I'm curious to know how other companies have been impacted in performance of controls due to COVID19? And how you are approaching testing of controls/ quarterly sign offs , and assessment of deficiencies? For example, if a key control in operat...
There were several Workiva incident reports about users having difficulty filing with the SEC using the New Generation Platform. Have there been updates on why this is occurring and if it will continue in the future?
Is the Spreadsheet in Next Gen more synchronized to the workbook? In other words, when fixing formatting in the spreadsheet does it fix on the workbook and vice versa?
Are there limitations others have experienced and that users should be aware of in terms of maximum # of users at any given time and length of workbook and impact on performance?
What is the status on freezing the document after filing in the new gen? This is absolutely critical for us.
Normally when we pagenate it takes about 10-15 minutes each time. Once we view the document, we notice other necessare changes, which will require more require pagenating. Will this part of the process be refinded to preform faster or speed up th...
Can we perform queries to auto-populate a sheet when the source includes new rows while retaining the linking properties in the Destination? Also, any idea on how to build queries to create links between two columns of a spreadsheet?
We tried building and running a workflow using chains within WData. But, while executing, we are facing the below error message. ‘Error authenticating with Workiva: Invalid client id: a8cefde7fa764feaa6b44a361ea57***.’
In workiva, my cover is on one page. When I print to pdf, its on two. I don't see a paginate option though. How do I fix?
It's a pretty standard convention at this point to file one Form S-8 covering multiple registration statements. There doesn't seem to be any obvious way to add multiple File Numbers to an S-8 filing, however. Is there something I'm missing?
I am trying to write a query involving string functions of SQL such as 'CHARINDEX' or 'PATINDEX' to check the existence of a particular pattern within a cell data. On executing the query, I get an error saying CHARINDEX function not registered. Do...
As mentioned here, we announced that our annual Amplify user conference will be hosted on digital channels later this year. The conference will offer virtual ways to learn, interact and explore how customers and partners are optimizing the Workiv...
We have been wanting to set up sync with Workiva and Yardi for items that come directly from the general ledger to reduce the time it takes to populate the 10Qs and 10Ks. I was wondering about how much time is required to invest in one time setup ...
i can not create a source link on the dates page
Please explain the difference between Next Gen vs the SOX Database. We are currently on the older classic SOX WDesk and I'm confused about the different upgrades that can/need to be undertaken.
Looking to understand when the following features will be available: - support binder in next gen documents - notes sections in next gen presentations
Can you transition just a document or documents in folder? Where are the linked documents stored (folder?) following a transition?
Due to Coronavirus impact, the SEC has offered relief by announcing possible extensions to the required filing dates. Has any relief regarding accelerated filers transition to iXBRL requirements also been discussed or announced?
Hi Team, Can we create multiple destination links within a single spreadsheet cell? If not, is there a way to concatenate data from two cells in one spreadsheet and link them in an other spreadsheet cell?
The SEC has announced an additional 45-day extension on filings through July 1, here: https://www.sec.gov/news/press-release/2020-73. Though this so far not being well used, there has been some questions about it. In general, you should reach out ...
By default, GroundRunners automatically create log files in the \Contents\log\ directory of their installation locations. To ease access to these log files for troubleshooting, you can automatically download a GroundRunner's output.log file to a t...
I am not seeing a save feature with the next gen documents like the classic documents offered. Are changes auto-saved or am I missing the save icon?
The SEC has announced an additional 45-day extension on filings through July 1, here: https://www.sec.gov/news/press-release/2020-73. Though this so far not being well used, there has been some questions about it. In general, you should reach out ...
Our auditors have given us the feedback that it would be very helpful for them to receive an export of our 10-Q/K in .docx format with comments included in the export. Currently it seems it is only possible to export a document with comments inclu...
Our company went public in 2018, we have been diligently working to get up to SOX404 standards. In 2019 one of our major requirements was creating a repository and baseline testing of all of our Key Reports (ITDCs). We are now looking for the mo...
I can see how to import a Word file but I don't understand how to make it an exhibit or convert for the filing in NextGen.
Does Next Gen provide automatic cell/row height functionality in Spreadsheets?
Hi! I have noticed in Next Gen that when I update numbers in the spreadsheet that is linked to the document, the document isn't updated until I press publish on the spreadsheet? In the classic version it updated automatically. How do I fix this?
Does anyone know how you can reconnect a disconnected comment to a document? There is an option to "Move Comment" in the comment list dropdown but it's grayed out.
Is there any way to send a request or a link to an email that will lead back to a document in Next Generation?
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...