We had to add a new note to our Form 10K that I now have to add to our 10Q. Since I already did the work on building out the outline section for this note, it would be nice if I didn't have to do it again in the 10Q. I know within the same documen...
Hi, I have a list of entities in a spreadsheet and a 1 page report format that I'd like to have repeated for each entity in the spreadsheet. For example, if there are 5 entities, I have a single document with the same report format repeated 5 time...
When we create a request based on an existing request, we are unable to edit key fields such as assignee, approver, or the phase name that gets automatically associated with the request title. This forces us to create each request from scratch.
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Is there step-by-step user-guide level help for creating new sections in a document? The document has been imported as one large section; I want to split it into sub-sections. The Help that I could find is related but not exact, and the document i...
I'm doing a get request that return a .zip file, but automatically this BizApp converts file to .txt so is not possible to view any data because file is compress. My question is what would be the sequence to save file with .zip extension and then ...
I'm trying to approve tests forms in SOX. I have been already added as the Reviewer in the Test Form but it I do not see an approve button. If I make a right click on the mouse or try Editing the review, it does not give me an approve button eithe...
I'm getting troubles writing data in a spreadsheet with Write Sheet Data command in chains, this command receive a csv, but an error when it executes: Result: Error updating sheet data: The field '%s' contains data that does not fit in the given r...
Hi, there used to be a way to see how other companies tagged their concepts. This was helpful when I was stuck and knew that someone else had a similar disclosure. I cannot remember (and cannot find in the community or help) how it works. Any ...
Workiva's XBRL tool allows you to merge multiple documents. It would be very useful to be able to merge documents in HTML format in order to report the individual accounts as they don´t have the ESEF labels.
Can someone create a video of the All Facts Report Checklist and go through it one by one? Or is this already available in one of the video training sessions that I'm not aware? I went to training years ago and I have the excel file All Facts Repo...
Hi! I'm trying to use a spreadsheet as a pass-through for our data, connecting multiple sources to multiple destinations with the spreadsheet serving as the mid-point hub. However, when I try to add a source to a cell that has destinations already...
The Wdesk testing platform would be exponentially improved if every time I opened a Control Form no matter the round I was in, at the top the Control Description would be visible and showing. Nothing is more frustrating then always having to jump ...
The State of the SOX & Internal Controls Market Survey is a report critical for SOX compliance professionals. It provides valuable benchmarking data that can help you understand the maturity of your compliance program, and includes data about com...
Looking for information on connecting MS SQL Server to Wdata using Wdata Chains. Thanks.
We have several instances where we need to print/export a 10-Q/10-K document after it's been filed but without the page numbers included in the footer as well as a TOC link in the header. Is there a workaround or ability to print our documents wit...
Hi Mike Davis, I have migrated to the new taxonomy, asked my auditors for their preference on where to tag and have the 3 new tags applied. Now that I'm working through overall XBRL, I have a question about the "Report of independent registered pu...
Hi Team Is it possible to copy the entire excel spreadsheet from Cell A1 and paste into another excel spreadsheet into Wdesk? I do not want to sync the file. I am able to copy and paste few sections at a time from one excel to another excel into W...
Hi Team, I have the Workiva chain with Workiva Bizapp with client ID say "XXX" which was running fine in the month of Jan,2022. Same chain , with same client ID is not working now, says Invalid Client ID, error in authenticating. Is there any rea...
How can I add a symbol (e.g., up arrow, down arrow) in a spreadsheet cell that contains an existing formula.
Is there a way to resize text boxes within Audit Procedures?
It would be useful if we could add text (linked or not) over an inserted shape or image in Documents, similar to the capabilities available in Presentations. Is this in the pipeline of future developments?
Will there be the ability to markup a document without editing it? We have people who tie-out disclosures, that have view access only to the document. We limit the editing access in the documents since we don't want them to change the wording. Is ...
I have a link in a FN (cash) that is currently a source link. This number has been linked to other parts of the document already, however it shouldn't be a source link it should be linked to the main F/S (balance sheet - cash). If I change the c...
How can I hide the footer on the first three pages of my proxy document, including hiding it at the bottom of the Table of Contents? Thanks.
The EDGAR system and SEC mailroom will not receive, process, or accept test or live filings today, February 21, 2022, in observance of a federal holiday (Washington's Birthday). EDGAR filings that have already been posted to the website will be ac...
Curious what others are doing to maintain the underlying support for 10Q/10K footnotes. I am just getting up and running with W-desk to prepare my SEC filings. My pre-Workiva method for preparing the footnotes was to maintain a series of Excel wor...
What's the best design/configuration for Quarterly PBC Requests e.g. application's user access reports/outputs and certifications/reviews? Audit Program - SOX <Year> Test Phase - Q1, Q2, Q3 or Q4? Control - Control ID for the SOX App/System's quar...
We've been trying to use the local file sync functionality and have run into various issues. Is there anyone using the functionality in their program?
Big news for your Scope 3 reporting! Hybrid Calculation Method V2 is now live in Workiva Carbon for Categories 1 & 2, delivering higher data quality thresholds, direct insight into raw CDP source data, and flexible version control across your repo...
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...
