Hi, I created a Document, but would like to add it to an existing Folder. How would I do that? This is for NextGen
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I have multiple documents linked to one spreadsheet (not sure of naming, but all are next Gen.). They are not in a project/folder. Is there a way to put them in a project/folder so I copy everything at once and keep the links?
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Exporting all comments
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Is it possible to export all documents in a project? So if a document and supporting documents have comments is it possible to export ALL comments as opposed to going comment by comment.
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Folder permissions in Files area
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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...
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Import file to a folder
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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.
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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...
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Is there a shortcut to toggle between opened documents(i.e 10Q, 10Q support spreadsheet and Exhibits)
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Freeze and Thaw in next gen
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Any updates on an ETA for Freeze/Thaw option in Next Gen? As updating advanced permissions in 20 documents who each have separate permissions by footnote will be very time consuming each direction..
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We are scheduled to transition to NextGen this fall. Currently, in Classic, folders and their corresponding documents appear in an order that we (administrators) have set them, and the folders and documents don't change unless an administrator mov...
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How to
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How to.... set up new users format home screen link files send export documents create comments highlight sections to keep track of items reviewed
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Folder Permissions?
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Sorry if this has been addressed somewhere else! Given that the Project concept is going away in Next Gen, is there anything in the pipeline about setting Permissions at the Folder level? As a user that carries forward a "primary spreadsheet roll...
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Hi all, the default behavior for uploaded Word or Excel files in the 'Folders' when attempting to 'Open' them is to download the file. Is there a setting that will allow it to try opening in the locally-installed Word/Excel? Thanks for any sugge...
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Deleting a folder
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When you delete a folder are the files in the folder also deleted? There are a bunch of folders that were automatically created for copied files, transitioned files, etc. that I don't want to use? What do I need to do to get rid of the folders wit...
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Wanted to let you know about a couple recent releases to Wdesk Home, specifically related to file and folder management. Now available is the ability to drag 'n' drop files and folders in and around your Home screen. You can seamlessly drag one or...
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I used to be able to copy a folder without going into account admin...I would simply find the file on the home tab, click on the drop down for the project, and select Copy. The copy option is not there anymore. Did this function get removed?
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How under the new platform do you add member special permissions to a "Starter" such as only can open reviews sent to them? We see it for the people that were migrated over, but cannot seem to figure out how to add it to new users.
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Can you pdf entire folder?
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In the classic version of docs you can pdf an entire folder, so it includes the 10Q and exhibits. Is this available in the Next Gen Docs?
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Archiving/Locking a project file
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Is there a way to lock or archive a file after it is finished to ensure there are no changes? A way to still view the file but not let it be modified.
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Is there a way to keep the original source links in copied documents, spreadsheets, etc. rather than having those links linked to a copy of the source file (i.e. moving links from "IRP Data" to "IRP Data (1)" )
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Hi all,I am sure most of you are on the same boat on this. Currently we are filing our earnings release and 10Q/10K using the same support document. We have one excel spread sheet in our internal share drive that is linked to the Workiva supportin...
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When using Folder Copy as an admin, what does "copy outline labels" mean? Don't want to lose them, but don't want to duplicate them either!
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Copy an active spreadsheet
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I would like to break apart my primary spreadsheet into two spreadsheet, it is currently linked to the K and Q, what would happen if we copied the spreadsheet in wdesk? Would the links move to the new spreadsheet?
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I know you should not have links between projects. But is there a way to cross check amounts between projects? For example, amounts reported in the Earnings Press Release are also reported in the 10-Q and I would like to be able to check these in...
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I am not an administrator, but I like to organize the folders/projects in neat way. Also, if I already upload all needed documents to a project (which serve as a binder I guess), why the documents are still showing in the same folder holding the r...
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How, if at all possible, could you easily transition from Workbooks to Spreadsheets with having both active? The idea of being able to laterally set up a spreadsheet with our current workbook is appealing. How have others transitioned?Thanks!
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When rolling forward the first quarter 10-Q project, from the previous third quarter project (which seems to be best practice), what is the best thing to do for the MDA as in Q1 the YTD and QTD discussion will be the same but you still need to pre...
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If I am the "owner" of a document can I set permission levels for people I want to be able to access it or do I need to be an "admin" to do that? Can "admins" set permissions for any document even if they are not an "owner"? What are the main di...
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