Hello All, Has anyone set up their Auditors in Workiva before? What type of permissions did you give them? I want them to have access to Workiva to use it for comments, but don't want them to see internal comments/workings/discussion. However, up...
We love the Slack integration for task notifications, but noticed there's no trigger for tasks that have been returned. How can we change that setting?
Is there a way to assign process preparers and approvers to multiple sheets within a workbook without having to create a process (content request) for each sheet?
Within the same sheet I have a couple preparers (Assigned to) who also have to review others work (Approval by). Does this create conflicts with how processes (content requests) assign permissions? Especially since I have it setup as all actions r...
Workiva has released an update to the ESEF 2022 taxonomy to all customers in accordance with the minor taxonomy updates release by ESMA on December 7th, alongside their conformance suite. All customers using the ESEF 2022 taxonomy will automatical...
📆 Date: Thursday, December 14⏰ Time: 9:00 a.m. CST | 4:00 p.m CET🌎 Location: Virtual About this Event Hello friends! I officially invite you to join us or our final Beverage Break this year on Thursday, December 14 at 9:00 a.m. CST | 4:00 p.m ...
Trying to connect a Wdata query to a spreadsheet in Wdesk. I've been able to do this with other queries but all of the sudden, I'm getting an "Update Failed" message due to cell limits being hit. When I run the query in Wdata, I only get 45,000 re...
Hi There is the certifications section that helps us track which users have completed the review of their risk register each quarter. However the only link to an entity/department is by naming the certificate. For example, we have to do "[Business...
Currently when we want to do a certification activity within processes, we must select who the one person is that can do the signing. However we are finding more and more use cases where the possible that could complete the certificate and do the ...
We have a process with multiple letters where most respondents include attachments to support their responses. Currently, in order to review these, we download each letter and each individual attachment and create a binder for the responses and at...
We are currently exploring using the translation functionality in Workiva but in our test cases so far the translated document does not quite have the same format as our original version. For example, footnotes that we have formatted as superscrip...
With the new Task filtering feature, you cannot make bulk edits to Users or Due Date when you select multiple tasks in a filtered view (only Tags). Without this ability, this new filter feature has limited benefits. Will the bulk edit function be ...
GRC: Roles and Permissions We're excited to announce that the GRC: Roles and Permissions e-learning course is now live on the Learning Hub! This new course has replaced our previously published “Controls Management: Roles and Permissions” course,...
Since Workiva only ensures backups of data for the preceding 30 days per the latest SOC I report, we are needing to download the PDF versions of the certifications for our record keeping requirements. When exporting the Certification Response rep...
The Workiva Platform has been updated in support of the compliance requirements for Recovery of Erroneously Awarded Compensation Disclosures (Clawback disclosures). These Disclosures will be tagged using the ECD 2023 taxonomy, which is included in...
Added a new report into Workiva with the plans on using the excel sync function to update the report. However, when I open the excel file the Workiva Sync Function is grayed out. Does anyone know why this would be the case?
My workbook contains a pair of worksheets, SheetA and SheetB. SheetA contains formulae that link to SheetB. I would like to duplicate both Sheet A & B to create Sheets C and D), and I would like the formulae to point at the new worksheets (Sheet ...
The Data Quality Committee (DQC) approved a new round of DQC rules for Version 22. The effective date for these rules will be for filings submitted on or after December 1, 2023. The DQC plug-in tool has been updated to reflect this change in the W...
Is there currently a way within a process to have a custom email sent to the signer of the letter and a different custom email sent to the approver?
One area where we're interested in a broader feature set from Workiva's ESG solution is in the "disclosure management" domain. I'm wondering if anyone has any general or specific feedback or ideas on this topic. For example, our users are frequent...
Hi, I saw an article or post with a nice summary of current and upcoming XBRL tagging requirements on various SEC filings. But I can't remember where it is located. If you have an XBRL tagging summary, please share in this community. Thanks. Ken
On November 22, 2023, the SEC announced an order postponing the effective date of the Repurchase Rule pending further Commission action. The rule was challenged in court and the SEC was required to "correct the defects" of the rule by November 30...
Is there a way to lock XBRL? I believe the current lock feature doesn't allow new XBRL to be created on text, but does it also limit capability in terms of changing fact details?
Enjoy this new, updated all-in-one 2024 SEC Calendar of Filing Deadlines! Designed for public companies required to submit filings to the U.S. Securities and Exchange Commission, this calendar highlights key SEC filing deadlines at a glance. Now y...
The SEC’s mandate for Recovery of Erroneously Awarded Compensation became effective January 27, 2023, directing exchanges to adopt listing standards. Nasdaq and NYSE amended their listing standards with an effective date of October 2, 2023, requi...
Are you spending too much time exporting information from other systems and importing it into Workiva? Would you like to automate your flow of data more efficiently? If so, it may be time to connect your source and other systems to Workiva! There...
Are you in need of sharing data across Workspaces? You’re in the right place! This is a common need when Workiva users decide to store their data and source system integrations in one Workspace and then share that data out across multiple workspac...
Hi, I have seen previous posts about splitting a long section into multiple, more straightforward sections. This seems a great time saver on long documents then creating lots of sections and copying and pasting bit by bit. However, I cannot find ...
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...
