Any idea when better documentation for the SOX components is going to be made available?
I approved by PBC and evidence is showing under the sample but the only thing I can do with the evidence is download. How do I open in the viewer so I can mark it up and get this control tested?
I'm experiencing connectivity issues (like crashing, although usually recovering) when working in documents. My activity log says "Location moved too far (geofence_distance_exceeded)". Please explain how to fix!
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...
Does anyone know of a Company filing that is already in compliance with the hyperlinking requirement that I could review as an example on the SEC website?
We have some tests which are only an inquiry and i cannot figure out how that id documented in a Wdesk SOX test. Would you upload the file and then document what you did using the footnotes field?
where are instructions on how to create and or add fields to a report?
We are new to WDesk and I cannot find instructions on how to set up a test or to create attributes. Suggestions?
Thanks for the update. Do you have stats on how many registrants have already submitted iXBRL as of now? Thanks.
We have a presentation where we have an image in the background and then create a text block with font and gray fill, but want that gray fill to be 50% transparent so you can see some of the graphic behind it. Is there a way to do this?
How do I file Form 144? I thought it would be through Section 16/Form 3 but it is not. Thanks!
Good day, According to the taxonomy, there is no balance type (debit/credit) assigned to Operating Cashflow tagging (NetCashProvidedByUsedInOperatingActivities). I believe it has to do with the calculation relationship. However, Finance and Inve...
It's year end, and once again I am faced with the task of rolling forward our D&O questionnaires. Ever since we have been a public company we have used MS Word for it. The current process is long, tedious and completely inefficient. I was hoping ...
We were asked to make a change wherever a certain unit appears in our presentation, but we have not been able to find a "find and replace" option similar to that which is available in documents. Does the presentations function have this capability?
What is the period of report date for a proxy filing?
We just finished our first year SOX program as a company (and with Workiva SOX). We, and our auditors were not happy with the layout and detail in our SOX narratives. We basically ended up relying on the RACM and flows. Anyone have a good sourc...
How do I know for sure when my filing has been accepted with the SEC?
For vertical text in EDGAR documents, one method is to prepare the text in an image editor, rotate accordingly, and then drop the image into the cell.
What is the typical font size used on a 10-K/Q cover page (primarily the text below the company address)? I'm trying to keep it to one page but using 10pt seems to push text onto a second page. Does anyone use 8pt?
How do you delete stock options in wdesk that have expired without filing a form 4 with the SEC?
What is the setup process for filing a 10-Q/A or please point me to the resource that walks me through it? Thanks!
I want to attach a POA but don't yet have the CIK code. It seems I need to input the CIK before I am able to advance. Has anyone been able to attach a form to a draft form without the CIK> Linda
I was hoping to gather some general information on Disclosure Committees for a project I'm working on. If any of you would be willing to respond I'd greatly appreciate it. Thanks! • In terms of titles and functions, who attends and are considered ...
When we test file 8-k, we could not enter future date. Anyway to input date beyond test filing date? If this is something we could not do currently, we are hoping Webilings could add this function in the near future.
Can someone please explain how you decided which is more appropriate to use or guidelines for using Scenario Forecast [member] vs Scenario Plan [member]. I'm finding it tricky to differentiate between the two.
Big news for your Scope 3 reporting! Hybrid Calculation Method V2 is now live in Workiva Carbon for Categories 1 & 2, delivering higher data quality thresholds, direct insight into raw CDP source data, and flexible version control across your repo...
Ready to own your Sustainability Program roll forward with total confidence? We know that rolling forward your Sustainability Program and Carbon data means managing a lot of moving parts at once. To help keep things organized and ensure nothing ge...
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 ...
Designed Reporting has evolved! Draft to Delivery: A Designed Reporting Journey is a connected, blended learning experience designed to help learners build confidence using Workiva’s Designed Reporting tools to create polished, profession...
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...
