The company that I work for is looking at transitioning from ToppanMerrill for our filings and instead filing ourselves through Workiva. One of the questions that was asked is how does the process of printing our 10-K work? Our CSM mentioned a 'Pr...
When importing a Word document, or DOCX format, there are a couple things you can do prior to import that can improve the look of your document after import. These would be a) converting auto-text to plain text, and b) removing unneeded sections b...
Hi, We are a real estate investment manager and one of the things that our team is responsible for is reporting on all different types of metrics about our properties. We have a large data warehouse that aggregates ~200 metrics for each of our pr...
Hey Mike, We have a waterfall chart in our MD&A that shows what makes up our net income in each column, and then the last column in the chart has the budgeted net income for comparison. In our classic document, we had a chart option for that budge...
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.
Is it possible to create a table of contents where you can reference pages within a section? For example if we combined all of the financial statements into one section instead of having separate sections for each statement would we be able to cal...
Is it possible to have different page layouts within one section of a document in the Editor? For example, I have a couple of documents where the primary financial statements are in portrait format, but the supplementary schedules to those stateme...
We have an existing, Classic Presentation where all of the slides are formatted in letter size for easier printing for certain management. Unless I'm just missing it, I can't find a slide properties area that includes sizing of the slides and the ...
I have a table of data in a spreadsheet. I want some records to appear in one section of a document and other records to appear in other sections of the document. I accomplished this by linking the entire data table to each section of the document...
My company is currently exploring opportunities within Workiva to make our SEC Reporting process more efficient. Can anyone share similar experiences or process improvements made?
Our workbook supports several documents. Over time it has become difficult to follow and update. We are considering redesigning our workbook and was wondering if anyone has done this and what principles were used in deciding how to organize data
I'm trying to create a link between our wdesk database, which stores control information to a word document in a project folder, so control information updated in the database is automatically updated in the word document. How would I create this ...
Two-way data connections would prove efficient.
This is how I explain it. Feedback welcome.
We have an image in our header but the text is different from one section to another. Whenever we create a new header I copy the the format from an existing header and paste into the new header. However only the text is copied and I have to reinse...
This blog originally appeared on Workiva.com on Sept. 17th.In a new milestone, the first multi-document Inline XBRLTM filing to the U.S. Securities and Exchange Commission (SEC) has been submitted using the Workiva connected reporting and complia...
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?
I created a template using Presentations so that we can be consistent with company standards. I inserted a link to a spreadsheet where I have our Legal Disclaimer (that was a suggestion from the hands on at Amplify in TX). It looks good in the tem...
We are looking for integrating Wdesk with Tableau so that data from workiva can flow in Tabelau as a data source and dashboard can be created.
Detail within the activity listing says "{'department': {'new': u'Finance', 'old': u''}, 'username': {'new': '', 'old': '}, 'solution_list': {'new': [u'SEC/SEDAR Reporting'], 'old': []}, 'title': {'new': u'Senior Manager', 'old': None}}. Is the u...
This blog originally appeared on Workiva.com on September 12, 2019 Over 2,200 accounting, finance, and compliance professionals gathered in Dallas for Workiva Amplify, the annual Workiva user conference. And they left with one concept on ...
Hello, I am looking for help to adjust the table size to align the table to the left. It was fine when the file is under "classic" doc; however, when it's translated to "Next gen" document this quarter, some tables are not left indexed properly a...
I am trying to add vertical text to a Next Generation Presentation. I want to have the vertical text to section out a flowchart.
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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.
The fifth and sixth set of the Data Quality Committee's (DQC) validation rules are now available in Wdesk.Round 5 includes the addition of 17 new rules. A majority of the rules relate to defined benefit and Cash Flow Statement disclosures and foll...
How should i tag State of Incorporation and Exchange name on the cover page of 8K to meet iXBRL requirement?
Can I add next generation documents to binders, or only classic documents? Right now, only my classic documents appear (for that particular workstation) when I try to add content.
Is there a way to adjust the white space between the chart and legend where the legend is located on the right side of a chart? Currently, I only see the functionality to adjust the white space for the legend is when the legend is located at the ...
With so much going on, we know it can sometimes be challenging to know where to go. To help y’all find what you are looking for we’ve created this resource so you can quickly find hot topics, needed info, useful content, and all the other valuabl...
Note: These tools are available to Data Admins Did you know that Workiva offers you the option to have more control over your data and how they appear in your forms? Did you know that you can create your own fields, name them and place them whene...
Has anyone successfully used Workiva to complete a 10-Q or 10-K tie-out that was accepted by their external auditors and fully replaced a manual tie-out process? Our current process involves printing a physical copy of the filing and manually add...
Amplify is a great experience from top to bottom, but one of the best parts about this annual event is the ability to connect with your peers and the Workiva staff. It's always bittersweet when the conference ends, but the connections you make her...
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...