<h5>General discussion for Home & Files, including folder management, copy, permissions, and moving content.<br><i class="w-icon w-icon-md icon-match-section wk-mr-6 w-pb-4 w-icon-twfr-folder-open-g2 processed"></i>
Hi, I am in a group that is owner on a file but I can't edit that file. I see the prompt that I should ask one of the owners to give me edit rights. But I am already an owner on that file. Please advise. Thanks,
It is incredible time consuming to have to change permissions for each individual file within a folder. I need to give 2 individuals owner permissions to all 30+ files within 1 folder. Apparently, in addition to granting folder permissions, I hav...
Hi, I created a Document, but would like to add it to an existing Folder. How would I do that? This is for NextGen
I have multiple documents linked to one spreadsheet (not sure of naming, but all are next Gen.). They are not in a project. Is there a way to put them in a project so I copy everything at once and keep the links?
Hello, I was just wondering if anyone else has issues when moving files into folders? For example, I search and select Files 1, 2 and 3 to move to Folder A. Then search for Files 4 and 5. When I select 4 & 5 to move to Folder B, Files 1, 2 and 3 a...
Is it possible to export all documents in a project? So if a document and supporting documents have comments is it possible to export ALL comments as opposed to going comment by comment.
What permissions have to be set to allow a user to transition a document from Classic to Next Gen?
Hi, when will permissions for Folders within the Files area be implemented, please? There was a post a few months back stating that it was projected for August 2020. Is there an ETA? We are needing to have this feature for sharing specific audit f...
Hi, Is there a way to import a file (.xlsx, .docx etc.) directly to a folder ? I tried selecting the folder and importing the file but it gets saved to the root directory rather than the folder selected.
Hello, In Classic Projects, we can add existing documents to different projects. Which enabled us to work in the same document, even if they're saved to different projects. Do we have something like this function in Next Gen? We have our Press R...
Is there a shortcut to toggle between opened documents(i.e 10Q, 10Q support spreadsheet and Exhibits)
Any updates on an ETA for Freeze/Thaw option in Next Gen? As updating advanced permissions in 20 documents who each have separate permissions by footnote will be very time consuming each direction..
We are scheduled to transition to NextGen this fall. Currently, in Classic, folders and their corresponding documents appear in an order that we (administrators) have set them, and the folders and documents don't change unless an administrator mov...
How to.... set up new users format home screen link files send export documents create comments highlight sections to keep track of items reviewed
Sorry if this has been addressed somewhere else! Given that the Project concept is going away in Next Gen, is there anything in the pipeline about setting Permissions at the Folder level? As a user that carries forward a "primary spreadsheet roll...
We are evaluating our transition plan to Next Gen documents and filing, and I wanted to see if anyone out there that has already transitioned to Next Gen is using a single-source spreadsheet for both their Q and K filings. Essentially, when we bui...
Can you transition just a document or documents in folder? Where are the linked documents stored (folder?) following a transition?
Hi all, the default behavior for uploaded Word or Excel files in the 'Folders' when attempting to 'Open' them is to download the file. Is there a setting that will allow it to try opening in the locally-installed Word/Excel? Thanks for any sugge...
When you delete a folder are the files in the folder also deleted? There are a bunch of folders that were automatically created for copied files, transitioned files, etc. that I don't want to use? What do I need to do to get rid of the folders wit...
Hello Community! My name is Katie Sanderson and I'm the Product Manager for Content Management at Workiva. We are currently taking a look at the classic functionality that allows users to print a multi-document PDF directly from your classi...
Wanted to let you know about a couple recent releases to Wdesk Home, specifically related to file and folder management. Now available is the ability to drag 'n' drop files and folders in and around your Home screen. You can seamlessly drag one or...
I used to be able to copy a project without going into account admin...I would simply find the file on the home tab, click on the drop down for the project, and select Copy. The copy option is not there anymore. Did this function get removed?
Any updates on being able to change the project type from "Other" to "8-K" or "10-Q"?
How under the new platform do you add member special permissions to a "Starter" such as only can open reviews sent to them? We see it for the people that were migrated over, but cannot seem to figure out how to add it to new users.
When I created a document under a project, the document's permission doesn't follow that of the project. I only set myself as owner and grant no other permissions to anyone, which means only I can see this project.But if I create a document within...
In the classic version of docs you can pdf an entire folder, so it includes the 10Q and exhibits. Is this available in the Next Gen Docs?
Is there a way to lock or archive a file after it is finished to ensure there are no changes? A way to still view the file but not let it be modified.
Is there a way to keep the original source links in copied documents, spreadsheets, etc. rather than having those links linked to a copy of the source file (i.e. moving links from "IRP Data" to "IRP Data (1)" )
Hi all,I am sure most of you are on the same boat on this. Currently we are filing our earnings release and 10Q/10K using the same support document. We have one excel spread sheet in our internal share drive that is linked to the Workiva supportin...
