Certifications, Processess & Tasks
Recurring tasks 완료

Has this been added to NextGen - I haven't been able to figure it out and the last information in this thread is from 3 years ago? Thanks

Michelle Moerland Beta Buddy Rising Star
6 |
1
Documents
Alignment issue in a table

Hi team, We are using PDF (Beta) version for one of our documents "Form 10-K 9.30.20" and following alignment issue is observed therein. (See PDF screenshot below) However, the alignment of the table looks fine in Wdesk document. (See Wdesk Scree...

Gagan Gupta
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1
Spreadsheets
Spell Checking is Spreadsheets 완료

Is there a way to be able to spellcheck in the spreadsheets?  We are being asked this all the time by our auditors.  Is this being considered on the horizon? 

Ken Pyzik Rock Star Idea Generator Community Champion
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0
New to Workiva
Navigating My Requests 고정됨

As you continue to provide your awesome feedback in the Community, you've probably seen a few mentions both here and in your inbox regarding your "requests". We realize you may have some questions about what that means, and the good news is we hav...

Mike Davis Community Manager Amplify Attendee Community Champion Idea Generator Data Management Suite Workiva Essentials Train the Trainer
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1
Workiva on Workiva
Feedback tips: engaging in the feedback process at Workiva 고정됨

As you know, many of the improvements and new additions to Workiva’s platform are a direct result of user feedback. Our product team works hard to implement the suggestions our users provide, and while we can’t implement every one of them, we try ...

Mike Davis Community Manager Amplify Attendee Community Champion Idea Generator Data Management Suite Workiva Essentials Train the Trainer
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10
Filing & Section 16
Image naming in Next-Gen Filings 완료

Hi Mike - Can you please provide an update on the status of the below post? It is closed for comments.  https://support.workiva.com/hc/en-us/community/posts/360069907792-Images-into-NextGen-Docs-?input_string=Image%20name Unless this issue has bee...

Matthew Powers Rock Star Idea Generator Community Champion
5 |
0
Documents
reviewer role 답변함

Does anyone if it's possible for a user with a viewer role to be able to look at document reviews? 

Jenniffer Vielman-Vasquez Beta Buddy Rock Star Idea Generator Community Champion
3 |
0
XBRL and iXBRL
XBRL calculations in Next Gen 답변함

Is there a way to see that your XBRL calculation in Next Gen isn't correct without having to download the calculation report after generation?  In Classic, you could see a red dotted line and knew that the calculation wasn't working properly but n...

Mitzie Gates Rising Star
14 |
0
XBRL and iXBRL
DQC Rule 0004 - Assets

I am getting a DQC 0004 error related to Assets.  The calc includes Assets, current + PPE, net+ Goodwill + Intangibles, net.  The DQC error value seems to be excluding GW and Intang - which is causing the error.  I cannot figure out how to resolve...

Dawn Rathnow
2 |
0
Amplify
Accessing your CPE Certificates

What is SimpleCert? SimpleCert is a platform that Workiva uses to both issue and store CPE (Continuing Professional Education) Certificates of Completion issued to our event attendees. Records in this repository date back to 2017. Accessing Simpl...

Workiva Amplify Rising Star
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0
XBRL and iXBRL
iXBRL Showing fractions or numbers as text

Is there any way to have a fraction/number shown in your document as "one-third" and tag it for iXBRL without using a phantom fact?  I am familiar with showing numbers as words, but don't see this type of format as an option. Now that we are on Ne...

Lori Van Straten Beta Buddy
6 |
0
Spreadsheets
Attach a picture in a Spreadsheet 답변함

Hi, It is possible to attache the picture in spreadsheet in workiva file that this stay open every time like in excel version? thks

Eduard Curuliuc
5 |
0
XBRL and iXBRL
Are there asset acqusition concepts 답변함

With the adoption of ASC 842 our acquired properties are considered asset acquisitions instead of business combinations; however there are no asset acquisition concepts, axis, members. Should I be using business combinations or create extensions?

Matthew Simmons Idea Generator Rising Star
2 |
0
Workiva APIs
Postman Collections for IAM & Wdata APIs

The following are Postman Collections (v2.1) that can be imported into Postman for testing the Wdata API. To import, click the "Import" button in Postman and either copy and save the following Collection(s) as a .json file or import as raw text. L...

Jeff Hickey Community Champion Data Management Suite
0 |
4
XBRL and iXBRL
Table tagging

How do I tag or what do I need to do to have the blue border/outline appear for the financial statement tagging? there used to be button on the old version that allows me to enable to check to ensure all description/concept has been tagged/linked ...

Seong Jeong
2 |
0
XBRL and iXBRL
Next Gen - ixbrl viewer color shading 답변함

In Next Gen, while viewing the iXBRL Viewer with the box checked to highlight XBRL Elements, I have some green shade and some yellow. In Classic, yellow meant there was a warning, if I recall correctly, when I clicked on it I could see what the wa...

Michelle Redditt Rock Star Community Champion
2 |
0
Home & Files
Exporting all comments 답변함

Is it possible to export all documents in a project? So if a document and supporting documents have comments is it possible to export ALL comments as opposed to going comment by comment. 

Jenniffer Vielman-Vasquez Beta Buddy Rock Star Idea Generator Community Champion
20 |
2
Documents
Next gen document review 완료

There is an option in next gen documents under the view menu to "show or hide indicators".  Is there any way that this can be done so when a person is sent a review they also would not see the indicators?  It can make the review very messy and dis...

Jen Person Idea Generator
4 |
1
XBRL and iXBRL
Next Gen XBRL - cell highlight

Are the cells in the table supposed to be highlighted in light yellow to indicate that they're tagged? If so, can someone please advise why some cells are not being highlighted when they're tagged? 

Seong Jeong
1 |
0
Admin, Security, and Workspaces
Access Token from User Login 답변함

Hi - Is there a way to get the access token from the user login (without the need to set up a client id and a client secret)?  Like some kind of url call to https://app.wdesk.com/a/<workspaceId>/auth/token?

Mark Isla GSR Specialization Rising Star Data Management Suite Workiva Essentials
3 |
0
Filing and XBRL Tips
Amended 8-K

When filing an amended 8-K, is there anything special if you have to do besides setting the form type to 8-K/A when creating the package? It appears that the document itself is still classified as an 8-K?

John Beasley
6 |
0
Documents
Flagging a sentence 답변함

Question, does anyone know how to flag (for lack of a better word) a sentence in a document? For instance, one of our sections is several paragraphs long and every number that could be linked has been linked. However, there is a short sentence tha...

Jenniffer Vielman-Vasquez Beta Buddy Rock Star Idea Generator Community Champion
2 |
0
Chains
Advanced Query Command 답변함

Hi There -  Trying to use the Advanced query command under Tabular Transformation.  There is a note at the bottom of the query section that says the SQL commands of INSERT UPDATE and CREATE are not supported (see screen shot below).  Is there a li...

Bradley Coleman All Star
1 |
0
XBRL and iXBRL
Table order in XBRL SEC Viewer 답변함

When looking in the SEC Viewer (Next Gen) I have tables showing in a different order than on my Edgar/pdf versions. In the XBRL outline they are ordered how I would like them to be, but that is not how they are ordered in the SEC Viewer. Why would...

Michelle Redditt Rock Star Community Champion
2 |
0
XBRL and iXBRL
Next Gen XBRL generation and validation warnings 답변함

With Classic, when we generated we would get a set of warnings/errors. Then we also did a separate validation check which checked for different things and gave a separate set of warnings. Is my understanding correct that with Next Gen we do not ha...

Michelle Redditt Rock Star Community Champion
5 |
0