Hello and welcome to our first video installment of CPX Leadership Insights, a new-ish series where you’ll hear, well, insights from our own Customer and Partner Experience leadership team on a variety of topics. Today’s guest is Andrew Herrick, V...
Hi Team, We plan to create CSRD report content in our ESG Workspace and then share this report with the SEC Workspace where the CSRD content has to be included as a part of an existing financial report.Apart from 'Move' and ' Workiva Export' funct...
Below is our meeting recording from our Level Up session held on Oct. 16, 2024. This session focused on SEC Filing and we covered a few key topics, including hyperlinking your Exhibit Index, EDGARizing PDF, tips for the filing walkthrough, and EDG...
is there a way to insert images from other documents into the document your working on? Almost like the image is a source link and it pulls it through automatically from the source document.
Hi, does anyone know whether we can filter the outline labels in Wdesk Spreadsheet and a summary report of outline labels can be generated?
We set up a few processes for our audit data collection templates. Each process has over 100 actions. We realized that if we need to make a small change (such as edit instruction box or change a due date for all tasks), we need to click on each in...
In today’s team member highlight, I’d like to introduce you to Ali Sharif. Take it away, Ali! Name and Title Ali Sharif, Senior Product Support Engineer Location Remote/London Products/Solutions Covered DMS & GRC How long have you been at Workiva...
How does range linking work with a data source that has a filter applied? I have a set of standardised tables, which I use a filter to hide rows if there is no data for the category. Does the range link ignore the filter and link all cells within ...
📆 Date: Thursday, October 17⏰ Time: 3:00 - 4:00 p.m. EDT🌎 Location: Virtual I officially invite you to join us for our next Beverage Break event on October 17 at 3:00 pm EDT as we discuss the Tips for Spreadsheets and Tables. During the...
In today’s team member highlight, I’d like to introduce you to Jason Hitchings. Take it away, Jason! Name and Title Jason Hitchings, Product Support Engineer Location Remote (Denver) Products/Solutions Covered Data Management Suite, including...
***UPDATED: FEB. 2025**** With the recent announcement of the EDGAR Next Final ruling, there's been many questions from our customers and partners. You will find links below to our FAQs, and our response or recommendations. We will continue to add...
I have a chain connecting to an SFTP doing a "list directory" and then looping through each file to download and put it in a different SFTP server. This works, but it takes too long to loop through the 100+ files on the source SFTP. I'm looking t...
In today’s team member highlight, I’d like to introduce you to Louis Leggieri, Product Support Engineer for Flex and Filing products. Take it away, Louis! Name Louis Leggieri, Location Remote (Nashville, TN) Length at Workiva 1 year, 7 months, 2...
I am trying to use the "Get File" File Utilities Connector to work. I have a groundrunner set up and I am typing the file name exactly as it is shown in the folder. It fails every time and says "File Not Found". Please Help. I have nothing entered...
As mentioned yesterday, its Customer Service Week! As part of that celebration, we thought you might like to meet a few of the folks that make the Workiva Support Team truly out of this world. In today’s CS Spotlight, I’d like to introduce you to ...
We wanted to keep you aware of some exciting changes to our product enablement offerings! We are now offering a Signature Learning subscription for those people that really want to up their Workiva game! Each subscription includes many benefits ou...
Hello, is there a way to create multiple drown down options in a single cell? When creating my sheet, I can only create one option for each cell which is extending my spreadsheet. I am looking to have one cell that contains all options, that wou...
As described in Final Rule 33-11253, the SEC is changing how beneficial ownership reports will be filed as well as changes to their compliance reporting deadlines. Previously, these reports were filed on EDGAR using either HTML or plain text docu...
As mentioned here, it’s National Customer Service Week. Each year at Workiva, we gather our customer support crew in offices across the globe to celebrate their never-ending dedication and devotion to delighting our customers and partners. To add...
(Members of Workiva Customer Support during CS Week 2023 in Ames, Iowa) It's National Customer Service Week, and though we might be biased, we think the Workiva Customer Support Team is the absolute best. How good? Well, I don't mean to brag (oka...
Numbers in report are shown with space as a thousand separator, ex. 1 000,0, while I would like it to be 1,000.0. How do i change this?
Hello, We have to submit a TRS and when we've tried submitting one years before there was an error that the file was too big. However, we don't remember if the error was that individual pictures within the file were too large or if the file as a w...
I am getting "No Matching Columns" error on File Import step in Chain. The file is Tab delimited. I can't convert it to comma delimited as some of the column values have comma as a valid value. FYI. I am successfully able to load the file manually...
Hi There, I'm seeking input on how to pull consolidated balances from FCCS into Workiva using FCCS connectors. If anyone has experience with this, could you please share your approach? We are pulling balances into Workiva on a monthly basis, mul...
Hello, Can Permissions Groups be restored? Due to the permissions group that I was a member of no longer existing, as a workspace owner, I no longer have access to all the files within the workspace. If permissions groups cannot be restored, is i...
Hey all, we just recently implemented Workiva so apologies if there's a dumb answer to this. Is it possible to have a calculated field within the Risk or Control form? For example, if I rate Risk Impact as High (3) and Risk Likelihood as Low (1) ...
In certification letters, is there a way to create a question that allows for a free-form/text box response, without having to use the radio buttons at all? I know it is possible to use a single answer option and check the "exception" box so that ...
I am attempting to run a GET command to retrieve a list of data connections (per the developer site linked here https://developers.workiva.com/wdata-v1/wdata-listconnections/#list-connections). However, I am continuously getting the following outp...
I'm not finding a way to lock specific text of a document, only entire sections or cells in a table. Is this a feature in-process?
Our IT team tried to install Workiva Ground Runner on SUSE v15 Linux OS and ran into below error: "cannot execute binary file: Exec format error" Can anyone confirm if SUSE Linux distribution is supported for ground runner installation?
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...
Ready to own your Sustainability Program roll forward with total confidence? We know that rolling forward your Sustainability Program and Carbon data means managing a lot of moving parts at once. To help keep things organized and ensure nothing ge...
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 ...
Designed Reporting has evolved! Draft to Delivery: A Designed Reporting Journey is a connected, blended learning experience designed to help learners build confidence using Workiva’s Designed Reporting tools to create polished, profession...
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...