<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>
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...
Is it possible to copy file folder to the next period and to include markup? It would be extremely useful to have this feature. Great time saver.
Hi! I have create a folder and have named the files 1-27 but they will not sort in order, example I need them to be 0-1-2 but it shows 0-1-10. Is there a better way to do this or change settings? Thank you!
Hello, Just to understand what are the Classic file? How those files were created? Thank you, Dalena Espino
Is there a way to see which folder a document is in when using the search folder to find specific docs? There are times when I need to know the file location and searching does not provide that folder location, etc. This makes organizing files, et...
In Next Gen, there is an option to copy a document to a new folder...or to copy all documents from one folder to another. Is there a way to copy multiple documents to a new folder without having to copy all of them? For example, a folder contain...
Hi, When I exported the file, I have to change the page layout section below. I was wondering if it is possible to save my own export options. so I dont need to adjust it again when I want to export the same file.
You would think I'd know, but it's not that simple in my organization.
Hi Mike, I see this topic came up about a year ago and am wondering when we might see this. I just uploaded our Internal Audit Policy and Procedure Manual to a folder under Files so the staff and 3rd parties can view it as needed. Unfortunately,...
Hello - I am trying to roll forward a folder that has linked files within it. When I right click on the folder I do not have the "Copy" option. How can I roll forward this folder while keeping my links? Thanks, Allison
My idea would be to show the current file path to your files (Documents, Presentations, Spreadsheets) when viewing these in your "Recent Files" or "Starred". Many times I find myself moving files that I might have already moved because I either fo...
Is it possible to set file permissions at the time that a file or filing is created? It seems like quarterly I or someone else in my team overlooks that a file or filing already exists because the default is that only the creator can view it. It...
It would be great if workiva could add a feature that we can print the entire FERC document in a presentable format. Before changing the FERC XBRL to the workbook, we were able to print the entire document in format that was presentable to upper m...
Hello, I've added some files to a folder inadvertently and need to remove them but the only option I see is to delete them. I don't want to delete the files, I just need to remove them from a specific folder. I don't see an option to 'move' them b...
We have a spreadsheet report built with market selection in POV. The data changes with change in market selection. I need to know if we can limit the data visibility in that single report in such a way that UK market user should see only UK data a...
Hi I am trying to roll forward VEON Holdings file, the aim is to roll forward the document of holdings with links to only support file and standalone linked we do not want annual report LTD links in roll forward, can you please help me on this issue.
We have a set of documents we will be following forward every quarter. The documents include attachments we want included in the documents every time we roll them forward (we don't expect these attachments to change as they are agreements), is the...
I'm trying to re-organize documents and spreadsheets within a folder. I can click and drag, but the item moves nowhere. Any ideas? Thank you Carol
Good morning. I am seeing a newly created spreadsheet workbook under Recent Files, but it is not showing-up under All Files. Why would that be?
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)
