No timeline is mentioned for when we will be able to download a document and attachments as a support binder. This is disappointing as we heavily rely on the support binder feature, for both internal controls and providing support to auditors. I...
Is it possible to embed a hyperlink in an image in Next Gen Presentations? I'm converting a PowerPoint where we have clickable images to Presentations, and I'm not seeing a way to do that currently. Is there a plan to implement this or is there a ...
When trying to compare a NextGen Documents exported to DOCX to a Classics Documents printed to DOCX it causes Microsoft Word to crash. I.e. Q1 2020 was filed using Classic Documents and we migrated Q2 2020 to NextGen, if we export Footnote 10 in b...
A few questions related to images in docs: Is there a way to add an image (already in Workiva) to a document rather than having to re-import the image? For example, we have a company logo that appears on multiple pages but for each instance, I ha...
Hello Mike and Workiva Community, Please refer to the slides below from the 2020 US GAAP Taxonomy Update webinar. According to the example, does this mean that the only way to correctly tag the cumulative effect for the adoption of an ASU during ...
Hi, I don't seem to be able to find a way to import and add an exhibit to a current filling with the NextGen. Would you please help me?
Still a little confused about using the xbrl profile method for documents rather than the old method of just assigning a taxonomy to a document. Not sure I understand the benefit of using a profile, other than now we have to. Part of the confus...
In Next Gen tables, I am having an issue where I can't align numbers in some tables all the way to the right. I have tried using "Right Align" in the edit options. I have also tried using "Increase Indent" and "Decrease Indent" and it helps move i...
What happened to the XBRL Outline Subsection Attributes box that we could access when right-clicking on a section in the XBRL outline? When we transitioned our 10Q to Next Gen, there were some items from the Cash Flow footnote that were being pul...
Hi, when you run Document Health, is there a way to suppress the issues found in the non-printing sections? We use the same document for quarterly and annual financial statements but certain sections that we only need for annual statements are s...
Hello, I want to indent the second line within a cell, for example, below, how do I indent starting from "expenses, excluding..."?
Hi, Is there a way to tag a table text block in Nex Gen? We are running into some issues with this in our filing.
How does Workiva ensure that two different people do not edit the same number/ text at the same time, now that is no longer 'sharing'?
How to.... set up new users format home screen link files send export documents create comments highlight sections to keep track of items reviewed
We use support binders on Classic Docs and they are fully integrated into our processes. We have been waiting to transition to Next Gen until support binders function optimally. We have been told for over a year that it was coming.... but still no...
Will NextGen's Filing process ever support a feature in the Notification email portion where an email list can be loaded from a previous filing? I realize there are not "projects" anymore, but there are previous filings. We generally have a long ...
I need to create a Binder on one of the projects I'm working on. I know Wdesk has a Binder in classic version, and I wanted to hear from the community on their experience with Wdesk Binder. Also will it be available in next generation? Thanks in a...
Hi Community, We will be filing our Q2 10Q with the 2020 Taxonomy. If we file an 8K before the 10Q, does the 8K need to be in 2020 Taxonomy?
Hi, this should be easy to find and yet I can't seem to find it. Rather than merging into blank columns or shrinking the font, I would like to wrap the text in a table that I have in presentations to allow it to be narrower. I can't seem to find...
DateTuesday, June 232:00 - 3:00 pm ET Register Now Stressed about the new XBRL® component of FERC compliance? Learn how your team can begin preparing now to simplify XBRL adoption and the process of preparing FERC forms. Please join us for a one-...
Surprised that in the Wdesk document you can't paste values into text or "paste match formatting" is maybe another way of saying it. It's especially painful on implementation of Wdesk and updating the new filings that you've already been working o...
Does Workiva support array formulas in the spreadsheets? I uploaded an excel workbook that uses array formulas and I cannot seem to get my formulas to calculate in Workiva.
Has anyone filed their broker dealer reports through Workiva? How does it work? Just trying to update my process.
Our slides in powerpoint have a faded background that you can see through text boxes etc. One classic presentation that has been transitioned has maintained this backdrop and has primary layouts accordingly. However none of the other transitione...
Is it possible to make "View Row Coordinates" visible by default in a report? I am frequently looking at the number of records in reports and have to toggle on Row Coordinates, it would be very helpful to make row coordinates permanently displayed.
We accidentally created two filing packages for the same filing. Can I delete one of them?
Hi, If I want to create a attribute testing matrix without sending a PBC request, how can I do that. Suppose there is no population as such and I dont want to send any PBC request for samples. I just want to create an attribute testing matrix in t...
Is it possible to create and Send for Review on Spreadsheet? Also, create blackline?
Within my organization, our language within our notes are common to most of the companies. During year end, when a comment was suggested it was difficult to identify in the document the precise change suggested, since it was a common language desc...
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...