configuration? In the example below ...
Is anyone else experiencing issues with adding a comment to a cell of a table within the new review feature?
Is there a way to insert the page number of a section into a cell in a table in a Document? This was possible in Classic. I could right click and select "insert page number of section" and then select the section needing a page number reference.
I wanted to see if there was a way to delete an attachment in the References section of a PBC Request. The request has already been sent and is in Progress. The Assignee and the Approver are the same individual but when she goes in she does not se...
In tables in Classic documents, when using right justification with indents (to center numbers but still align by decimal), numbers with and without brackets would align with the numbers together, and the right bracket would "float" to the right o...
All our tables are set to show "as displayed" but there have been instances where we miss one or two. So my question is, is there a way to check for formulas set as full precision?
The reviewer's name was removed from a step in the review plan, so now the test needs to be approved. However it's not 'assigned' to anyone to approve. The approve button is disabled, and the review plan can't be changed. Any tips to move this tes...
Hello, We are implementing NextGen for Q3 and our process is to send reviews to our external auditors. In using classic, the external auditors permission was always set at "viewer." In using NextGen, can we remove their "viewer" permission and...
What is most simple way to split a document (without sections) into several sections? Is it not possible to select text and then click on a create/add section button?
Hello filers! Wanted to keep you apprised of an SEC issue we're tracking that was introduced with the EDGAR 20.3 release on September 21 that’s causing a banner to appear on the iXBRL Viewer stating “Inline XBRL viewing features are minimal becaus...
What would be typical process of importing data directly from the general ledger to financial reports in Workiva? What files or connectors need to be created to facilitate such process? Also can this be done in house by your client or has to eng...
I have a large excel file (about 46K KB) and i have a feeling due to the size it is not importing into Wdesk, anyone had that issue before and was able to fix it or work around it?
Below are some commonly asked questions about submitting a filing to the SEC EDGAR site. To stay apprised of any filing issues or announcements, we encourage you to bookmark the EDGAR News & Announcements page and subscribe to our Workiva Status p...
Hi everyone! Some of you may have seen that the SEC recently posted some guidance about the value to be tagged with XBRL and iXBRL in 8-K filings for the tag DocumentPeriodEndDate (aka Period of Report) This guidance clarifies what date should be ...
Hello,I have a chain that normally runs fine with no errors, but periodically it will error out. Given that this only errors out sometimes, I feel the issue is not with the query itself. Does anyone know what this error message means, and what c...
Hello, I'm looking at ways to improve setup for our documents and spreadsheets. We have 2 separate spreadsheets (Financial Statements and MD&A) linking to the respective documents of the same name. How can we set up a single source spreadsheet and...
Hi, I tried to follow the instruction here https://support.workiva.com/hc/en-us/articles/360035643812 to schedule a chain. I don't see the same options when I go into Chain Settings as recommended on the article. Mine looks like this... Thanks for...
One of my biggest Pet Peeve's working is when you are copying+pasting in Spreadsheets it also copies the format related to the cell outlines. We have specific outlines for some of the tables we use and it is very frustrating that is does this when...
In NextGen, is there a way to change the font style in all the sheets of a Spreadsheet at the same time instead of going sheet by sheet (much like applying a font style change to an entire Document instead of going section by section)? When we upl...
1. I have a next gen document (text) with two columns. I have two tables in each of the two columns so kind of a 2x2 grid of tables. I'd like to add a 5th table to the bottom of same page which spans the width of the entire document. This table...
One of our tables is currently split and it crosses over several pages. The issue we are having is with totals. Right night there are 3 separate tables and I would love to just have one table so that adding up totals is easier and less cumbersome....
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...
Ready to own your Sustainability Program roll forward with total confidence? We know that rolling forward your Sustainability Program and Carbon data means managing a lot of moving parts at once. To help keep things organized and ensure nothing ge...
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 ...
Designed Reporting has evolved! Draft to Delivery: A Designed Reporting Journey is a connected, blended learning experience designed to help learners build confidence using Workiva’s Designed Reporting tools to create polished, profession...
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...