Is there a way to delete comments that are all resolved? We typically have a few comments for future filing period but it is cumbersome to go through and delete each one individually. It would be great if there was a feature that allows you to bul...
We're in the process of connecting Wdata to our NetSuite environment. We'd like to use the NetSuite Token Authentication Connector. The goal is to use a Saved Search in NetSuite to aggregate the monthly financial data (either as a trial balance or...
Transparency requirements say that companies have to publish the legal Annual Reports themselves, and make them available for at least five years. There is not an explicit requirement that this should be on a company website, but in practice, this...
Our reports' page numbers are displayed with dashes before and after (e.g. -1-), is there a way to customize this is wdesk or do the dashes have to be added manually?
Currently testing to use comments to send notification to non-audit users regarding their issues. Can non-audit personnel access comments in issues? It appears that they cannot -- is this as designed or is it as a result of the new remediation e...
Trying to tag the cover page for the 10-K. Moved to iXBRL in 2Q and Next gen in 3Q. The source value is showing as numbers. I tried different methods - linking , creating a source link and just highlighting, right click and creating a fact. In A...
Working in XBRL I have accidentally pasted a level 4 fact over an existing level 1 fact multiple times because I forgot to click "Create fact" first after selecting the link or table where I am pasting the level 4 fact. I am used to just clicking ...
WATCH ON DEMAND About Looking to close out 2020 with some positive momentum? Are you already thinking about how to up your Workiva game next year? In this one-hour webinar, we’ll take you on a whirlwind tour of our most impactful recent release...
DateThursday, December 3rd2:00-3:00 pm EST Register Now Do you use the Workiva platform for SOX, internal controls, internal audit, or enterprise risk management? Are you eager to learn the latest platform features and get a sneak peek of what’s ...
I found the instructions for hyperlinking new exhibits in Next Gen which say that they must start with "https://www.sec.gov/..." However, in Classic, we were instructed to remove the "s" at the end of "https." Now that our 10-K has been transition...
I'm sure there's a solution for this, but I can't seem to find it. If I enter a share price ending in .00, (e.g. $55.00), the number is truncated and displays simply as $55. Is there anyway to fix to display to two decimal points? Thanks.
Hi all, I don't remember this being an issue under classic, but maybe I've blocked it from my memory… If you have right aligned text within a table, spaces between words become a 'hard' space, forcing text slightly to the left and ensuring that an...
This blog appeared on Workiva.com on Nov. 19th. Written by Matthew Zach. Meet our Team All of Workiva’s product teams have something in common: none of us have all of our team members working under one roof on a daily basis. The Presentations pro...
I have multiple documents linked to one spreadsheet (not sure of naming, but all are next Gen.). They are not in a project/folder. Is there a way to put them in a project/folder so I copy everything at once and keep the links?
Hi all - wondering if anyone is considering using Certifications in order to "sign" Edgar filings going forward? The rule requires the signatory to present a physical, logical, or digital credential that authenticates the signatory's individual id...
In the NexGen editor, is there a way to insert multiple rows in a table after the initial table is inserted? The standard table comes with 10 rows, but there are times I would need 35+ rows. (For example, building out a compensation table in the ...
Is there any timeline on when the Find & Replace All feature will be available in Workiva spreadsheets? Currently the only option is to find and replace, and this has resulted in our team having to manually find and replace for several thousands o...
The latest set of the Data Quality Committee’s (DQC) validation rules are now available in Workiva. US GAAP filers may see validation messages related to unintended element usage, face statement elements with no associated calculation, and invalid...
We are trying to build an Assumption management process flow. As part of this we are looking at a situation where we need the spreadsheet tab to be exported into a CSV format as the final file using a chain. Can we accomplish this using a chain wi...
Does anyone else find it quite difficult to see the highlight shading for next gen iXBRL when looking at the your documents? I need to turn off highlighting to show the dark green triangles but it is still a pain to catch untagged items. In Clas...
When should the "Net" label role should be used?
Hi there. We have a spreadsheet that is auto-populated via a chain ("Overwrite Sheet" command) multiple times per day. We then publish the contents of the sheet to other users as a connected sheet. This requires us to hit the "REPUBLISH" icon e...
A few years ago, one of the TEC events, we were told never to customize axis and domain, as the whole hypercube will be not searchable. I was informed in recent xbrl trainings, that it's now fine to customize axis and domain. Want to check if it's...
I had to delete note number 2 in my 10K, therefore, needed to update the numbers for all of the following notes. I noticed that the paragraph properties tab on the right panel has an option to "continue numbering from previous item" or "restart nu...
Is there any way to import a chart made in Excel into a wdesk document? Or does it need to be created within wdesk? Thanks, Tatiana
DateThursday, December 32:00-3:00p.m. EST Register Now Quarterly filings are one thing, but the 10-K and external audit are the real deal. If you’re looking for ways to avoid issues with your year-end disclosures and external audit for 2020, you’...
The following feature enhancement was suggested by a fellow Workiva customer. If you too would like this feature, vote it up or let us know in a comment below and we’ll get your feedback connected to our Product Team as well. I have created a bl...
I am creating a stepwise text table in situ, with one step for each row. Each step is numbered: e.g., 1. <text> The problem is that I can't type a closing period after the number -- it keeps disappearing. Any ideas?
Hi I am having a problem in next-gen where I have two tables after each other in a document. I am trying to remove a blank line from between the two tables but if I press delete, backspace, or any other kind of function, Wdesk tried to delete the ...
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...
