I have seen that in January 2023, permissions for new documents etc will be changing so that the creator alone will have permission for that document. How will copying existing documents/spreadsheets etc work and also how will new users be affect...
I can not upload an Excel file as a test form attachment (i.e. as an evidence of an attribute testing). I tried several times with no success! Are there any criteria which Excel files need to meet in order to be uploaded to WDesk? Thank you
I'm new to Workiva. After executing successfully the chain using "Execute Query" Command in SAP HANA JDBC Bizapp I was expecting the CVC file to be generated, but this didn't happen. I can see the recorded retrieved in the logs preview. So, 1...
https://workiva.wistia.com/medias/tvv6rfqh51 From all of us at Workiva, we wish you the happiest of holidays this season. Looking forward to a bright new year with you all.
Does Workiva have the ability to do an annual assessment of the external auditor? Thanks.
Enjoy this new, updated all-in-one 2023 SEC Calendar of Filing Deadlines Designed for public companies required to submit filings to the U.S. Securities and Exchange Commission, this calendar highlights key SEC filing deadlines at a glance. Now yo...
Hello there! I thought it would be helpful if when controls are reassigned to a new reviewer, there is a notification that goes out to inform the new reviewer. We have to reallocate resources on our team sometimes and while the new reviewer should...
Hi there! It would be very helpful and save much time if in the Testing forms we had the ability to remove documents en masse under the Attachments pane of the testing forms, meaning instead of one by one. i.e. a button could remove all documents ...
Is there an option to send an Outline Label change to a group rather than just an individual in the "Automate Outline Labels" functionality?
Am I doing something wrong, or is it a known thing that Find/Replace doesn't work in Presentations? The find part works, but when I hit the button to replace - it says it's no longer found even though it's highlighted right there. Frustrating.
Our team was initially using Workiva for SOX, however we've recently added the Audit Module. When using Local File Sync, the 60-minute limit is causing some issues now, as the Audit team frequently has files open longer than 60 minutes. Why is t...
What is the best method for inserting an Adobe Illustrator 300 dpi graphic into a proxy filing so that the graphic appears in Workiva with a high resolution? I have tried cmyk, converting to RGB, etc. with no luck. It is high resolution outside ...
Hi, The SEC Clawback rule is now published on the Federal Register. Do we know what the requirements are for the upcoming 2022 10K? My understanding is that we are waiting for the listing exchange to update its policy. Ken
For some reason recently, I've had some major issues with using the go to link option with Workiva: Almost every time I use it now, it wont connect to the current sheet I have open, but it just creates a new instance - rendering using a double sc...
Hello, I am reaching out in regards to a one off formatting error. I am currently working in a document template that is formatted as "Justified Align". All of the paragraphs conform to the "Justified Align" with the exception of one paragraph. O...
We align by comma or decimal and this has been an ongoing frustration in the current version. It would be great if we could have an option to align by decimal or comma.
Hi All, Is there a feature to view all posted comments to visually have a status update on all comments within all documents? This would be helpful when you are reviewing or preparing multiple documents? Thanks!
Due to Security reasons, we cannot use the Chat function. Looking for a configuration to disable the use of Chat (remove the Chat option or grey out the use of chat so that it can't be selected).
Is there any way to retrieve or restore a deleted test form from the Admin side or the Workiva support side? If not, can a "trash can" folder/functionality be added for the Admins?
Is there a way to automate the user addition to workspace? Usually we go to workspace and add the user to the group and send welcome email. Looking for a way to automate it.
Hello, I would like to know what's the maximum number of files that can be attached to a single cell in a spreadsheet or a paragraph in a document. Thank you!
In some cases, we have the exact paragraph in both the 10-Q and 10-K, but the sections are in different order, so the blackline won't work since I can't select the specific sections to compare. Is there a workaround for this?
Our understanding of PBC requests is that assignees can add support to a request over time, and as long as they don't click "submit" until they are completed, the request will stay open, but we will be able to see what has been uploaded. The desi...
It would be great to have the possibility of adding category name labels on stacked column charts, like in other types of charts, and not just value labels. As you can see in Figure 1, in doughnut charts it is possible to add more than one label, ...
Looking to generate efficiencies to transport workbook (excel data linked to word type document), formulas and links from one module to another. We have found some data generation will assist another area however do not want to have to recreate s...
Workiva is committed to a more inclusive experience and design across all the Workiva platform, products, and services. As part of these efforts, we are excited to announce that the Braille Institute® Atkinson Hyperlegible font, designed to improv...
Hello, my team is attempting to align the values within a spreadsheet such that the ones place, hundreds place, etc are vertically in-line (and aligned on the right side of the cells). Given we are using the accounting formatting of the figures, (...
Maybe I'm missing it, but I don't see a way to view authorship for blackline changes. I can see authorship for document in the history area, but this appears to be a useful functionality missing in WDesk. Please advise if underway, or if I am no...
It would be great if SOX/Audit – Reports (charts) & Dashboards had the ability to drill down to view source data for charts Ideally this enhancement/improvement should work like this: Double-click on a chart section and open the report with the so...
I have one document that is in whole dollars and linking it to another document that will be in thousands. During this process, we have come across footing issues. I started using the "round" formula which will allow it foot but came across other ...
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...
Ready to own your Sustainability Program roll forward with total confidence? We know that rolling forward your Sustainability Program and Carbon data means managing a lot of moving parts at once. To help keep things organized and ensure nothing ge...
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 ...
Designed Reporting has evolved! Draft to Delivery: A Designed Reporting Journey is a connected, blended learning experience designed to help learners build confidence using Workiva’s Designed Reporting tools to create polished, profession...
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...