<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>
Hello to all, I rollforward a folder by using the button "Copy" and the result was a copy of the existing files and some other which are not appearing in the copied files. There are some ghost files which appear when you run a "Linked Files Repor...
Would it be possible to have an option to "Open files as viewer"? We already had some cases when editors or owners have opened certain file just to compare some information an accidently changed part of information, of course we had history and we...
Hi! I am trying to export numerous documents and spreadsheets as Workiva files. I get the error message "To do this, you need permission." Is it just me, or is the error message misleading? It seems that the files causing the error are in a differ...
Hello, I would like to know if its possible to copy process templates from one workspace to another? Currently I have a survey that I created that I would like to copy to another workspace. Is that or will that be possible in the future? Thank you...
🎺 Introducing Home Boards for Financial Reporting Have you ever wished that Workiva’s Home experience could give you better visibility into the work you need to do, all while being tailored to your team’s specific needs and processes? Well, we’r...
🎺Introducing assignable boards in Home Have you ever wished that you could guide your team members to exactly what they need in the Workiva platform? Well, we’re thrilled to announce that, in workspaces with access to Boards in Home, Workspace O...
Hello, is there a setting or some other way to always land on Home/My Dashboard whenever you log in? Right now whenever I log in, it just picks up where I left off (e.g., Audits, Files, Remediation). The first thing I always want to see when loggi...
We've created templates for our users to set as their Primary Dashboard on their Home page. These templates contain charts, reports, and other widgets that our users commonly access. However, when we update an existing template (ex. add a chart or...
Can default permissions on newly-created folders or files be changed from just the creator/Owner seeing them, and then that person then having to apply Editor or Viewer permissions to a group or individual users - can the default be changed so new...
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 ...
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)?
