Is there a way to include a placeholder in the file section of a Workiva instance? We are creating file structure templates within our Partner account to be shifted to client instances. Being able to create a placeholder where you can, at a late...
After a request has been sent, if I update permissions and assign another "Owner", "Editor", or "Viewer" on the request, will the be notified? Will there be an option to update the "Notify Others" box after a request has been sent? And if someone ...
Hi we have an issue with the table content numbers link. We have the current table of contents. On the footnotes section, the right column is supposed to show 8-14 which is linked to "bookmark page number" and shows the page range 8-14. But now i...
Hi, Is there any way that I can import the Control owners in Workspace to add to the Group Under "Members" tab of Classic Certification module?
Great news! The FERC 2023 Taxonomy is now available in the Workiva Platform and has been enabled on all FERC related Workspaces. Workiva identified issues with the FERC Validations and Viewers after the initial April 5th Announcement on the FERC e...
I'm a newbie for Workiva Section 16 For a Form 4 - I want to delete the first row of 4 in Table II - Can you do that?
Hi!! I want to store the column number where a specific value is located in a cell of a spreadsheet with chains in Workiva. Is it possible?
📆 Date: Thursday, May 11⏱ Time: 2:00-3:00 p.m. EDT🌎 Location: Virtual About this Event This program is designed for Certified Public Accountants, other accounting professionals, and financial professionals. This course will provide an over...
How do we know if we received notification of migration? I am wondering if I missed it.
I'm grabbing a fresh access token, and I believe that it has the correct permissions. However when I do a `get`, it's coming back with `No valid API token provided`: url: https://api.app.wdesk.com/platform/v1/users headers: user_headers = { 'Ac...
Hi, I have a very strange exhibit, in that it is a workiva document that is not be included in the 20-F filing, nor supplied to the SEC. I need to hyperlink it, so I have done to the workiva document (which seems fine). The trouble is that I have...
📆 Date: Tuesday, 25 April⏱ Time: 9:00 a.m. CST | 4:00 p.m. CEST🌎 Location: Virtual About this Event Beverage Breaks are a series of community-only virtual events designed to provide you and your like-minded peers with networking opportunit...
Advanced Workiva is our second course to become CPE eligible! Advanced Workiva combines Workiva features like connected sheets, rounding, and binders to transform your processes. Help bring greater efficiencies to your organization by incorporatin...
How can I see all my evidence from each month that I have uploaded in Workiva? Unfortunately I have not found that.
I linked data from an excel in the same folder. However, when I change the data in the excel, the document can not auto refresh to reflect the change. What should I do?
📆 Fecha: jueves, 20 de abril⏱ Tiempo: 11:00 a.m. - 12:00 p.m. CDT🌎 Ubicación: Virtual Registrar aquí Acerca de este evento Esta demostración en vivo brindará una introducción general al uso de la plataforma Workiva. Cubriremos el seguimiento...
This blog originally appeared on Workiva.com on April 10, 2023. Written by Samantha Azoulay, As of March 20, 2023, the EDGAR system was updated to support the 2023 GAAP Financial Reporting Taxonomy (2023 GRT) and other SEC taxonomies releases. T...
I need to insert a page number for each section of the documents, I would like it to have the page number of of the number of page numbers for the section and to automatically change if the section pages increase or decrease. Is this possible?
Necesitariamos un usuario que pudiera ver los cambios on line en los documentos (sin necesidad de generarles un preview que tuviera acceso "limited viewer"), pero que no pudiera imprimirlo en ningún formato, ni pudiera generar milestones o blackli...
📆 Date:Tuesday, April 18th⏱ Time: 1:00-2:00 p.m. CDT🌎 Location: Virtual https://workiva.wistia.com/medias/sam0q16lqs About this Event Hello friends! I wanted to let you know about our next Office Hours event we’re hosting here in the Workiva ...
Is there a way to automate paragraph breaks so that when two of them break perfectly at the bottom of a page, the second paragraph doesn't skip the first line of the next page? At present, I manually delete the space, but if (when!) we amend anyth...
Hi Scripting early adopters, I am reaching out to coordinate on potential permission updates needed to your Workiva scripts.File-level permissions will start being enforced for Workiva Scripts starting on the week of April 24th. You will need to m...
Dates & Times 8:00 a.m. CDT May 23 thru 12:00 p.m. CDT May 26 Location Workiva HQ2900 University Blvd.Ames, Iowa 50010 About the workshop The Workiva Connected Experience uses its Data Management Suite to build efficient, flexible, and transparen...
Hi, I have observed that the Document Healthcheck no longer flags .png files as unsupported in SEC. Previously, this flagging helped us save time in troubleshooting, as it allowed us to easily identify and address errors in the .png files. I am cu...
Our organization would like to adopt Sync using our spreadsheet. However, we were told it’s not compatible since we using Apple, only compatible with Windows. Is there a work around using the sync spreadsheet option or will this be available soo...
Should the period of the report we input when filing still be the future dated annual meeting date or has this changed and should now be 12/31/22 to match XBRL tagging?
We received this DQC error, not sure how to fix. We've looked everywhere for the axis ScheduleOfEquityMethodInvestmentEquityMethodInvesteeNameAxis, but it doesn't seem to be in the taxonomy? (DQC) The filer has reported a value for the element us-...
My team is working on tagging the new footnote requirement for supply chain financing arrangements and was wondering if anyone has found a tag to use within the 2022 GAAP taxonomy or if a custom tag is needed for the time being. If custom how do y...
The U.S. Securities and Exchange Commission’s recent updates to insider trading rules aim to further level the playing field between investors and company insiders who have more information than they do. But the changes also include a few new da...
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...
