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! We recently migrated to the next Gen and to many of our disappointments, we can add the fact that we cannot create milestones for XBRL and the blacklines are not stored. We noted that we can add labels to the XBRL generations but we can't figu...
In Classic we had the ability to move block tags to cover any additions to a footnote, table or policy. Is there a similar function in Next Gen to update the iXBRL block tags?
I would like to delete a recent revision so that a previous version becomes the latest version. Is this possible? Alternatively, is there a way to restore a previous version in the same way as you would for office documents ?
Do you have the ability to set different column widths within a Document? For example, if I had a small image I wanted to place in one column with a longer title next to it, can I manipulate the column widths in any fashion?
Is it possible to change the color of the numbers inside a bar graph or is black the only option?
Just announced on LinkedIn and Twitter, we are looking for folks just like you to submit videos of you sharing your Workiva tips and tricks for a chance to be featured at Amplify 2020. Click here for more details and submit your video. And of cou...
We are in the process of reviewing our files starting with our Form 10-Q. In Documents our link "2019 Form 10-K" transferred with a gap between the dash and the k. When I view the Spreadsheet it shows correctly there, but when I PDF the Spreadshee...
I see in Classic Wdesk spreadsheets you were able to add dates (Along with 'Option List', 'Decimal', 'Whole Number', and 'Text') in data validation but in Next-Gen spreadsheets, you can only add a 'range' or 'list'. I want to know how one might be...
Hi all! Wanted to let you know that the latest set of the Data Quality Committee’s (DQC) validation rules are now available in Wdesk. US GAAP filers may see validation messages related to invalid values for percentages, maturity schedule disclosur...
What are teams using as workarounds or alternatives for dealing with the lack of blacklines in Next Gen Presentations? Also, what are teams using in place of support binders in Next Gen documents?
I am having trouble maintaining picture quality when inserting images into documents. The image is a diagram made on MS Word which is then saved as a (very high quality) picture. When I insert into the document in WDesk however you can barely read...
When we update our source files from our GL, we can then publish to many other supporting spreadsheets which link together and weave through to our external documents. It would be nice to be able to publish changes to multiple spreadsheets at once...
I have ~25 spreadsheets where all of the data on these spreadsheets link to one consolidated spreadsheet. Every quarter, areas complete their specific spreadsheet, and I review all of those responses via the consolidated spreadsheet. For this pro...
I have a table footnote and a page footnote, I need to keep my table footnote but remove the page footnote; i cannot find how to remove it. It won't let me highlight the area to delete it. Thank you, Victoria S
I was trying to automate "Continued" in the header of a word document using CTRL+F9 and formula {IF { PAGE } > { NUMPAGES } Continued} Will this formula work in wdesk document in the same way as this formula work in MS word.?
Hi, is there any way that there is a usage report of styles that are actually applied in a document? Our AR has many defined styles getting carried over from one year to the next, and it is difficult for me to see what has actually been applied/us...
Hi team, As some formulas are not supported in Wdesk spreadsheet so when we import an excel which has used a formula not supported by Wdesk spreadsheet, it shows an error in that cell in which formula is used (like text join etc).. Is there any wo...
How do I roll forward the iXBRL Cover page/DEI tagging from my previous 8-K filing (Next Gen) to my new 8-K (next Gen)?
Due to inclement weather in parts of the U.S. today, Workiva is experiencing some delays in responding to inquiries on our customer support line. We ask that customers please utilize our call numbers for emergencies only. For all non-emergencies, ...
When you’re a part of the Workiva Community, you know that trust is an absolute must. It’s embedded in the work you do every day. But how do you cultivate it to reach that elusive next level of success? Ask no more! We’re turning the Amplif...
When I look at the SEC viewer in our file, I noticed that there are 3 "Notes Tables" sections, 2 "Notes to Financial Statements" sections, and 2 "Notes Details" sections. Is there a quick way to resolve this?
Is there a way to either use Data Validation or Conditional Formatting in a spreadsheet to have the end user select a date (like from a calendar)?
Are there plans to fit the test steps and attributes to the width of the viewing area so that you don't have to scroll to see all of the columns in the test information? It used to fit the window but now you must scroll making it difficult to read...
The following enhancement was shared by a Workiva user: When reviewing comments in Next Gen, you are required to open each comment individually where as in classic you were able to scroll through all open comments in the document. Including ...
We just switched to Next Gen this year; when I look at our XBRL in the SEC viewer, footnotes are showing up as financial statements. This was something that happened when we transitioned the first quarter and unfortunately wasn't noticed. Why ar...
Hi, I am working on a document containing many sections and few of these sections run for more than 2 pages. So I need to mention the last page of a section in my report. For example auditors report consists of 2 pages (Page No. 11 and 12). I...
Dear all, I wonder what is the best way to migrate from SharePoint to Workiva? I've tried to copy&paste a entire folder and I think that's not possible (aka I have to copy documents individually). Since we have 4k+ documents in SharePoint we want ...
I would like to be able to make a copy certain controls so that I can create parent child relationships. Each child would be an exact duplicate of the copied control. but would relate to a difference functional group so that each group can be test...
Hi Workiva, I really like the NextGen of Wdesk. However, please improve the properties of pie chart labels, especially where the labels are in relation to the corresponding slice in a pie chart. In PowerPoint I can freely move those labels to whe...
Has anyone successfully used Workiva to complete a 10-Q or 10-K tie-out that was accepted by their external auditors and fully replaced a manual tie-out process? Our current process involves printing a physical copy of the filing and manually add...
Amplify is a great experience from top to bottom, but one of the best parts about this annual event is the ability to connect with your peers and the Workiva staff. It's always bittersweet when the conference ends, but the connections you make her...
Have a suggestion to share but not sure if it pertains to Reporting, GRC, Filing or other? Look no further! Below is a breakdown of the existing feedback topics and what product/feature area belong in each. API & Developer Feedback Ideas and sugge...
Did you know that over 1000 ideas have been shared in the Workiva Community? The odds are high that the idea you seek has been requested before. Here’s some tips to help you find what you are looking for so you can weigh in too! First, search for ...
Back again by popular demand, check out the 2026 SEC Filing Deadline calendar below. This calendar includes SEC holidays when the EDGAR® system will not receive, process, or accept submissions. As a reminder, filers will need to comply with ASU 20...