Importing XLS file Beantwoord

Thank you in advance for any assistance...in my version of Workiva, when I got to File>Import, the selection for XLS does not appear (only DOCX, PPTX)...can you please assist?

Chris Hopkins
1 |
0
Next Generation Blackline history Voltooid

In Next Generation Documents the blacklines we create are automatically downloaded as a PDF. If you create multiple blacklines is there be a way to see the list of blacklines created and choose to re-download one of them? Or is this something that...

Corrina Mccray All Star Community Champion
7 |
0
Formatting the Table of Contents Beantwoord

Is it possible to create a table of contents where you can reference pages within a section? For example if we combined all of the financial statements into one section instead of having separate sections for each statement would we be able to cal...

Corrina Mccray All Star Community Champion
1 |
0
Can you have different page layouts within one section of a document? Beantwoord

Is it possible to have different page layouts within one section of a document in the Editor? For example, I have a couple of documents where the primary financial statements are in portrait format, but the supplementary schedules to those stateme...

Corrina Mccray All Star Community Champion
1 |
-1
Can you copy and paste an image from one header/footer to another? Beantwoord

We have an image in our header but the text is different from one section to another. Whenever we create a new header I copy the the format from an existing header and paste into the new header. However only the text is copied and I have to reinse...

Gabe M Community Champion Idea Generator
2 |
0
Two Columns Page Layout Voltooid

Our executive summary in our MD&A used the two columns page layout in classic documents, but when I just transitioned to next gen docs for our September reporting, it reverted back to normal.  I don't see an option to change the page layout back t...

Dan Packer Workiva Advocate Idea Generator All Star Community Champion
9 |
1
Numbered list across sections Voltooid

I am unable to have a list continue across multiple sections.   1.  x 2.  x Section break 1.  x    <---- I don't have the option to pick the number to start with or continue numbering from previous section.  I should have the option to do either. ...

Amy Smith Rising Star Idea Generator
20 |
2
Project Panel in Next Gen Beantwoord

Is there a project panel coming for next gen?  Didn't see anything on the transition page for this feature.  It seems that i still have to open the classic (flash) editor to see the panel that shows all the documents in a project.

Ben Andrews Idea Generator Community Champion
3 |
0
Blacklines - line numbers (Classic/Next Gen) Gepland

Hello, I was wondering if there is a way to add line numbers to a blackline for review and then to save as a DOCX instead of a PDF?  I know we can add line numbers to documents (Classic) and if I'm not mistaken, this feature is not available in Ne...

Linda Lo All Star Idea Generator Community Champion
5 |
0
Indenting text in a table Voltooid

Hi,  I am trying to make a left indent on the second line of text in a table cell. See that the name "169 Inverness Drive West I & II" was transitioned from a Classic Document and the second line has an indent.  But the name "GSA Professional Offi...

Lena L Rock Star Idea Generator Community Champion
38 |
0
Adjust the table size to align the table to the left Beantwoord

Hello, I am looking for help to adjust the table size to align the table to the left.  It was fine when the file is under "classic" doc; however, when it's translated to "Next gen" document this quarter, some tables are not left indexed properly a...

Byron Leung
12 |
0
Viewing documents on three monitors Beantwoord

Hello,Is there a way to view documents across three monitors, similar to how we're currently able to drag a second document to view them side-by-side on two monitors?Also, is the possibility of multiple browser instances still in the works?Thanks,...

Abraham Chiyedath Rock Star Beta Buddy
6 |
0
Attachments in Next Generation? Voltooid

Is there no option to add attachments in next generation documents?  I can still add them to classic documents, but the option is gone for any documents I have transitioned to the next generation format.  If it is gone, is this something that will...

Tim Rodgers Beta Buddy All Star Idea Generator Workiva Platform Data Management Suite
6 |
0
Importing an exhibit that is not editable Beantwoord

Is there anyway to bring in an Word doc exhibit from a third-party so that it is not editable but has the ability to be defined as an exhibit?

CricketG
1 |
0
Note continuation to next page Beantwoord

Hi, for the annual financial statement note disclosure, I'm wondering if there is a way to automate the note continuing to the next page without having to insert page breaks manually within each section in Wdesk. Currently, in the document, we hav...

Annie Ain Rising Star
19 |
3
Alternating Color Shading in Rows in Document Table Beantwoord

Colleagues are making adjustments (e.g., adding/removing rows) to tables in our financial statements, and this throws off the alternating shading pattern.  Is there a quick or efficient way to re-establish the pattern without having to manually sh...

Tarik Gause Rising Star
16 |
0
Auto Populate Page Numbers in Table of Contents Beantwoord

I have just transitioned a classic document to a new document and I am unable to auto populate my table of contents. In the Documents, I would add #SectionPage# and the page number would automatically populate. How do I do this in the new document?

Irene Sigambris
17 |
-3
Deleting a table in nextgen document Beantwoord

How do I delete a table in a nextgen document?  I accidentally added a table, and see options to delete rows and columns but can't find the option to delete the entire table.

Lizette Cha Rising Star
32 |
0
Limit to Number of Sections Per Document Beantwoord

Is there a limit to the number of sections that can / or should be in a document. We have our SOX narratives for all subsidiaries in one document, but are wondering if we have too many sections and should create an additional document.

Jayne Harwell All Star Idea Generator
1 |
0
Q1 Redline to 10-K and Q3 - Best Practice

For our Q1 first draft distributions, our executives like to see certain sections of the current Q1 first draft redlined to the prior year 10-K, and other sections redlined to Q3 of the prior year. I am wondering what other Wdesk users utilize as ...

Nicki Parrish Beta Buddy
5 |
1
How to create a Blank Space for information to be updated in final Beantwoord

I had issues trying to create a blank space in a preliminary filing for information that would be updated in the final.  Originally I just put spaces in, but those spaces would not translate well to the edgar view.I ended up using underscores and ...

michael chin
1 |
0
Can you copy and paste an entire section in your word document project? Beantwoord

I would like to copy and past entire sections of my 10-Q and replicate (e.g. duplicate FNs 2 & 3). I'm sure i can create a new subsection and copy the content, i just wanted to know if i could more easily copy and paste the entire section.

Morgan Boatman
8 |
0
Table title margins Beantwoord

Hello, I have a table with a relatively long title, and for some reason the title wraps to the next line even though it has space to be on one line. I can adjust the first line indent to be negative, which would get it to fit, but then the title i...

Jason White
3 |
0
Symbol Formatting Beantwoord

I'm using the sigma symbol in a document, but it shows up as a question mark when I PDF, anyone know how I can fix this?

Areeba Ahmed
1 |
0