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..
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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...
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How to
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How to.... set up new users format home screen link files send export documents create comments highlight sections to keep track of items reviewed
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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...
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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...
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Can you transition just a document or documents in folder? Where are the linked documents stored (folder?) following a transition?
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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...
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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...
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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...
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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...
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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?
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Any updates on being able to change the project type from "Other" to "8-K" or "10-Q"?
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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.
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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...
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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?
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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.
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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)" )
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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...
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When using Project Copy as an admin, what does "copy outline labels" mean? Don't want to lose them, but don't want to duplicate them either!
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Is there a reason that an export wouldn't include the SS included in the Project? For some reason when we are attempting an export, upon importing we find it's just the Editor portion. The zip folder doesn't have anything for the SS in it either...
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I would like to break apart my primary spreadsheet into two spreadsheet, it is currently linked to the K and Q, what would happen if we copied the spreadsheet in wdesk? Would the links move to the new spreadsheet?
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I know you should not have links between projects. But is there a way to cross check amounts between projects? For example, amounts reported in the Earnings Press Release are also reported in the 10-Q and I would like to be able to check these in...
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I am not an administrator, but I like to organize the folders/projects in neat way. Also, if I already upload all needed documents to a project (which serve as a binder I guess), why the documents are still showing in the same folder holding the r...
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It looks like the signatures are now located under Edgar Filing Docs in the Projects and not under their own Signatures Folder anymore. Is this correction as simple as adding the Signatures Folder back to the project? Thanks
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How, if at all possible, could you easily transition from Workbooks to Spreadsheets with having both active? The idea of being able to laterally set up a spreadsheet with our current workbook is appealing. How have others transitioned?Thanks!
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Does Workiva provide the ability to make folders in the Projects? I know you can for files but it would be helpful if we could group on projects.
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Hyperlink to Exhibit Files - once the filing is made with Exhibit files that are hyperlinked within that filing, will the hyperlinks to those "filed herewith" Exhibits remain when that project is "rolled over" to a new project (export and import ...
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When rolling forward the first quarter 10-Q project, from the previous third quarter project (which seems to be best practice), what is the best thing to do for the MDA as in Q1 the YTD and QTD discussion will be the same but you still need to pre...
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If I am the "owner" of a document can I set permission levels for people I want to be able to access it or do I need to be an "admin" to do that? Can "admins" set permissions for any document even if they are not an "owner"? What are the main di...
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