<i class="icon-match-section w-icon w-icon-50 w-icon-twfr-file-g2 w-icon-color"></i><i class="icon-match-section w-icon w-icon-50 w-icon-twfr-link"></i><i class="icon-match-section w-icon w-icon-50 w-icon-twfr-task-create w-icon-two-color"></i><p>General discussion and Q&A for next generation Documents, including formatting, style guides, history and milestones, blacklines, track changes, tasks, comments, next gen attachments, exports and linking between content.
I just had a couple of questions on the style guides and set up of the Automated Table of Contents. Mainly the first question could be an issue for us, but the others we can work around or reformat.1) In our Proxy, we have an Appendix section star...
Hello All, Has anyone set up their Auditors in Workiva before? What type of permissions did you give them? I want them to have access to Workiva to use it for comments, but don't want them to see internal comments/workings/discussion. However, up...
We are currently exploring using the translation functionality in Workiva but in our test cases so far the translated document does not quite have the same format as our original version. For example, footnotes that we have formatted as superscrip...
Hi, I have seen previous posts about splitting a long section into multiple, more straightforward sections. This seems a great time saver on long documents then creating lots of sections and copying and pasting bit by bit. However, I cannot find ...
When we open a history version, we do not see the Comments icon on the right hand panel. How can we get that in the history version? thanks We can only see below icon on the right hand panel.
Hi! Is there any way to make sure that the Document is complete vs the Spreadsheet that this data is linked from? So, for instance, say in the spreadsheet we have an income statement with 15 lines and then in the Document we only have 14 lines bec...
Is there a way to remove 'missing source' links located in Document Headers or Footers? These are located when a 'Document Link report' is created and the link within the report to the impacted area does not reference the missing source.
Hello! I want to take my 2022 excel file and word doc and roll the files to create a new 2023 year. Are there instructions on how to do this?
Is there anyway to see the detail comment over the email when we get the email notification rather than log in Workiva? Thanks,
When viewing the attachment listing in a WDesk document or in the Markup Viewer, the only way to see if the attachment is locked is to click on it via dropdown, or see the blue notification in the Markup Viewer.Can we add a lock icon, similar to s...
We have a usecase where we have created document templates and locked them to the broader group so they cannot mess with the format and structure of the document. However, when they copy the spreadsheet/document (initial viewer permissions) it wil...
It would be great if we could import offline comments into existing documents (for example, import it into a certain "milestone" version and have it post the comments live in the appropriate section, even if the document has changed since that mil...
Hi anyone know how could I create a text box with background colour on workviva document? It seems like the only way to do this is by creating a table and merge all cells into one, but it is harder to edit the text this way. Does anyone know this?...
If 2 users edit the same chunk of data within the report, only details for the latest change are reflected and the previous change is not logged. Due to the missing functionality, teams are reluctant to use Workiva for commentary and are using Wor...
Is it possible to change the size of the text box without cutting off the words? For example - "06.SAP.02" can fit in a smaller rectangle, however, when we resize the rectangle, there is a blank tab space in front of the word that is causing it to...
Reaching out to learn what the best practice is between linking paragraphs/sentences/etc. between two documents.
Once an attachment is attached to a particular phrase or sentence in the document, is there a way to edit what it's attached to? I'm thinking when language gets updated or more is added to a sentence, I find that I have to delete the attachment an...
And how do I do this? When I go into properties it's only for one section.
Hello Team, If I create a table in spreadsheet and link the entire table to the document and in future insert a new row or column within the table in spreadsheet, I will have to again create a link for the new row/column. Is there a way that it au...
Hi, i´d like to know if i can create multiple sections on one page of my document without creating a page break or add a new sections that would followingly direct me to a new page.
Would it be possible to add a feature where you can select a word from a paragraph in a table cell and place the comments on it and not the entire cell?
I'm unable to move tables within a document (can copy and paste but would break existing source/ destination links). Would you please help assist?
There isn't a delete option and when I highlight the footnote there is no way to delete.
Good morning. I just got a new Dell laptop and my IT rep got WDESK set-up, the issue is that now, using Chrome like I always did, when I open a tab (my 10Q or workbook or both), the "x" that used to appear on the right side of the tab is now show...
I'm having a hard time removing footnotes. I was able to delete the footnote content at the bottom of each page, but was unable to remove the numbering in the body texts. Please help. Although I was able to delete after downloading into word, jus...
We include our Proxy in our ARS- however; currently, the proxy lives completely outside the ARS document as we've never needed to combine them for a filing. We are debating the best way to incorporate- one idea is to bring the ARS in as non-printi...
I need a heading on just the notes section of my financials that says my company name and then "Notes to consolidated financial statements" Is there a subheading option in a section. My heading is the table of contents for every page, so I cannot ...
One area of feedback that came out of our Q1 debrief was the interest in getting status of the draft out to the team more frequently and timely on draft nights. One thought I had regarding this is if there was a way to use outline labels to indica...
Hello, I was experimenting with using Documents bookmarks to create the PDF outline when exporting. It's working as expected except there's no longer a hierarch for the outline (i.e. Part 1 in our 10-Q will collapse the financial statements under...
I need to insert a page number for each section of the documents, I would like it to have the page number of of the number of page numbers for the section and to automatically change if the section pages increase or decrease. Is this possible?
