Documents
"Select all" text in next gen document Besvart

Is there a way to "select all" text in a very lengthy document in next gen (to make formatting edits, etc?)

Christine Crafton
3 |
0
Documents
How do I position a table?

I want to position a table in the top center of the page. How do I do this?

Paul Goode All Star Community Champion
11 |
0
Controls Management
Test_Nature Record Type

Hi -  I am trying to extract data from the SOX module using the API Get Records by Type (GET https://api.app.wdesk.com/graphdb/v1/types/).  The API response for record type "Test_Nature" only provided me with the unique values of the test nature (...

Mark Isla GSR Specialization Rising Star Data Management Suite Workiva Essentials
4 |
0
Collaboration Tools
Controlling the commments Besvart

Is there a way to also restrict the comments related to restricted portions of a document, in line with the permissions governing the content?

Stephanie Parrish-Chester
2 |
1
Collaboration Tools
Exporting all tasks list Besvart

Hi,   Can we export the All tasks as a list in excel spreadsheets? For now I am able to export one task at a time in pdf format.

Simi Sharma Idea Generator
22 |
3
Home & Files
Folder permissions in Files area Fullført

Hi, when will permissions for Folders within the Files area be implemented, please? There was a post a few months back stating that it was projected for August 2020. Is there an ETA? We are needing to have this feature for sharing specific audit f...

Jeff Murfin All Star
5 |
0
Charts
Color of data label inside bar graph Fullført

Is it possible to change the color of the numbers inside a bar graph or is black the only option?

Kathryn Yonda
3 |
0
XBRL and iXBRL
Data Quality Committee: Latest Round (Version 12) Available

Hi all! Wanted to let you know that the latest set of the Data Quality Committee’s (DQC) validation rules are now available in Wdesk. US GAAP filers may see validation messages related to invalid values for percentages, maturity schedule disclosur...

Mike Davis Community Manager Amplify Attendee Community Champion Idea Generator Data Management Suite Workiva Essentials Train the Trainer
0 |
0
Wdata
I'm not seeing a way to publish multiple or all spreadsheets together Besvart

When we update our source files from our GL, we can then publish to many other supporting spreadsheets which link together and weave through to our external documents. It would be nice to be able to publish changes to multiple spreadsheets at once...

Dallas Thornton Beta Buddy Idea Generator Community Champion
1 |
2
Documents
How do you remove a page footnote? Besvart

I have a table footnote and a page footnote, I need to keep my table footnote but remove the page footnote; i cannot find how to remove it. It won't let me highlight the area to delete it. Thank you, Victoria S

Victoria Sadler
1 |
0
Documents
Style Usage Export and Reorganising Styles

Hi, is there any way that there is a usage report of styles that are actually applied in a document? Our AR has many defined styles getting carried over from one year to the next, and it is difficult for me to see what has actually been applied/us...

Megan Daniell Rock Star Idea Generator
2 |
0
Spreadsheets
Calendar/Date Selector as Data Validation option Ikke planlagt

Is there a way to either use Data Validation or Conditional Formatting in a spreadsheet to have the end user select a date (like from a calendar)? 

Scott Paasch
2 |
1
Controls Management
Fit test steps and attributes on the page without scrolling? Fullført

Are there plans to fit the test steps and attributes to the width of the viewing area so that you don't have to scroll to see all of the columns in the test information? It used to fit the window but now you must scroll making it difficult to read...

Rebecca Demy Workiva Advocate Beta Buddy Idea Generator Community Champion
8 |
0
Collaboration Tools
Next Gen Comment Scrolling Fullført

The following enhancement was shared by a Workiva user: When reviewing comments in Next Gen, you are required to open each comment individually where as in classic you were able to scroll through all open comments in the document.  Including ...

Wyatt Blegen Data Management Suite
18 |
12
Documents
Specific Page Number

Hi,    I am working on a document containing many sections and few of these sections run for more than 2 pages. So I need to mention the last page of a section in my report.   For example auditors report consists of 2 pages (Page No. 11 and 12). I...

Harsh Vardhan Verma
1 |
0
Controls Management
Copy a Control Fullført

I would like to be able to make a copy certain controls so that I can create parent child relationships. Each child would be an exact duplicate of the copied control. but would relate to a difference functional group so that each group can be test...

Rebecca Demy Workiva Advocate Beta Buddy Idea Generator Community Champion
5 |
1
Regulatory Updates
SEC/EDGAR Site Experiencing Difficulties Fullført

Hi all! Wanted to let you all know, as we are in the early stages of fiiling season, that the SEC's EDGAR site is currently having some issues. Here's their latest announcement: https://www.sec.gov/filergroup/announcements. Let us know what questi...

Mike Davis Community Manager Amplify Attendee Community Champion Idea Generator Data Management Suite Workiva Essentials Train the Trainer
0 |
0
Home & Files
Import file to a folder Fullført

Hi, Is there a way to import a file (.xlsx, .docx etc.) directly to a folder ? I tried selecting the folder and importing the file but it gets saved to the root directory rather than the folder selected.

Harsh Vardhan Verma
7 |
1
Controls Management
Data Change Reporting

We periodically get questions from our auditors about changes within our SOX environment - for example, creation of new controls, changes in control significance, key reports, or systems.  I have seen the 'Data History' report that is available, b...

James Baird
11 |
4
Home & Files
Next Gen - Add existing Document to a different folder

Hello, In Classic Projects, we can add existing documents to different projects. Which enabled us to work in the same document, even if they're saved to different projects. Do we have something like this function in Next Gen?   We have our Press R...

Linda Lo All Star Idea Generator Community Champion
3 |
0
Controls Management
Identify or remove decommissioned/inactive controls?

I no longer want to see decommissioned or inactive controls in my data type view or in control listings, etc. Is there a way to "hide" these controls or make them inactive so they don't show up anywhere? What about deleting them? Rebecca

Rebecca Demy Workiva Advocate Beta Buddy Idea Generator Community Champion
2 |
0
Chains
Wdata chain builder Besvart

Hello,  i would like to create a connexion to BOX with Wdata chain builder but i have no idea where can i found the properties like the CLIENT ID, Client secret, client ID and entreprise ID.  Where can i found those informations ?   Thanks for yo...

Rafael BOUCHETA All Star Idea Generator
1 |
0
Chains
Issue with "Un-import Command Besvart

Hi There - I am running into an issue using the "Un-Import File From Table" Command.   The chain this command is in, fetches the file ID of the file in the data table (and after using the Array to CSV and an advance query to get the file ID) un-im...

Bradley Coleman All Star
8 |
0
Documents
Save As vs Export Besvart

In a document form, what is the Save As feature used for? The only two options with the save as feature are "New Document" or "Template". Can you just provide more background on those features please. In contrast, what does the export feature do t...

Mike Rivers
1 |
0
Controls Management
Are there Excel settings we need to be aware of and set so that after uploading to SOX/Audit workspace the file is displayed correctly in the evidence/markup viewer?

Are there Excel settings we need to be aware of and set so that after uploading to SOX/Audit workspace the file is displayed correctly in the evidence/markup viewer? Some sheets display fine, but others will display a few columns over a few pages....

Hoa Nguyen Rock Star Idea Generator
12 |
3
Change Management
History of track changes Ikke planlagt

Hello, Is it possible to see a history of all track changes that have been accepted and rejected in the past? Additionally, is it possible to turn on track changes just for specific users?

Jana Smit
11 |
4