Currently when we want to do a certification activity within processes, we must select who the one person is that can do the signing. However we are finding more and more use cases where the possible that could complete the certificate and do the ...
We have a process with multiple letters where most respondents include attachments to support their responses. Currently, in order to review these, we download each letter and each individual attachment and create a binder for the responses and at...
We are currently exploring using the translation functionality in Workiva but in our test cases so far the translated document does not quite have the same format as our original version. For example, footnotes that we have formatted as superscrip...
With the new Task filtering feature, you cannot make bulk edits to Users or Due Date when you select multiple tasks in a filtered view (only Tags). Without this ability, this new filter feature has limited benefits. Will the bulk edit function be ...
GRC: Roles and Permissions We're excited to announce that the GRC: Roles and Permissions e-learning course is now live on the Learning Hub! This new course has replaced our previously published “Controls Management: Roles and Permissions” course,...
Since Workiva only ensures backups of data for the preceding 30 days per the latest SOC I report, we are needing to download the PDF versions of the certifications for our record keeping requirements. When exporting the Certification Response rep...
The Workiva Platform has been updated in support of the compliance requirements for Recovery of Erroneously Awarded Compensation Disclosures (Clawback disclosures). These Disclosures will be tagged using the ECD 2023 taxonomy, which is included in...
Added a new report into Workiva with the plans on using the excel sync function to update the report. However, when I open the excel file the Workiva Sync Function is grayed out. Does anyone know why this would be the case?
My workbook contains a pair of worksheets, SheetA and SheetB. SheetA contains formulae that link to SheetB. I would like to duplicate both Sheet A & B to create Sheets C and D), and I would like the formulae to point at the new worksheets (Sheet ...
The Data Quality Committee (DQC) approved a new round of DQC rules for Version 22. The effective date for these rules will be for filings submitted on or after December 1, 2023. The DQC plug-in tool has been updated to reflect this change in the W...
Is there currently a way within a process to have a custom email sent to the signer of the letter and a different custom email sent to the approver?
One area where we're interested in a broader feature set from Workiva's ESG solution is in the "disclosure management" domain. I'm wondering if anyone has any general or specific feedback or ideas on this topic. For example, our users are frequent...
Hi, I saw an article or post with a nice summary of current and upcoming XBRL tagging requirements on various SEC filings. But I can't remember where it is located. If you have an XBRL tagging summary, please share in this community. Thanks. Ken
On November 22, 2023, the SEC announced an order postponing the effective date of the Repurchase Rule pending further Commission action. The rule was challenged in court and the SEC was required to "correct the defects" of the rule by November 30...
Is there a way to lock XBRL? I believe the current lock feature doesn't allow new XBRL to be created on text, but does it also limit capability in terms of changing fact details?
Enjoy this new, updated all-in-one 2024 SEC Calendar of Filing Deadlines! Designed for public companies required to submit filings to the U.S. Securities and Exchange Commission, this calendar highlights key SEC filing deadlines at a glance. Now y...
The SEC’s mandate for Recovery of Erroneously Awarded Compensation became effective January 27, 2023, directing exchanges to adopt listing standards. Nasdaq and NYSE amended their listing standards with an effective date of October 2, 2023, requi...
Are you spending too much time exporting information from other systems and importing it into Workiva? Would you like to automate your flow of data more efficiently? If so, it may be time to connect your source and other systems to Workiva! There...
Are you in need of sharing data across Workspaces? You’re in the right place! This is a common need when Workiva users decide to store their data and source system integrations in one Workspace and then share that data out across multiple workspac...
Hi, I have seen previous posts about splitting a long section into multiple, more straightforward sections. This seems a great time saver on long documents then creating lots of sections and copying and pasting bit by bit. However, I cannot find ...
When generating an API Grant, it’s important to keep in mind several leading practices. In this post, we’ll be discussing API Grant Scopes. API Grants are typically used for creating a Workiva Connector, Workiva Chain Connector, Workiva Scripting ...
Has anyone been able to automatically add data to the Update List command (in the workiva connector ) dataset without all the items going to one selection. At the moment we are adding the file text from list file content node. All the items in the...
When we open a history version, we do not see the Comments icon on the right hand panel. How can we get that in the history version? thanks We can only see below icon on the right hand panel.
Hi community- anyone currently using Wdesk to prepare Texas Railroad Commission annual reports?
Hi! Is there any way to make sure that the Document is complete vs the Spreadsheet that this data is linked from? So, for instance, say in the spreadsheet we have an income statement with 15 lines and then in the Document we only have 14 lines bec...
Where do you find these lists after you create them? How do they get used in a query? All the chain documentation seems to assume that these pieces of information are known before hand.
📆 Date: Thursday, November 16⏱ Time: 9:00 a.m. CST* | 4:00 p.m. CET🌎 Location: Virtual About this Event Hello friends! I officially invite you to join us or our next Beverage Break on Thursday, November 16 at 9:00 a.m. CST* | 4:00 p.m. CET ...
SEC implemented a new rule impacting resource extraction issuers (issuers engaged in the commercial development, including exploration, extraction, processing, export, license acquisition, or other significant actions, of oil, natural gas, or mine...
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...
