Including Q&A and convos about comments, reviews, attachments and digital tie out (aka Binders)
It would be helpful to have the ability to customize comment labels, similar to the current functionality to customize outline labels.
Is there functionality in place today to keep the Markups in the attached document when replaced with a new attachment? I know there is functionality to rollover the Markups from prior quarters. However, when replacing the document with the curr...
The March 1, 2026 release notes included information on a new feature related to streamlined access requests. It says that File Owners will receive the tasks to approve access. Who exactly gets the request? Someone just requested access for a fil...
We recently had to move some tables / narrative to a new footnote in one of our filings - we copy and pasted what we need to move, but it looks like the attachments were not maintained and had to be re-attached. This isn't a big deal, but out of c...
It would be very helpful to be able to export 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 included as a pdf. We are currently having to manually add eve...
hey Workiva team, hope all the best!we would really like a new filter option in the comments where we could filter out the still open but not yet replied comments if you have any further questions let me know, otherwise we are looking forward to t...
Hello everyone, Is it possible to create a form similar as Google Form inside Wdesk?
When multiple users edit in a excel workbook, such as filter for a specific column, can the predecessor's filter action be replaced by another people's filter action? Does workiva has the same function as excel to only see mine?
If you deleted comments from the live document does it also delete them in the Review file where it was orginally placed?
In presentations, is there a way to see who resolved a comment? We can see who authored the original comment but there is no history of who resolved it.
We made a review file. Our auditor made comments in the review file, but those comments file don't appear in the live version. Can this be fixed?
I may be missing it, but isn't the newly announced Overlay functionality in Documents just another way to turn on Authorship within the right-side History menu?
As a primary reviewer I love the ability to create milestones and then compare different milestones to easily see what has changed with the blackline feature. It makes the revision and review process so much more efficient and gives me a greater ...
My favorite feature is the mark up feature in documents, I look forward to seeing it in presentations hopefully in the near future.
We love the Slack integration for task notifications, but noticed there's no trigger for tasks that have been returned. How can we change that setting?
Is there a way to assign process preparers and approvers to multiple sheets within a workbook without having to create a process (content request) for each sheet?
Within the same sheet I have a couple preparers (Assigned to) who also have to review others work (Approval by). Does this create conflicts with how processes (content requests) assign permissions? Especially since I have it setup as all actions r...
When attaching a file to a Workiva file (Document/Spreadsheet/Presentation), is there a file size limit? If so, what is it? (The only two mentions I find of attachment file size seem to be in other contexts: Certification module: attachment file s...
Hello, I read a post recently about the new binders having a "tabs" feature similar to classic binders to give the ability to organize large volumes of files; I was recently looking and it does not look like a feature similar to "tabs" is availabl...
Hello, everyone! We have decided to give users a little more time to get used to the new binders product and are waiting to deprecate all classic binders until June 21st. Also, this week we will be releasing the ability to send a binder for revi...
So thankful for the cut, copy and paste functionality added to the document markup function. Thank you for providing this. https://support.workiva.com/hc/en-us/articles/15898538790676-Release-Notes-May-15-May-21-2023
We prepare memos for the auditors which include Attachments that are uploaded into the Document. However we are not seeing the Attachments come through when sending a Review to the auditors.
Hi, I received the email from the preparer when his financial was done in Wdesk. I then added my review comments to the financial. Instead of "manually" emailing the preparer about my review having been completed, I can't seem to find a button i...
Hello, We've been using the classic binders for a couple years as a repository for our electronic tie out support. With the retirement of classic binders coming soon, we were looking into migrating to the new platform. However, I don't see any w...
I know this topic is out there, but maybe Workiva could do something like this that wouldn't be recreating the proverbial wheel. At this point, within History which shows versions, you can also turn on Authorship. I suggest when a blackline is ru...
Hello, Workiva Classic Binders users! My name is Mallory Earll and I’m a Senior Product Manager here at Workiva over the Binders product. I wanted to provide some additional detail to the messaging you received within the Workiva platform. Due to ...
Hi Team, I wanted to know if Wdesk has capability to capture the questionnaire document where users can work collaboratively and answers multiple choice - questions with radio buttons/checkboxes. Please help. Regards, Rahul U
We try to maintain proper segregation of duties when it comes to preparing the 10-Q/10-K and then tying it out. It would be great if the digital tie out feature would allow someone to use the mark-up mode, but not have access to change the informa...
I am trying out the Markup feature and I like it however, I have noticed that whenever I am putting a Line or textbox on top of a table, it seems to crash my browser and is making me refreshing the screen. Not sure if anyone else is experiencing t...
