Including Q&A and convos about comments, reviews, attachments and digital tie out (aka Binders)
We try to maintain proper segregation of duties when it comes to preparing the 10-Q/10-K and then tying it out. It would be great if the digital tie out feature would allow someone to use the mark-up mode, but not have access to change the informa...
I am trying out the Markup feature and I like it however, I have noticed that whenever I am putting a Line or textbox on top of a table, it seems to crash my browser and is making me refreshing the screen. Not sure if anyone else is experiencing t...
Just starting to use attachments to support my 10-Q and have a few questions. 1. Can you send a review out to auditors that contains the related attachments? Wanting to send them a pdf of our Q with the attachments (no comments and at a point in...
Hello, Currently whenever there are new comments or make changes to comments, there will be notification every time which is quite a lot. Is there a way to customize this setting?
Hello - in the future, could you consider giving a choice on how often the emails notifications for the outline label changes go out? For example my manager may prefer to receive just one email summary at the end of the day vs 10 separate emails t...
I really like the new function that was released where you can drag the rows and columns to reorder in your table, but they don't show up in the blackline that there was movement. I know it's not exactly "new" information that was added, just the ...
It would be great if there was a feature to make a comment private (i.e., only those tagged can see it). We usually let our auditors and others have view access to our document so that they can provide comments directly in Wdesk. It would be nice ...
Is there a way to use contents from a binder as support/attachment for a tie-out?
It would be useful to have blacklines with authorship, shows who made the changes. Would also be useful to filter changes made by person on blacklines.
Hi! Will binders (digital tieout export) be available for other solutions anytime soon? It will make the export process so much easier and less time consuming!
My hope for ticking out documents in the system was to be able to tick the document once and then not have to re-tick out that document in the following year (just update any items that were added or deleted). Can you add the ability to copy tick ...
I was using the markup capability and I like the fact that I can tick out a document in the system. However, it is frustrating that sometimes when I'm clicking into the markup items, I click into editing the underlying document itself. I'm somewha...
Will there be the ability to markup a document without editing it? We have people who tie-out disclosures, that have view access only to the document. We limit the editing access in the documents since we don't want them to change the wording. Is ...
We are beginning explore electronic tie outs in WDesk. As I opened up the markup feature, I notice that the number of tickmark options is very limited. Is there any functionality to add more tickmark options than the standard ones in the screen sh...
We have recently started using attachments (both pdf documents and Excel spreadsheets) in our 10-Qs and 10-Ks to simplify the review process. However, the system seems to be slowing down considerably and has gotten somewhat glitchy (links not upd...
Why does the report from the review function show all pages and not only the selected sections, when you select specific sections. The report currently contains all pages, but should only show the ones selected visible.
We will be new to using attachments in Wdesk and had a few questions. 1. Can you submit attachments to a document where the submitter only has "view only" access to? 2. Is there a way to print the section of the document and the attachments in th...
Is there a way to change the color assigned to a user for Authorship purposes? We have two primary users currently working in Workiva, and the colors assigned to us are virtually the same, which makes it nearly impossible to see which user made w...
We send our auditors the latest document via the send for review functionality. It save us time if we could include attachments and allow reviewers to open and download support files from here. Hence auditors would be able to download the support ...
Wondering if any of you used the "Send to review" functionality to their auditors? Any lessons you may want to share? We've been fine sending the clean pdf and blackline to them and they comment in the pdf. Our current process is working, but if y...
If I send a document for review to Person A, B, and C, and if A leaves a comment, can B and C see their comment? Is there a way to restrict this so each reviewer can only see their comments and my responses?
We roll forward our documents to produce our statutory financial statements and MD&As. However, there isn't an option to delete all comments in a document so that we can start again. Resolving isn't as effective because we can't filter on resolv...
Hi, it would be great if Workiva can improve the process around disconnected comments. We have easily 100 users actively working in the Annual report document in Wdesk. If a user makes a comment and another user updates or deletes the text where t...
Hello :) I'm looking to change our current paper tie out support binder to an electronic tie out support binder by using attachments. 1) Does anyone have any best practices or suggestions for me? 2) It looks like the attachments are ordered alphab...
I have a quick question around Wdesk comments and how the email notifications work with regard to the user making the original comment. Besides tagging myself (similar to CC'ing myself on an email I am sending so I get a copy back) is there any wa...
Hello, Apologies if this has been answered already but I was wondering if there is any way to change the frequency of the automated notification emails received when someone mentions you in a comment in a document/spreadsheet? Rather than printing...
If a comment becomes disconnected, and not re-connected to a memo, will it still print in the pdf export when including comments in the pdf?
It appears there is a new feature where replies to comments will notify the person who commented, does anyone know how to modify this (e.g. turn it off). There are some comments where we type "Updated" and then click resolve just so that we know t...
When a comment is made on a document, someone else can review that comment and the text/cells that it is attached to in the live doc by using the "jump to location" button. This 'jump to' includes specific cells within a table. However, if reviewe...
Hello, Since we are in the final lag of reporting, when I copied from the previous year audit documents, I left the comments in the documents. The help desk provided a resolution of creating new copies without the comments. The process will be too...
