Linking
Linking liabilities as negative

I would like to link a couple of liability lines from my BS to my LTD schedule. However, in the LTD schedule I need these items to show as negatives, what's the best way of going about this. 

Jenniffer Vielman-Vasquez Beta Buddy Rock Star Idea Generator Community Champion
4 |
0
Spreadsheets
Preservation of single-cell formatting variations in excel sync

We are having to spend a lot of time reapplying formatting after performing excel sync in next gen. This is because if a portion of the text within a single cell in a Wdesk spreadsheet is formatted as superscript (and other text in the same cell i...

David Packard Beta Buddy All Star Idea Generator Workiva Platform Using SEC Data Management Suite
3 |
1
Documents
Formatting text in a table Beantwoord

When I change the font family and size in a cell within a table in a Next Gen document, the text reverts back to the original when I click out of the table.

Karen Charlton Rock Star Idea Generator
3 |
0
Announcements
Become a Workiva Advocate

Are you the go-to for all things Workiva at your organization? Do you ever ask “Why aren’t we using Workiva for this?” Do you constantly hit refresh on the release notes page? Then you, my friend, are Workiva Advocate material. This exclusive pro...

Workiva All Star
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0
Amplify
The Foundations of Trust: Recapping Workiva Amplify 2020

This blog originally appeared on Workiva.com on September 17, 2020. If you missed out on Workiva Amplify, you missed out on a lot. (But we can get you up to speed quick—keep reading!) In our first-ever all-virtual Workiva conference, we welcomed ...

Workiva Amplify Rising Star
0 |
0
Documents
Freezing documents Voltooid

This feature request came from the Idea Lab at Amplify 2020. We are unable to freeze our documents. This is concerning because once we file, we do not want anyone changing things. Can this feature please be added? A similar request is also fo...

Mike Davis Community Manager Amplify Attendee Community Champion Idea Generator Data Management Suite Workiva Essentials Train the Trainer
10 |
48
Documents
Importing Legal Documents Beantwoord

We sometimes have a 200 page legal documents that we need to attach as an exhibit. It becomes a painful process for us to manually create section breaks as the importer does not do it for us. I wish there was a easier way to do this where I ca...

Mike Davis Community Manager Amplify Attendee Community Champion Idea Generator Data Management Suite Workiva Essentials Train the Trainer
1 |
0
Charts
Label width control in pie charts Voltooid

Please bring back the ability to control the label with in pie charts. Julie Hazen

Mike Davis Community Manager Amplify Attendee Community Champion Idea Generator Data Management Suite Workiva Essentials Train the Trainer
1 |
4
Spreadsheets
"Transpose" option when pasting information Voltooid

The following feature enhancement was suggested by a fellow Workiva customer. If you too would like this feature, vote it up or let us know in a comment below and we’ll get your feedback connected to our Product Team as well. I would love to s...

Mike Davis Community Manager Amplify Attendee Community Champion Idea Generator Data Management Suite Workiva Essentials Train the Trainer
16 |
32
Spreadsheets
Copy and paste images in spreadsheets Voltooid

Be able to simply copy (CTR-C) and paste (CTR-V) a screenshot in spreadsheets (similar to the capability in presentations) for support backup purposes. The current way of attaching a screenshot has too many steps and you can't easily visually...

Mike Davis Community Manager Amplify Attendee Community Champion Idea Generator Data Management Suite Workiva Essentials Train the Trainer
10 |
39
Amplify
Missed the opening keynote? Watch it on-demand 🖥

  At Workiva Amplify 2020 we heard from Carla Harris and Rachel Botsman on the power of trust, learned about exciting updates to the Workiva platform, and listened to some powerful Workiva user stories! If you missed the the opening keynote, no w...

Workiva Amplify Rising Star
0 |
0
Documents
File is not visible

Hi,   I would like to ask is it possible that i need access if i cannot see uploaded file.

Jovita Gerasimaviciene
1 |
0
Documents
Hide non-printing sections in next gen document reviews? Voltooid

Is there a way to hide non-printing sections when sending a document for review? These didn't show up in classic reviews and the only way I see to be able to do this is by manually unchecking these sections each time. 

Permanently deleted user Beta Buddy Idea Generator Community Champion
6 |
0
Designed Reporting
Design Reporting Guidelines

With all processes, best practices can help ensure a smooth journey. We have created guidelines and other resources to help support our users and designers through design reporting with Workiva. Click here to access the Designed Reporting Support ...

Sonya Strage Rising Star
2 |
0
Amplify
Workiva Amplify: a 1-min recap

Workiva Amplify connected thousands of accounting and finance professionals worldwide from over 80 countries for three days of training, networking and professional development. Thank you for joining us virtually for our largest Workiva Amplify co...

Mike Davis Community Manager Amplify Attendee Community Champion Idea Generator Data Management Suite Workiva Essentials Train the Trainer
0 |
0
Amplify
Welcome to Amplify 2020

The global event dedicated to building trust in your work and your world. #WorkivaAmplify https://workiva.wistia.com/medias/0bvcu6d4cr Get fired up for day 2!

Workiva Amplify Rising Star
0 |
0
Trainings & Webinars
Register for these next gen live demos! Voltooid

Available through the rest of 2020, these live demonstrations from our Workiva experts give an introduction on how to use products on our next gen platform, including filing, Section 16, and iXBRL. Follow the links below for more info. Additional ...

Mike Davis Community Manager Amplify Attendee Community Champion Idea Generator Data Management Suite Workiva Essentials Train the Trainer
2 |
0
Trainings & Webinars
How to register for Workiva live demos

The following is a guide on how to register for the live training webinar series. Step 1. Navigate to the event registration page ↙️ Workiva Platform Live Demo Filing Live Demo Section 16 Live Demo Step 2. Click on Select a Date to view the upco...

Mike Davis Community Manager Amplify Attendee Community Champion Idea Generator Data Management Suite Workiva Essentials Train the Trainer
0 |
0
Filing and XBRL Tips
Tagging a period in the document

I have recently switched to Next Gen and have been able to get rid of nearly all of my phantom tags and hidden fact warnings. I am left with one hidden fact warning that I was hoping for some advice as to how I can get it tagged in the document vs...

Michelle Redditt Rock Star Community Champion
1 |
0
Amplify
Who's all "attending", and what are you most excited for?

Hi all! We are just days away from this year's conference and if you're anything like me, you're just burning with excitement 🤗 . As you all know, what makes this conference unique is that for the first time the conference is all virtual and perso...

Mike Davis Community Manager Amplify Attendee Community Champion Idea Generator Data Management Suite Workiva Essentials Train the Trainer
0 |
0
Amplify
Workiva Amplify: Even Better Than Mini Pizzas

This podcast originally aired Sept. 1st, 2020. Join Matt Crawford and Drew Duebner in this episode of the Off the Books podcast and get the deep dish on reporting and compliance at a thin-crust price (free!) at Workiva Amplify. Listen in as Matt s...

Mike Davis Community Manager Amplify Attendee Community Champion Idea Generator Data Management Suite Workiva Essentials Train the Trainer
0 |
0
Financial Reporting Tips
Single Source Document for 10-Q and 10-K?

A few quarters ago, my team combined our two separate workbooks for our 10-Q and 10-K into a single source workbook, so we now have one workbook linked out to both our 10-Q and 10-K. After speaking with our CSM, we are now exploring the idea of do...

Jason Goshert
8 |
5