How do I tag or what do I need to do to have the blue border/outline appear for the financial statement tagging? there used to be button on the old version that allows me to enable to check to ensure all description/concept has been tagged/linked ...
In Next Gen, while viewing the iXBRL Viewer with the box checked to highlight XBRL Elements, I have some green shade and some yellow. In Classic, yellow meant there was a warning, if I recall correctly, when I clicked on it I could see what the wa...
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.
There is an option in next gen documents under the view menu to "show or hide indicators". Is there any way that this can be done so when a person is sent a review they also would not see the indicators? It can make the review very messy and dis...
How do I integrate my spreadsheet in Workiva with the external DB using Wdata? I have spreadsheet data in workiva. My source is external system from where I want to pull the data into Wdesk. How do I integrate this? Can this be done through Wdat...
Are the cells in the table supposed to be highlighted in light yellow to indicate that they're tagged? If so, can someone please advise why some cells are not being highlighted when they're tagged?
Does the Next Gen XBRL automatically save whenever there has been changes?
Hi - Is there a way to get the access token from the user login (without the need to set up a client id and a client secret)? Like some kind of url call to https://app.wdesk.com/a/<workspaceId>/auth/token?
When filing an amended 8-K, is there anything special if you have to do besides setting the form type to 8-K/A when creating the package? It appears that the document itself is still classified as an 8-K?
Question, does anyone know how to flag (for lack of a better word) a sentence in a document? For instance, one of our sections is several paragraphs long and every number that could be linked has been linked. However, there is a short sentence tha...
Hi There - Trying to use the Advanced query command under Tabular Transformation. There is a note at the bottom of the query section that says the SQL commands of INSERT UPDATE and CREATE are not supported (see screen shot below). Is there a li...
When looking in the SEC Viewer (Next Gen) I have tables showing in a different order than on my Edgar/pdf versions. In the XBRL outline they are ordered how I would like them to be, but that is not how they are ordered in the SEC Viewer. Why would...
With Classic, when we generated we would get a set of warnings/errors. Then we also did a separate validation check which checked for different things and gave a separate set of warnings. Is my understanding correct that with Next Gen we do not ha...
After a document is sent for review, is there a way to share changes with the reviewer in response to their initial review comments? Do I need to send them another review task?
Is there any way to incorporate AP Style date formats for the 'abbreviate month' option in date formats? Currently, it seems that when abbreviate month option is selected, the month is not abbreviated with the period per AP Style (i.e. October sho...
In Next Gen, is it possible for review drafts to be accessible by all document editors vs. just document owners? Sometimes comments from a review draft become disconnected in the live draft and editors would like to look at the original comment le...
I have good news, Amplify attendees! All CPE certificates are now available for download in our new certificate portal. If you were eligible to receive CPE for attending any of our sessions, you should have received an email with instructions to ...
Hello XBRL users! You may have noticed that a recent release to Workiva has enabled the a few improvements to the XBRL Blackline feature that you have been asking for. There are 5 main areas of improvement to highlight (saving the best for last). ...
We are excited to announce the winners of our 2020 Workiva Partner of the Year Awards! Learn more about the winners here.🏆 Global Partner of the Year - Deloitte🏆 North American Partner of the Year - KPMG US🏆 EMEA Partner of the Year - Deloitte - ...
Hi, is there a way that I can find the hex code of a coloured cell so that I can use the same hex code (same colour) in another area without having to guess it? This used to be possible in Classic but I cannot see a way to do this in NextGen. Plea...
Hi there - please could you assist? I'm have managed to format a call in my document to have a custom suffix, now i need to make that custom suffix a superscript? thanks
For instance, I have a number that is 76M and I want it to round to the closest 10M or 80M. Is there a formatting feature that assists with that or do I have to manually edit? This is in next gen.
After rolling forward our Form 10-K to Next Gen, I noted that the lines extending from our pie charts to various labels next to the charts are now curved rather than straight as they were in Classic. Is there a way in Next Gen to make the lines s...
When printing a blackline in NextGen, is there a way to also have the comments appear on the blackline version? I would like to have a single draft that shows both the changes and comments made by a user.
How can one create a blackline in NextGen showing only changes that a certain person made in the document rather than all changes? This was a question asked 3 years ago, with the last response a year ago. Filtering the history by person is helpfu...
Hi again, I'm so thankful for the auto height possibility in the new Wdesk! However, there's one thing that I don't understand. Adding an indentation into the paragraph style and using that for text in table works perfectly with the auto width but...
I'm wondering if the list of available fonts in Presentations will be expanded in the future? Our company's standard default font for PPT is Trebuchet MS, which does not appear available in the drop down list. We would like to expand the use of pr...
My team and I are having trouble figuring out how alignment of charts and tables on the same line works in our next gen document. It may not be super clear because of the black bars hiding sensitive information, but the screenshot below shows a ti...
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...
