We have a document that we would like to use if/then statement to show an image depending on whether or not a criteria is met. So if the criteria is met we would like to show yes/no with a circle around yes and if the criteria is not met i would l...
We are currently using Calibri Light in some sections of our presentation. I am locking down style guides for consistency but when I tried to create the style for these sections, Calibri was available in the drop down but not Calibri Light. How ...
I am trying to delete a table in a Document. Somehow I am not able to get the option to delete table. Am I missing something here? I know longer need a table and want to remove it from the document.
Recently I've been creating new links in my document from my spreadsheet. After several copy and pastes, I notice the defaults I selected from the clipboard (either paste values only, or create links and copy formatting) don't always stick as I se...
As we pursue our mission of providing best-in-class, customer-first service and support, we continue to provide more ways to reach us when and where you need it. Whether you can’t seem to figure something out, the Workiva application not working a...
How can I see all links that are in spreadsheets? I want to be able to find where a link is going to a document so I can delete it, but I don't want to have to go link by link to find it.
I am attempting to add a decimal place into the parenthetical text in the comprehensive financial statement. It appears correct for anything that isn't a zero, where it just leaves the value blank (see column A below). Any suggestions on how to fi...
Is there a way to divide a large section of a Next Gen document into several smaller sections? I have been adding new sections then copying and pasting tables and text from the original section to the new one and deleting in the original. This is...
Is it possible to have the hyperlinking functionality in Spreadsheets to function similar to Documents, where it's possible to link to a specific section? Currently, I believe you can only link to a web address, which works initially, but now that...
Hi, does anyone have a useful concept to use for COVID-19? I am happy to extend, but only after exhausting everything else. I should say that I am in 2019 with 2020 DEI taxonomy, so there may be something in the later taxonomies that I can mimic...
Excel has the =filter function which allows you to filter a range or an array. You can use it to return multiple rows based on a value or values. For example, from your current sheet you could return all rows from a connected sheet where "FY2020"...
Is there a way that one or more users, aside from the assigner, can be notified that a task has been completed? I would like to assign tasks within a document but when completed my supervisor should be notified the assignment is complete versus me.
Now available through the rest of 2020 and into January 2021, both live and on-demand demonstrations from Workiva experts give an introduction on how to use products on the Workiva platform. Live Demos Follow the links below for more info on the l...
As many of you may have seen or heard, on December 14th, 2020, the SEC will release EDGAR version 20.4, and with it includes many official EFM changes, such as some new form and exhibit types, new filing values for certain forms, and some new XBRL...
Hi there, How can I do my page numbering on nextgen. I don't see the options on the section properties.
In documents, there is a nice icon that provides a HISTORY of when the document was updated. Why is this also not done for issues? This would be extremely helpful to see when the last time an issue was updated or looked at. Giving us the same i...
WATCH ON DEMAND Have you looked at your XBRL® data lately? After such a crazy year, you’ll have plenty to discuss in your upcoming 10-K. But use caution—your carefully crafted message might be undermined by your own financial reporting. Your XBR...
Any update on being able to add text boxes in a document next to a chart or picture?
I'm working on our 10-K (we just transitioned in Q320) and I noticed that most of my instant tags for 12/31/2019 are using the "EOY 2019" date, but the tags for 12/31/2020 are using the "As of Q4 2020." What's the difference?
Is there a way to turn on a visual indicator for "Keep with Next"? I am able to see if a paragraph has "keep with next" selected via the Paragraph Properties panel, but there used to be a visual vertical line indicator on the left hand side of par...
Is there a way to delete comments that are all resolved? We typically have a few comments for future filing period but it is cumbersome to go through and delete each one individually. It would be great if there was a feature that allows you to bul...
We're in the process of connecting Wdata to our NetSuite environment. We'd like to use the NetSuite Token Authentication Connector. The goal is to use a Saved Search in NetSuite to aggregate the monthly financial data (either as a trial balance or...
Transparency requirements say that companies have to publish the legal Annual Reports themselves, and make them available for at least five years. There is not an explicit requirement that this should be on a company website, but in practice, this...
Our reports' page numbers are displayed with dashes before and after (e.g. -1-), is there a way to customize this is wdesk or do the dashes have to be added manually?
Currently testing to use comments to send notification to non-audit users regarding their issues. Can non-audit personnel access comments in issues? It appears that they cannot -- is this as designed or is it as a result of the new remediation e...
Trying to tag the cover page for the 10-K. Moved to iXBRL in 2Q and Next gen in 3Q. The source value is showing as numbers. I tried different methods - linking , creating a source link and just highlighting, right click and creating a fact. In A...
Working in XBRL I have accidentally pasted a level 4 fact over an existing level 1 fact multiple times because I forgot to click "Create fact" first after selecting the link or table where I am pasting the level 4 fact. I am used to just clicking ...
WATCH ON DEMAND About Looking to close out 2020 with some positive momentum? Are you already thinking about how to up your Workiva game next year? In this one-hour webinar, we’ll take you on a whirlwind tour of our most impactful recent release...
DateThursday, December 3rd2:00-3:00 pm EST Register Now Do you use the Workiva platform for SOX, internal controls, internal audit, or enterprise risk management? Are you eager to learn the latest platform features and get a sneak peek of what’s ...
I found the instructions for hyperlinking new exhibits in Next Gen which say that they must start with "https://www.sec.gov/..." However, in Classic, we were instructed to remove the "s" at the end of "https." Now that our 10-K has been transition...
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...