We use support binders on Classic Docs and they are fully integrated into our processes. We have been waiting to transition to Next Gen until support binders function optimally. We have been told for over a year that it was coming.... but still no...
Will NextGen's Filing process ever support a feature in the Notification email portion where an email list can be loaded from a previous filing? I realize there are not "projects" anymore, but there are previous filings. We generally have a long ...
I need to create a Binder on one of the projects I'm working on. I know Wdesk has a Binder in classic version, and I wanted to hear from the community on their experience with Wdesk Binder. Also will it be available in next generation? Thanks in a...
Hi, this should be easy to find and yet I can't seem to find it. Rather than merging into blank columns or shrinking the font, I would like to wrap the text in a table that I have in presentations to allow it to be narrower. I can't seem to find...
Surprised that in the Wdesk document you can't paste values into text or "paste match formatting" is maybe another way of saying it. It's especially painful on implementation of Wdesk and updating the new filings that you've already been working o...
Does Workiva support array formulas in the spreadsheets? I uploaded an excel workbook that uses array formulas and I cannot seem to get my formulas to calculate in Workiva.
Our slides in powerpoint have a faded background that you can see through text boxes etc. One classic presentation that has been transitioned has maintained this backdrop and has primary layouts accordingly. However none of the other transitione...
Is it possible to make "View Row Coordinates" visible by default in a report? I am frequently looking at the number of records in reports and have to toggle on Row Coordinates, it would be very helpful to make row coordinates permanently displayed.
Hi, If I want to create a attribute testing matrix without sending a PBC request, how can I do that. Suppose there is no population as such and I dont want to send any PBC request for samples. I just want to create an attribute testing matrix in t...
Is it possible to create and Send for Review on Spreadsheet? Also, create blackline?
In my next gen document i have sections appearing on a certain page (ex. pg 33) but in Edgar view it appears on page 34. Why aren't the page breaks the same?
I have seen that you can copy and paste data validation in Next Gen Documents, but is it possible to create new data validations in the documents as well? I have not yet been able to locate anything in the navigator.
Hi, i uploaded the files where i use this formula: =IF(B4=0,0,SUMPRODUCT(--('2017 YTD'!$B$133:$B$1000">="&B1),--('2017 YTD'!$B$133:$B$1000"<="&B2),'2017 YTD'!$E$133:$E$1000)/B4) However, it doesn't work. Does anyone know if this formula supported ...
Hi, A little late to the party but one thing I'm not sure about as someone who's team hasn't adopted WData yet is how does Wdata prevent the need for running reports from the general ledger system to check and verify that wdata is pulling the cor...
When do you expect this feature to be available in Next Gen? It was available in Classic.
When running the chain for the "Download query result" step, I am receiving the below error. Any idea on how to remedy this?
Hi, Here is the scenario: - One standard control (say CTRL-5) that is applicable to multiple legal entities (say 10 entities) - we need to test the control for each legal entity and there are two test phases: Interim and Year-end i.e. total 20 t...
Sorry if this has been addressed somewhere else! Given that the Project concept is going away in Next Gen, is there anything in the pipeline about setting Permissions at the Folder level? As a user that carries forward a "primary spreadsheet roll...
Is there a way currently to freeze a presentation, document, or spreadsheet from updating links when something is final. For example, if I were to roll forward a presentation (month x +1) that is linked to a spreadsheet with Wdata, I have to pres...
I'm interested in setting up a Form SD filing package in Nex Gen. What is the appropriate reporting period to use in the initial step? Would it be the date of filing? Additionally, if I were to incorrectly select the wrong reporting date when set...
We are currently using document for all our reporting purposes (internal and external). I wanted to know what is additional in presentation which is not available in document.
HI there - through chains I can automatically run a query every day. This same query is connected to a Spreadsheet. Is there a way to have the spreadsheet automatically refresh each time the chain is run to run the query? This way, we dont have t...
Hi There - I have simple CSV file with a few columns of data on a securities portfolio. Each row is a separate investment security. Each month end the total number of securities changes (and therefore the number of rows changes). I created a ...
I am getting started in Next Gen documents and have noticed that hard returns entered into cells within tables (so that I am effectively wrapping text where I want it to break into two lines) are showing up as a weird icon that says "LSEP" in Edga...
Is there a way to wrap text around images? I'm currently using two columns to mimic the effect, but it doesn't look exactly how I want it to. Thanks!
I saw the posts regarding blacklines were going to be launched in Q2 for presentations - is it fully functional yet? I'm hesitant to move our external presentation to NextGen without the ability to fully compare versions.
I have tables and footnotes that go across multiple projects. Is there a way to link the tables AND words below the tables so if I update wording/formats in my main project it will update the in the other project?
Is there a way to identify all deprecated tags in one place or do we have to click into each tag to identify whether or not it is deprecated?
Is there a glossary of some sort to define what the label roles mean and how they differ from each other? Sometimes i find that I use Terse and Verbose when I want the numbers to remain positive, but I don't know what the difference is. There's ot...
With so much going on, we know it can sometimes be challenging to know where to go. To help y’all find what you are looking for we’ve created this resource so you can quickly find hot topics, needed info, useful content, and all the other valuabl...
Note: These tools are available to Data Admins Did you know that Workiva offers you the option to have more control over your data and how they appear in your forms? Did you know that you can create your own fields, name them and place them whene...
Has anyone successfully used Workiva to complete a 10-Q or 10-K tie-out that was accepted by their external auditors and fully replaced a manual tie-out process? Our current process involves printing a physical copy of the filing and manually add...
Amplify is a great experience from top to bottom, but one of the best parts about this annual event is the ability to connect with your peers and the Workiva staff. It's always bittersweet when the conference ends, but the connections you make her...
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 ...
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...
