Documents
Formatting in Copied Docs Not Following Original Doc

Anyone else noticing formatting issues in their copied document?  Especially preceding tables, my hard return is gone or in the case of a lead-in sentence with a paragraph property adding say a 6-point space after, the table is taking on the parag...

Barbara Wheeler
4 |
0
Chains
create file command- explicit delimiter 답변함

I am trying to upload a file to a table using chains via create file command. I don't have an option to specify the delimiter of the source file and it is taking comma by default. my source file contains descriptions which have commas. So, I canno...

Ganesh Karri All Star Community Champion
4 |
0
Chains
How to access file content after conditional branch in Chains? 답변함

I have some file content generated by some commands, let’s say Advanced Query I then have a group command, with a conditional that checks some condition If the condition matches, I modify the file by adding a column using the Insert Column comman...

Waldo Nell Rock Star Community Champion
5 |
0
Trainings & Webinars
[Webinar] 2021 US GAAP Taxonomy Updates 완료

Event Details Wednesday, June 22:00 - 3:00 p.m. EDT WATCH ON DEMAND HERE About Event The US GAAP taxonomy has been updated for accounting standards and other improvements by issuers filing with the SEC. As reliable as new changes are every year...

Mike Davis Community Manager Amplify Attendee Community Champion Idea Generator Data Management Suite Workiva Essentials Train the Trainer
0 |
-1
Home & Files
Data Security within Spreadsheet

We have a spreadsheet report built with market selection in POV. The data changes with change in market selection. I need to know if we can limit the data visibility in that single report in such a way that UK market user should see only UK data a...

Samir Karpe
3 |
0
Amplify
Amplify Event Series: Financial Services Day 완료

Event Details Tuesday, May 11th10:00 a.m. - 3:30 p.m. CDT REGISTER HERE About Event The need to be 100% right 110% of the time has forced teams across the Financial Services sector to add layer upon layer of complexity to our work. Join us as we ...

Mike Davis Community Manager Amplify Attendee Community Champion Idea Generator Data Management Suite Workiva Essentials Train the Trainer
0 |
0
Documents
Numbered List in a legal contract/agreement 답변함

There have been times that I need to import a legal contract/agreement from Word that has the paragraphs in a multi-level list with auto numbering as follows: Section 1 1.1  Text 1.2  Text Section 2 2.1 Text 2.2 Text I know I can convert the autot...

Diana Rosado Idea Generator
4 |
0
Linking
How to remove the dead link from the link properties panel 답변함

Hi,  Is there a way to remove the dead link from the link properties panel ? For exemple in the picture below, I have many links in which i have delete the destination but they appears into the link properties panel, I don't want them to appear, d...

Rafael BOUCHETA All Star Idea Generator
2 |
0
Filing and XBRL Tips
13F-HR Filing

I am working on filing my first Form 13F-HR. When I do my test filing, the below header doesn't show up on the second page for the information table. It shows up on the first page (cover) page. Workiva support said they thought it would show up on...

Pamela Tudor
1 |
0
Amplify
Workiva Amplify: Global Statutory Reporting Day 완료

Event Details Tuesday, 4 May, 202110:00 a.m. - 3:30 p.m. CDT REGISTER HERE About Event Your work is complex. What better way to simplify it than joining us for the free event, The Template for Simplification. Tune in to hear from your peers and i...

Mike Davis Community Manager Amplify Attendee Community Champion Idea Generator Data Management Suite Workiva Essentials Train the Trainer
0 |
0
Spreadsheets
Copy/Pasting Formulas with Relative References

I am trying to copy a formula with a relative reference to another cell, but all the relative references are acting as absolute references. For example, in cell E1 I have the formula =sumif(A:A,D1,C:C) if I copy and paste this formula down to cell...

Michael Tabler
9 |
0
Home & Files
Roll forward of the last year file

Hi I am trying to roll forward VEON Holdings file, the aim is to roll forward the document of holdings with links to only support file and standalone linked we do not want annual report LTD links in roll forward, can you please help me on this issue.

