Hi, when you run Document Health, is there a way to suppress the issues found in the non-printing sections? We use the same document for quarterly and annual financial statements but certain sections that we only need for annual statements are s...
Hello, I want to indent the second line within a cell, for example, below, how do I indent starting from "expenses, excluding..."?
Hi, Is there a way to tag a table text block in Nex Gen? We are running into some issues with this in our filing.
How does Workiva ensure that two different people do not edit the same number/ text at the same time, now that is no longer 'sharing'?
How to.... set up new users format home screen link files send export documents create comments highlight sections to keep track of items reviewed
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 Community, We will be filing our Q2 10Q with the 2020 Taxonomy. If we file an 8K before the 10Q, does the 8K need to be in 2020 Taxonomy?
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...
DateTuesday, June 232:00 - 3:00 pm ET Register Now Stressed about the new XBRL® component of FERC compliance? Learn how your team can begin preparing now to simplify XBRL adoption and the process of preparing FERC forms. Please join us for a one-...
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.
Has anyone filed their broker dealer reports through Workiva? How does it work? Just trying to update my process.
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.
We accidentally created two filing packages for the same filing. Can I delete one of them?
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?
Within my organization, our language within our notes are common to most of the companies. During year end, when a comment was suggested it was difficult to identify in the document the precise change suggested, since it was a common language desc...
Hi, please see below. The header label is just not showing up formatted left like I want it to. In Edgar preview it looks fine but in Workiva and PDF it looks bad. The format for the cell and column is identical to the old generation Workiva. So i...
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?
How do I make a destination link into the source link. The case I have is a transitions document (X) with a table of contents in a table using source links from another document (Y) transitioned with (X). Here is a screen capture:
There aren't any settings for Keep With Next in paragraph styles options. However, when you apply a paragraph style, it removes the Keep With Next check mark already applied to a paragraph. So if I want all of my Heading 1 paragraph styles to be K...
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.
When working in documents and having the numbers formatted as text. Is there a way to make it read "point six" instead of "six tenths"? In the scrpt the reader would generally read as "one hundred twenty three point six million" and not "one hundr...
In excel I can make multiple views of the same workbook/spreadsheet and easily link between one window to the other. In Wdesk next gen I can open two different spreadsheets and have them next to each other, but I can't see how to open two tabs of ...
I noticed that in the latest blackline update linked cells are showing in a much larger font when exported to pdf. Was this intended, because it looks odd? Below is an example.
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...
