Is it possible to add a textbox or button within a control overview screen? We have external audit relying on certain controls and we want to be able to create a table specifying the status of testwork in relation to those specific controls.
Today is the day! Registration is open for Workiva Amplify 2021. Join us Sept. 20-23 for this completely free, all virtual conference featuring 70+ sessions and tons of CPE opportunities with the top thought leaders in the accounting and finance ...
We roll forward our documents to produce our statutory financial statements and MD&As. However, there isn't an option to delete all comments in a document so that we can start again. Resolving isn't as effective because we can't filter on resolv...
I set up the chart with one font size for a label. Now when I try to change it, the icons in the toolbar are not available. I also want to make the titles of various charts the same font but am unable to change those either. One title is perhaps b...
I see how to add a page number to a footer, however, how do I format the footer so that the Page X of # of Pages in document is reflected?
We are trying to link text from Document 1 to Document 2. The text has a lot of italic words but when I link from document 1 to document 2 that is lost. We are also linking from Document 1 to Document 3 and have zero issues linking there. I isolat...
Hi, according to the Help articles, it looks like it is possible to send a reminder to a late contributor, but when I go to the task, "Remind" is greyed out.
I need the left axis to be dollars and the right axis to be number of days. I did not see a days label in the cell format so it is not creating a right axis.
We are excited to announce the launch of the Workiva Marketplace, a new spot for you to explore ways to be more efficient, work simpler, and get started faster. But what is the Marketplace, exactly? I'm glad you asked! The Marketplace came about ...
Hello, We make ample use of the link functions and prefer to link variance numbers into our text explanation cells. Currently we want to present the same explanation in multiple locations with the same format but Workiva is notifying me that "Link...
How do you make revisions to a document after the task/process action associated with the document has been approved?
On July 2, 2021 the Data Quality Committee (DQC) updated their rule plug-in tool for the latest set, round 15, of data quality validation rules. The effective date of adoption for this release for filings submitted as of September 1, 2021. The lat...
My organization recently enabled wData and I'm trying to build a chain that takes a specific cell value from a spreadsheet and uses that to update the parameter of a query. After that, I would like to run the query and export the query results to ...
Actualmente sólo es posible imprimir documentos completos o por secciones, pero no existe la opción de imprimir por páginas o rangos de páginas. English Translation: Currently it is only possible to print entire documents or by sections, but there...
Hi, it would be great if Workiva can improve the process around disconnected comments. We have easily 100 users actively working in the Annual report document in Wdesk. If a user makes a comment and another user updates or deletes the text where t...
Authorship allows users to see who authored content, and at what point in time, with ease. Currently this will be on a per section basis. If you'd be interested in signing up for this beta program, please comment below and we'll reach out. ...
Inline Spreadsheet comments give users the ability to view comments directly in their sheets by clicking the comment indicator instead of having to navigate to the panel. If you'd be interested in signing up for this beta program, please comment b...
The feedback we receive from you, our customers, is the lifeblood of what makes the Workiva Platform the incredible experience it is today. Your valuable input is what fuels our inspiration and guides us on our journey to provide a powerful yet si...
Hello, I have a HTM file created outside of WDesk that I need to include as an exhibit to a filing. I haven't been able to upload the file to a folder in WDesk, but I can upload it to the filing after I create it. However, by doing that I am unabl...
A Control Owner is getting a yellow triangle next to a file when attempting to upload within a PBC Sample request. The file size is 544 MB and it is an excel .xlsx file. Any hints as to what that error message means, and how to resolve it? Thanks!
Is there a way to adjust the standard 1" all around margins on a PDF created from a spreadsheet? My worksheets that should print on two pages are stretching over four because the margins on the PDFs are huge. Changing the orientation from landsc...
Can someone help me with this? I have a table in a footnote that had 5 table footnotes under it. A couple of quarters ago, I had to insert a new table footnote (#4). After I tagged it for iXBRL, it displays with a different yellow shading. What do...
Not a member of the Workiva Community yet? That's ok, nobody's perfect 😉 To join, follow the steps outlined in the video (and listed below). https://workiva.wistia.com/medias/g843i6bdni Log in to your Workiva account Click on Help > Learn & get ...
The following suggestion was shared by a fellow Workiva customer: For Footnote with automatic numbering, we'd like to have the ability to restart the numbering at 1 on each page If you also would like this feature request, feel free to comment ...
Wanted to plug a recent addition to our Help site—Solution guides! Found under Getting started, these guides provide an overview of specific solutions and include info on relevant training materials on the Learning Hub, links to corresponding Help...
Hello! We have currently been using Outline Labels to show where the review status of each section. Our current process has been focused around the Financial Reporting team, since we are over the audits. That being said, we are getting more depart...
Hi all! As mentioned here, as of today's EDGAR version 21.2. release, the following changes were introduced on the EDGAR: SRT-2019, US-GAAP-2019, COUNTRY-2017, CURRENCY-2019, DEI-2012, DEI-2019, EXCH-2019, RR-2012, SIC-2011, and NAICS-2011 Taxon...
From time to time, Workiva rotates our TLS certificates so anyone working in the Workiva platform has the most secure experience possible. Most networks are configured to automatically accept our most up-to-date TLS certificate. When this best pra...
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...
