We don't see any options other than exporting to excel and formatting the excel file.
1
I am a new user and want to create WDesk documents from existing Word documents without retyping.
0
We've set up our data collection templates to include all rows/categories in a table that could have values. However, many tables have rows that may be zero on a given quarter. rather than breaking links to the DC templates and deleting the rows...
5
0
Can WDesk create reoccurring tasks? (i.e., having a task run on a set time - weekly, montly, quarterly)
1
It has become our goal to attempt to clear as many extensions as possible within our quarterly and annual SEC filings. I hope to gain some clarification on the implications of extensions. For example, is it a better practice to extend a concept or...
0
Our internal controls department is concerned with how to explain access for Workiva Support users. If they have access to make changes what controls to we have around knowing if they made a change/altered a document.
0
How do you delete a previous power of attorney used in Section 16 filings as a supporting document?
Beantwoord
0
Does the SEC accept PDFs?
Beantwoord
My legal team has asked whether or not we can file our proxy statement in both an htm and a pdf? Does anyone have any experience submitting a pdf to the SEC? Thanks.
0
Hi, I am using the spreadsheets/v1/spreadsheets/{Id}/sheets/{Id}/data API to import the data to sheet from the external data source.I am setting the data in the body of the POST call in JSON format. The import is successful, but he data types are ...
0
1) Is there a way to turn on smart quotes in spreadsheet? 2) Is there no way to spell check in a spreadsheet? Thanks!
0
Is there a centralized listing of formulas to be used with Spreadsheets? If yes, can you please share the attachment or link within Workiva?
1
Workbook to Spreadsheet transition
Beantwoord
How, if at all possible, could you easily transition from Workbooks to Spreadsheets with having both active? The idea of being able to laterally set up a spreadsheet with our current workbook is appealing. How have others transitioned?Thanks!
0
For any of your clients filing with iXBRL, are their external auditors reviewing XBRL as part of their audit procedures?
1
I would also love to have the labels in wdesk spreadsheet documents....is that being considered?
0
inline xbrl effective date
Beantwoord
Hi, is iXBRL still voluntary at this point or is it effective in 2018?
0
We have now migrated to the 2017 taxonomy. With the revision of the use of the Legal Entity Axis in the 2017 taxonomy, I understand that FASB intends that the members specifically named legal entities and not any standard element in the taxonomy. ...
0
Freezing a Spreadsheet
Voltooid
Is there a way to freeze the spreadsheet in Workiva? I know that I can go sheet by sheet and change the permissions to "Read-Only", but is there a one-step way to do it so that no one is able to make any changes to the spreadsheet at all?
0
Is anyone using "Workflows" for Audit PBC's? If so, any feedback you can share? I'm looking for a way to gather the necessary PBC its for out audits outside of the usual sharepoint or constant mass emails. Thank you in advance.
0
"Keep With Next" paragraph formatting does not appear to be functioning correctly when trying to tie a lead-in paragraph to a chart (in this case, a pie chart). We've tested this several times in a section of our document where we've removed all p...
0
An error was generated that states a "duplicate name was produced for an outline section". What are the steps to locate that error - it does not give me a reference.
0
Spell check in Presentations?
Voltooid
Is there a spell check function with Presentations similar to that within the Documents? We've been downloading a PPTX version of a presentation and will then run spell check, but if errors are found, we then have to correct and re-download. Tryi...
0
IPE - need field definitions
Beantwoord
Does anyone have field definitions for the IPE document form in the SOX module?
0
I recently sat down with your Community Manager Mike Davis and learned what makes this witty Iowan tick, and why he loves Workiva and our customers so much. Read on to learn more about Mike.Written by Mitz BanarjeeI’ve heard you’ve been called ‘T...
0
Using website addresses in filings
Beantwoord
If I want to include my companies website in my filling using www.companyname.com, will this cause a problem with my filing? It doesn't cause a problem in my earnings release, but I wanted to check as this will be in my 10-Q filing.
1
Viewing PBC requests in SOX database
Beantwoord
One of my staff is unable to view tasks i have created and I want anyone on my staff to be able to view these. In this case it was a population PBC. What do I do to change things so everyone can view these?
0
I'm trying to take a Spreadsheet I use in my quarterly project and put it in my annual project (which isn't rolled forward from a quarter). Is there a way to accomplish this? I've tried exporting to CSV and then importing, and while it does bring ...
0
I have a question that follows on from the conversation regarding hyperlinking older documents. Is this part of the requirement as I had thought that it is required going forward in 2017, but not back. Thanks.
0
Do I need to tag "90 days"?
Beantwoord
In our Allowance footnote we have a table which has a footnote that reads "Loans that are 90 days or more past due....", do we need to tag the "90 days"Thanks!
0
Line Wraps
Beantwoord
Please make an enhancement so that the text box for Instructions bigger. When the instructions are more than few lines long they are cut off and therefore not easy to review.
0
