Documents
Date formats 완료

Is there any way to incorporate AP Style date formats for the 'abbreviate month' option in date formats? Currently, it seems that when abbreviate month option is selected, the month is not abbreviated with the period per AP Style (i.e. October sho...

Joe Gothie Workiva Advocate 10-yr Member Workiva Platform Community Champion
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0
Change Management
Review Draft Visibility 답변함

In Next Gen, is it possible for review drafts to be accessible by all document editors vs. just document owners? Sometimes comments from a review draft become disconnected in the live draft and editors would like to look at the original comment le...

Mark Thompson Rising Star Idea Generator
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Amplify
Good news, you Amplify CPE is ready

I have good news, Amplify attendees! All CPE certificates are now available for download in our new certificate portal. If you were eligible to receive CPE for attending any of our sessions, you should have received an email with instructions to ...

Mike Davis Community Manager Amplify Attendee Community Champion Idea Generator Data Management Suite Workiva Essentials Train the Trainer
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0
XBRL and iXBRL
Check out these updates to XBRL blacklines

Hello XBRL users! You may have noticed that a recent release to Workiva has enabled the a few improvements to the XBRL Blackline feature that you have been asking for. There are 5 main areas of improvement to highlight (saving the best for last). ...

Mike Davis Community Manager Amplify Attendee Community Champion Idea Generator Data Management Suite Workiva Essentials Train the Trainer
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1
Announcements
Workiva Partner Award Winners

We are excited to announce the winners of our 2020 Workiva Partner of the Year Awards! Learn more about the winners here.🏆 Global Partner of the Year - Deloitte🏆 North American Partner of the Year - KPMG US🏆 EMEA Partner of the Year - Deloitte - ...

Workiva All Star
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0
Documents
How to find hex code of a coloured cell? 답변함

Hi, is there a way that I can find the hex code of a coloured cell so that I can use the same hex code (same colour) in another area without having to guess it? This used to be possible in Classic but I cannot see a way to do this in NextGen. Plea...

Imad Kamal Rising Star Idea Generator
7 |
2
Documents
How do I make a custom suffix, superscript

Hi there - please could you assist? I'm have managed to format a call in my document to have a custom suffix, now i need to make that custom suffix a superscript? thanks

Sheree Schroeder Idea Generator
12 |
0
Charts
Pie Charts in Next Gen 완료

After rolling forward our Form 10-K to Next Gen, I noted that the lines extending from our pie charts to various labels next to the charts are now curved rather than straight as they were in Classic.  Is there a way in Next Gen to make the lines s...

Cindy Mantle
11 |
3
Documents
Next Gen Blackline and Comments 답변함

When printing a blackline in NextGen, is there a way to also have the comments appear on the blackline version?  I would like to have a single draft that shows both the changes and comments made by a user.

Cindy Mantle
1 |
0
Home & Files
Transition access 답변함

What permissions have to be set to allow a user to transition a document from Classic to Next Gen?

Ashley Averett Rising Star
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0
Documents
Paragraph styles in table 답변함

Hi again, I'm so thankful for the auto height possibility in the new Wdesk! However, there's one thing that I don't understand. Adding an indentation into the paragraph style and using that for text in table works perfectly with the auto width but...

Sini Vierula
3 |
0
Presentations
Available font styles in next gen Presentations 완료

I'm wondering if the list of available fonts in Presentations will be expanded in the future? Our company's standard default font for PPT is Trebuchet MS, which does not appear available in the drop down list. We would like to expand the use of pr...

Lizette Cha Rising Star
4 |
0
Charts
Horizontal Alignment of Charts and Tables 답변함

My team and I are having trouble figuring out how alignment of charts and tables on the same line works in our next gen document. It may not be super clear because of the black bars hiding sensitive information, but the screenshot below shows a ti...

Nathan Davis
4 |
0
Documents
Next Gen Reviews 완료

When reviews are sent in Next Gen the link indicators (e.g., green triangles) are showing in the review document. This is different than Classic reviews – Classic reviews were ‘clean’ and link indicators were not visible by the reviewers.  My unde...

Stacy Gilbert All Star
3 |
0
Documents
Document style guide - capital letters 완료

Hi, I tried to search but couldn't find a way to define all letters capital in a paragraph style or even from the toolbar. Is the only way to write the text again with caps on? That's really not the optimal way, since the same text might be linked...

Sini Vierula
33 |
19
Charts
Can I do a data import or any other automated functionality to import data into chart data to reflect back on to the charts when ever there is a need to update the charts? 답변함

I have a bar chart in the document that I created. As initial setup I will create based on the data I have. But later once the user starts using it, is there a way to import the data to this chart data instead of manual process where the user goes...

venkat naresh yarlagadda All Star Idea Generator
4 |
0
Filing and XBRL Tips
How to Generate a “File with Workiva” Code

The ability to File with Workiva using a generated filing code is available for Workspace Owners. To generate a File with Workiva code, navigate to Workspace Settings, then the Filing tab, and choose File with Workiva. From here you can then click...

Mike Davis Community Manager Amplify Attendee Community Champion Idea Generator Data Management Suite Workiva Essentials Train the Trainer
0 |
0
Change Management
In-line track changes in Next Gen documents 완료

We just migrated to Next Gen and was very disappointed to see that in-line track changes is no longer a functionality.  The track changes panel is very clunky and confusing.  If someone were to delete a paragraph including linked numbers, the trac...

Eduardo Montorro
4 |
1
Collaboration Tools
Users unable to add comments in documents 답변함

My team is experiencing an issue where some users are not able to add comments within our document. When the users select text and right-click "add comment" is not an available option. Have other users experienced this? Both users who experienced ...

Michelle E OMalley Rising Star
15 |
0