The three-year transition period provides form 11K filers enough time to prepare and get ready for the inline XBRL mandate - just wanted to know if any filer will tag their form 11K this year? Thanks!
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Workiva Sync
답변함
Will Workiva Sync be available for all Workiva subscribers? Or is it a separate subscription?
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Is the feature now available to allow signers to sign without entering username/password? I see the option to allow them to either type name or just click to sign, but wasn't sure about the higher level for accessing in general. Thank you.
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We are thrilled to announce that the ECD 2023 Taxonomy has been released in the Workiva platform and is now available as a standalone taxonomy as needed for proxy filings and also within the US GAAP 2023 and US GAAP 2023 (CEF 2023) taxonomies. For...
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Is there a way to add floating text to a chart in a document? I am wanting to insert a percentage on a bar graph.
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Wdesk needs to improve functionality to meet typical users needs: 1. You should be able to edit more features after the original request is sent( add samples, tag request to another control,etc..). Another basic feature that is missing is the abi...
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We include our Proxy in our ARS- however; currently, the proxy lives completely outside the ARS document as we've never needed to combine them for a filing. We are debating the best way to incorporate- one idea is to bring the ARS in as non-printi...
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Hello, is there a setting or some other way to always land on Home/My Dashboard whenever you log in? Right now whenever I log in, it just picks up where I left off (e.g., Audits, Files, Remediation). The first thing I always want to see when loggi...
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I'm curious to know if any of you have hands-on experience with Wdesk (Workiva) for sustainability reporting for at least one full year? I am gathering additional insights and would appreciate it if you could share your experience and how it has w...
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I need a heading on just the notes section of my financials that says my company name and then "Notes to consolidated financial statements" Is there a subheading option in a section. My heading is the table of contents for every page, so I cannot ...
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We are using time tracking in our SOX testing to track and calculate the time spent for SOX-testing. Recently we've changed (i.e. deleted) some time entries from a test form. However, we noted that the correspondent time tracking report still cont...
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I have assigned certification to the user. User received the email. User was able to access Wdesk but is getting error message. Why the error message, if he received the email with the link?
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I do not see the option to set reminders. Will I be able to set reminders same as in old version?
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I have created and started new process. It appears as certifications have not been sent. > certification status is 'waiting' - what do I need to do change status to 'sent'?
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If a classic certification / process is closed, will it be auto migrated? Thanks, Tim
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📆 Date: Tuesday, June 20th⏱ Time: 1:00-2:00 p.m. CDT🌎 Location: Virtual https://workiva.wistia.com/medias/gse70h92qw About this Event Hello friends! I wanted to let you know about our next Office Hours event we’re hosting here in the Workiv...
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Greetings! We at KPMG were trying out a POC where we wanted to utilize the Workiva provided Chain API “Execute a chain”. However, when we passed the required parameters and ran the script in python we were getting error 400 as response. Can you ...
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Hi, There are times where deleting a single file from the Trash would be helpful. Is this possible or will it be soon?
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Hi, Is anyone aware of how we can have the external auditors be able to export files in bulk as there are certain documents that they will need to bring out of Workiva into their audit tool. Thanks!
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To assist with efficient communication of outstanding requests, is there a way to automatically generate a requests summary report of all outstanding requests for an assignee that can be sent on a specified frequency? For example, every week an em...
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Hi, I just created two test certifications using the new process. In the first one there are no exceptions to the questions and the summary shows "completed", yet the responses tab/icon shows a status of "pending review" for every question. In t...
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Hello, everyone! We have decided to give users a little more time to get used to the new binders product and are waiting to deprecate all classic binders until June 21st. Also, this week we will be releasing the ability to send a binder for revi...
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Hello, is it possible to stop automated email notifications on creating and editing Tasks? I would like the first email notification on a task being send a couple days before due date.
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I fear I might have been the only one using the "People" functionality in the old Account Admin - but I used THE HECK outta that tool to see all the groups that a given user was a member of in a workspace. Is there any plans to incorporate that fu...
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One area of feedback that came out of our Q1 debrief was the interest in getting status of the draft out to the team more frequently and timely on draft nights. One thought I had regarding this is if there was a way to use outline labels to indica...
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Dear Community, I would like to set a validation template to cross check the same KPIs across documents - slides/reports/etc. Linking the KPIs from the slides redirects to the source file - if someone manually changes the KPIs in a slide, validati...
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Hello. I am trying to upload a text file as a test sample. I have tried every version I can think of and keep getting the same 404 not found. Here is my code. curl -v -X POST -H 'Content-Type: application/json' -H 'Accept: application/json' -H "A...
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How do I create a certification template from my already existing files I migrated to the new experience?
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When creating a new quarterly report, the most recent report does not automatically reorder with the most recent at the top or even in the order of Q1, Q2, Q3. I'm seeing Q3 in the middle, out of order. How can I reorder the reports?
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