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The team is wondering if it's possible to have the file size of a document displayed in the file viewer? For example, when in a folder, you can currently see the name of the document/spreadsheet, who created it, the type, etc; they were wondering ...
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Is there a way to automatically show users who are actively viewing/editing a spreadsheet or document?
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Regarding the new Risks Experience that has been published, I have concerns that the permissions are not applied, and users are able to see the Risk Owners, Risk Descriptions, etc. for risks to which they do not otherwise have permissions to view,...
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📆 Date: Wednesday, January 18⏱ Time: 3:00-4:00 p.m. EST🌎 Location: Virtual About this Event The Workiva team is holding a webinar to help our FERC customers prepare for their annual filings. During this time, we will demo important product...
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Markup Toggle
답변함
Is there a function/option to roll the markup tick marks to the next quarter file (after creating a copy of an existing document which have the tick marks)?
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If you want, you can apply the criteria to one range and sum the corresponding values in a different range. For example, the formula =SUMIF(B2:B5, "TD", C2:C5) sums only the values in the range C2:C5, where the corresponding cells in the range B2:...
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I want to be able to create an equation within our documentation that will calculate % change or PQ Growth referencing data found in an existing table. Is this something that's possible?
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I have seen that in January 2023, permissions for new documents etc will be changing so that the creator alone will have permission for that document. How will copying existing documents/spreadsheets etc work and also how will new users be affect...
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I can not upload an Excel file as a test form attachment (i.e. as an evidence of an attribute testing). I tried several times with no success! Are there any criteria which Excel files need to meet in order to be uploaded to WDesk? Thank you
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I'm new to Workiva. After executing successfully the chain using "Execute Query" Command in SAP HANA JDBC Bizapp I was expecting the CVC file to be generated, but this didn't happen. I can see the recorded retrieved in the logs preview. So, 1...
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https://workiva.wistia.com/medias/tvv6rfqh51 From all of us at Workiva, we wish you the happiest of holidays this season. Looking forward to a bright new year with you all.
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Does Workiva have the ability to do an annual assessment of the external auditor? Thanks.
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Enjoy this new, updated all-in-one 2023 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 yo...
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Hello there! I thought it would be helpful if when controls are reassigned to a new reviewer, there is a notification that goes out to inform the new reviewer. We have to reallocate resources on our team sometimes and while the new reviewer should...
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Hi there! It would be very helpful and save much time if in the Testing forms we had the ability to remove documents en masse under the Attachments pane of the testing forms, meaning instead of one by one. i.e. a button could remove all documents ...
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Is there an option to send an Outline Label change to a group rather than just an individual in the "Automate Outline Labels" functionality?
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Am I doing something wrong, or is it a known thing that Find/Replace doesn't work in Presentations? The find part works, but when I hit the button to replace - it says it's no longer found even though it's highlighted right there. Frustrating.
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Our team was initially using Workiva for SOX, however we've recently added the Audit Module. When using Local File Sync, the 60-minute limit is causing some issues now, as the Audit team frequently has files open longer than 60 minutes. Why is t...
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What is the best method for inserting an Adobe Illustrator 300 dpi graphic into a proxy filing so that the graphic appears in Workiva with a high resolution? I have tried cmyk, converting to RGB, etc. with no luck. It is high resolution outside ...
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Hi, The SEC Clawback rule is now published on the Federal Register. Do we know what the requirements are for the upcoming 2022 10K? My understanding is that we are waiting for the listing exchange to update its policy. Ken
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For some reason recently, I've had some major issues with using the go to link option with Workiva: Almost every time I use it now, it wont connect to the current sheet I have open, but it just creates a new instance - rendering using a double sc...
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Hello, I am reaching out in regards to a one off formatting error. I am currently working in a document template that is formatted as "Justified Align". All of the paragraphs conform to the "Justified Align" with the exception of one paragraph. O...
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We align by comma or decimal and this has been an ongoing frustration in the current version. It would be great if we could have an option to align by decimal or comma.
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Hi All, Is there a feature to view all posted comments to visually have a status update on all comments within all documents? This would be helpful when you are reviewing or preparing multiple documents? Thanks!
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Due to Security reasons, we cannot use the Chat function. Looking for a configuration to disable the use of Chat (remove the Chat option or grey out the use of chat so that it can't be selected).
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Is there any way to retrieve or restore a deleted test form from the Admin side or the Workiva support side? If not, can a "trash can" folder/functionality be added for the Admins?
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Is there a way to automate the user addition to workspace? Usually we go to workspace and add the user to the group and send welcome email. Looking for a way to automate it.
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Hello, I would like to know what's the maximum number of files that can be attached to a single cell in a spreadsheet or a paragraph in a document. Thank you!
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In some cases, we have the exact paragraph in both the 10-Q and 10-K, but the sections are in different order, so the blackline won't work since I can't select the specific sections to compare. Is there a workaround for this?
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