Mueez Ud din
1 |
0
Filing & Section 16
DOCX to docx - How to save

How do you load a DOCX document into the exhibit? I saw that someone said the file needs to be docx and not DOCX. How do I change the file to reflect that in word?

Kristen Schrenk Lipofski
1 |
0
Spreadsheets
External links in Imported Excel formulas

Hi, I Imported an Excel file (.xlsx) into a Wdesk Spreadsheet with cells linked to other files saved in my local PC. Workiva shows the imported cells with #SHEET in spite of keeping the link to my locally saved files. Is there any other way to kee...

ibon Clavero clavero ugarte
2 |
0
Spreadsheets
Spreadsheet Cell Indicators Legend 답변함

Is there a support page that provides a legend of all spreadsheet cell indicators in a single place? Folks that don't use Wdesk often can easily forget what certain visual indicators mean. It would be great to have one place to go when you forget ...

Rebecca Demy Workiva Advocate Beta Buddy Idea Generator Community Champion
3 |
2
Documents
Page orientation

Is there a way to set the first page of a document to portrait orientation and the remainder of the pages to landscape?  

Tracy Daniel
2 |
2
Controls Management
Bulk upload issues

Can you bulk upload issues into Workiva via template?  Or are you limited to create multiple issues like "test forms"?

IA Manager Template User
5 |
0
GRC Tips
SOC 1 Reviews

I was curious to see how others use Workiva to complete their vendor's SOC 1 reviews. Currently, within Workiva we use a large spreadsheet document, and create individual SOC 1 has a few of a standardized review template.  SOC 1 reviewers attach t...

Robert Love
3 |
4
Spreadsheets
Has anyone successfully used a SUM(SUMIFS) formula in spreadsheets? 답변함

I imported a spreadsheet into Wdesk and it has SUM(SUMIFS) formulas all over the place, but I can't seem to get them to work in spreadsheets.  So currently I have #VALUE in all the cells.  Does anyone know if Wdesk supports the use of this formula...

Kellie Volpicelli
8 |
2
XBRL and iXBRL
Your Guide to the 2021 US GAAP Taxonomy Update

This blog originally appeared on Workiva.com on Apr. 21st. Written by Samantha Azoulay. As of March 22, 2021, the EDGAR system was updated to support the 2021 US GAAP Taxonomy (2021 UGT), 2021 SEC Reporting Taxonomy (2021 SRT), and other SEC taxo...

Mike Davis Community Manager Amplify Attendee Community Champion Idea Generator Data Management Suite Workiva Essentials Train the Trainer
4 |
0
XBRL and iXBRL
inline xbrl viewer 답변함

In the inline XBRL viewer I click on "Sections" to pull up the XBRL outline on the left-hand panel. I click on "Notes to the financials" and when I click on each section, most of the time it takes me directly to the respective location of the docu...

Michelle Redditt Rock Star Community Champion
2 |
0
Filing and XBRL Tips
XBRL - inconsistency in number display in SEC Viewer

In the SEC Viewer, amounts are displayed differently even though they are set at same accuracies and entered in and shown in same units. For example, amounts in the Debt note are shown as ones in the SEC Viewer while amounts in the Financial Instr...

Paula Clayman
1 |
0
Documents
Blacklines Not Working

At times, we are unable to run blacklines from certain documents but can run them for others.  Are there instances where blacklines will fail, such as if people are editing the document?

Andrea Mosher
1 |
0
XBRL and iXBRL
Download concepts from filed 20-F 답변함

Each year, I review all concepts used in our 20-F (used to be for 10-K) so that I can see if any extensions can be replaced with standard concepts or dimensions.  I admit that I have forgotten how I save all tagging to excel, and hope that you can...

Barbara Beta Buddy Idea Generator Data Management Suite Community Champion
2 |
0