Hi, Is it possible to use IBM Planning Analytics TM1 connector to connect to Cognos Controller? Br Martin
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Hello, I read a post recently about the new binders having a "tabs" feature similar to classic binders to give the ability to organize large volumes of files; I was recently looking and it does not look like a feature similar to "tabs" is availabl...
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Hello, Is it possible to send te letters within a process at different moments as it was possble in the old plateform. Meaning sending some letters on week one and once the letters are signed we can send to the next level on week two and so on. ...
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Hi! I have a couple of questions - some of which have been addressed in this forum before. As we're about to start quarter-end in a few days, we wanted to confirm before 6/30 a few features that were in the Classic version: 1. Signing without l...
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I don't see a "Migrate processes" option in Attachments. Will they be auto-migrated?
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Is there way to customize the email, either in bulk or individually, that goes out to Signers when you Run a Process? Currently they all look like this: Julie Walker, You have a certification task to complete. Please review and certify the let...
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It would be great if an end user could simply upload a list of pbc requests rather than go through the CSM. When I used Workiva in circa 2018 with a different company this was a request then. Fast forward to 2023, this is still a request now.
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I am an org admin and I had chosen to be notified when people accessed our workspace and did certain things within WDesk to documents, etc... I no longer get these notifications and I cannot find where to make the selections. I was informed by cu...
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Hi, In the new certification process, under the status we see various color represented, for different activities. One such activity is, when a process is completed 100% the color is Green. We also see a process which is 100% but the status color ...
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I've migrated my processes (of which, the more complicated ones have 3 letters, one of the letters will go to each of 122 assigned recipients). I also created 3 groups in old Certifications and migrated the groups. Again all members of a group wil...
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Hi there, I would like to point out that the password complexity requirements for our users who do not and cannot use SSO (single sign-on) recently underwent a significant change without any notifications being sent to the admins of the Workiva to...
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Hello filing enthusiasts! You may have seen that on June 20, 2023, the EDGAR release 23.2 included the support for new and updated taxonomies, including the 2023 SEC IFRS taxonomy. The Workiva Team is working on adding the SEC IFRS taxonomy to our...
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Hi, I am trying to test the new certifications and I am having trouble performing several functions that I was able to do with the legacy certification process. Would someone be able to walk me through the steps to perform the following? 1) After ...
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On 8/31/23, where will all historical certifications that are auto-archived be located and can we view it as needed? Is there a way right now I can see closed processes' activities and track report, before 8/31, in the new Certification?
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I have migrated my Q1 Certifications but now where to do I find them? I looked under Processes and nothing is listed.
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There isn't a delete option and when I highlight the footnote there is no way to delete.
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We send quarterly our SOX certification to around 50 signers. The training for the new processes said, I should set up a user group for this. Well, we set up a user group in the old Certification system, I was able to migrate the group, I can sele...
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I am in the process of migrating to the new Certifications Process interface. In the old Certifications interface, I was able to copy or "roll forward" a certification letter into the succeeding period without including signers. This feature was v...
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Hi, Within the classic certifications users were able to add tags to items to improve the reporting functionality, is this within the release schedule for the new processes module? Also will it be possible to create user groups and assign groups ...
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Have there been any changes to the time tracking in the test forms? We've noted, there are much more fields than in the past year which creates confusion for our testers which fields need/must be populated? There was no such announcement, nor does...
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Good morning. I just got a new Dell laptop and my IT rep got WDESK set-up, the issue is that now, using Chrome like I always did, when I open a tab (my 10Q or workbook or both), the "x" that used to appear on the right side of the tab is now show...
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We're importing workbooks, all formulas are working except for the SumIF and SumIFs. After reading some of the posts similar to what we are experiencing. We need help since we are unable to make SumIF/s work. Below are screenshots of the SumIF f...
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The clients Adaptive Planning admin and myself are having an issue with the "Edit Export Data" The parameters Dimension Value Filters and Dimension Data, we are unable to get all members of a dimension to return. Direct children is selected. The ...
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POA
답변함
How do I get a power of attorney form in the new section 16 to attach to a filing and do I have to attached the POA to every filing or is there a default that will automatically attach it each time?
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Hello, Is there way for those of us in the UK who are using the XBRL tagging for HMRC to test that our submission will not fail when we submit to HMRC? Thank you. Zan
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I'm having a hard time removing footnotes. I was able to delete the footnote content at the bottom of each page, but was unable to remove the numbering in the body texts. Please help. Although I was able to delete after downloading into word, jus...
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Are stacked waterfall charts available or on the way? We are trying to move our graphs from Excel to Workiva, but have ran into a couple items that are preventing that. Please note, I do not have designed reporting. Thanks!
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Hey there, Workiva Users! Has your team been looking for eLearning content in Spanish? Look no further! As part of our commitment to creating relevant and accessible eLearning content, we have translated and recorded several courses and demonstra...
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Good afternoon, I just got my first chance to play with the new certifications tool within processes. I have a few questions/comments that I was hoping someone could help clarify or ideas to include going forward. First, this feels very clunky co...
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My team is in the process of migrating to the new Certifications Process experience. In the old Certifications experience, we were able to export all signed letters to one PDF, whereas in the new process we have to open each individual certificati...
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