Documents
Can you translate a full document?

We have an external party translate our 6K and 40F, is it possible to translate the full document and have it saved as another project?

FTS_Annav Williams Rising Star Idea Generator
3 |
0
Chains
Can I have nested groups? Beantwoord

I have a list of sheets I need to iterate, and for each I need to determine if the file already exists.  So I have a group of commands to check that, but for each result I need to perform a different group of operations.  However the group iterati...

Waldo Nell Rock Star Community Champion
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0
XBRL and iXBRL
Creating footnote in XBRL Next Gen Beantwoord

I read the instructions for adding a footnote in Next Gen XBRL.  I don't see the 'footnote' button at the top of the task bar.  Can you let me know where to find the footnote button?

Kathy Konopelski
4 |
0
Spreadsheets
Is there a way to insert symbols in a spreadsheet Beantwoord

Is there a way in a spreadsheet to use tick marks. For example, arrows, lines, symbols.. When creating a tie-out of a footnote, it would be useful to have the spreadsheet set up with the tick marks for ease of exporting to a PDF. We can change the...

Cheryl Portesan
8 |
1
Controls Management
PBC Request e-mail notifications and reminders

Is there a way for someone other than the Assignee on a PBC request to receive notifications? I understand there is a "Notify Others" feature during the initial request set up, however that only seems to send a notification to another person when ...

Rebecca Allison
6 |
2
Spreadsheets
Pivot table in connected sheet

can i create a pivot table using connected sheet. i.e. i open a spreadsheet, connect a wdesk report to the spreadsheet and then can i create a pivot table

Pooja Mehta Rising Star
1 |
3
Documents
Need to import a long and complex document into Next Gen

Hi, does anyone have an easy way to import a 100 page and heavily formatted docx (ie, cover page, detailed outline text, images, tables) into Next Gen without going through the agony of trying to copy and paste into new sections?  The document imp...

Barbara Beta Buddy Idea Generator Data Management Suite Community Champion
2 |
1
Linking
Linked Cell Indentation Voltooid

I was not able to indent the second line of a linked cell after choosing not to "Use Link Formatting from Source". Is there a way to do that?   For the cell above, I would like to indent the word "net."  

Haopeng Yan
11 |
0
Documents
Headers & Footers Beantwoord

In Next Gen - do you  have to assign headers and footers? In Classic we had a drop down to choose the header or footer you wanted.  I don't see that in Next Gen.

Cindy Weatherwax
1 |
1
Presentations
Conditional formatting in tables Beantwoord

Hi, Is it possible that we have a conditional formatting in the tables of this kind of document below (presentation) ? :   Thank you

Sokhna Aidara Niang
1 |
0
Home & Files
Freeze and Thaw in next gen Voltooid

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..

Nicole Sackedis Rock Star Idea Generator
3 |
11
Collaboration Tools
Opening comments in the same window - next gen Beantwoord

In Classic documents, we had the option to open the comment in the window that's already open. In NextGen, each comment opens in a new window. When will the feature from Classic be added to NextGen documents?

Annie Ain Rising Star
1 |
1
Documents
Printing vs. non-printing sections Voltooid

We have a month end project for monthly reporting. During quarter end, we have additional sections for budget vs forecast analysis. Currently, we have to manually hide/unhide the relevant sections depending on which month it is. This is a manual e...

Annie Ain Rising Star
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4
Financial Reporting Tips
Trial Balance Beantwoord

Any plans create a feature to upload a trial balance or financial statements to WDesk in order to map internal controls to FSLI's? 

Dustan Nalder
1 |
1
Home & Files
NextGen Folder Structure

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...

Kristie Holmes
3 |
1
Filing & Section 16
Test Filing Beantwoord

Is there anyway to be able to test file an 8K before the filing date? It won’t let you go through all the steps because it gives an XBRL warning that the filing date is in the future, but then we have to wait until the day of to test file. Is ther...

Mary Gebby
2 |
2
Filing & Section 16
Section 16 Filings Beantwoord

Does the new platform (next gen) impact section 16 filings and certifications at all? Is there anything we need to do for those “platforms”/dashboards, or anything we will notice looks/operates differently?

Mary Gebby
1 |
1
XBRL and iXBRL
Validation Warning Beantwoord

On the new XBRL/platform why does it give me a validation warning for a hidden fact when the CIK # is required but not on the cover page itself? Can Workiva have it not be a warning for something we cannot fix?  I know it doesn’t hold up filing, b...

Mary Gebby
7 |
2
Linking
Linked File Report / Doc Links (Discrepancy) Beantwoord

Hi - We are attempting to transition from classic to next gen, in doing so, we are cleaning up the doc links. An issue we are having is the 'Linked Files Report' shows a link that the 'Doc Links' does not show. So it is impossible to determine whe...

Ty Taborelli Rising Star
7 |
0