Including Q&A and convos about comments, reviews, attachments and digital tie out (aka Binders)
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...
In the classic platform, you could save down a document PDF with specific comments. Basically, if you had the comments sorted by a specific person, you could save down a PDF with their comments only. We need that functionality in the next gen pla...
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...
Due to complexities of our anual report and varied styles, we currently need to have it broken down into multiple Wdesk documents. This presents an issue becasue we would like our reviewers to review our annual report as a single document. Could w...
Is there a way to delete comments that are all resolved? We typically have a few comments for future filing period but it is cumbersome to go through and delete each one individually. It would be great if there was a feature that allows you to bul...
The following feature enhancement was suggested by a fellow Workiva customer. If you too would like this feature, vote it up or let us know in a comment below and we’ll get your feedback connected to our Product Team as well. I have created a bl...
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.
After a document is sent for review, is there a way to share changes with the reviewer in response to their initial review comments? Do I need to send them another review task?
Hello In the next gen, when we create an attachment on certain text, it highlights light orange. It is absolutely difficult to find each attachment because the color is so light. Can your team please look into this to make it better? I have so man...
I've got a user who collects commentary from a bunch of different business units and then pastes those items into a final document in Workiva. None of the individuals commenting are in Workiva for anything else, so it makes sense to keep that coll...
My team is experiencing an issue where some users are not able to add comments within our document. When the users select text and right-click "add comment" is not an available option. Have other users experienced this? Both users who experienced ...
Is anyone else experiencing issues with adding a comment to a cell of a table within the new review feature?
Hello, We are implementing NextGen for Q3 and our process is to send reviews to our external auditors. In using classic, the external auditors permission was always set at "viewer." In using NextGen, can we remove their "viewer" permission and...
It would be awesome to have an option to attach Workiva documents as support in Support Binders.Edith Li
Hi Community! Like many of you, my company is just now starting to transition to Next Gen. We've been holding out because our reporting process relies very heavily on Data Collections and Support Binders which still aren't fully ready. Anyway, hav...
Is there a way to also restrict the comments related to restricted portions of a document, in line with the permissions governing the content?
Hi, Can we export the All tasks as a list in excel spreadsheets? For now I am able to export one task at a time in pdf format.
I have ~25 spreadsheets where all of the data on these spreadsheets link to one consolidated spreadsheet. Every quarter, areas complete their specific spreadsheet, and I review all of those responses via the consolidated spreadsheet. For this pro...
The following enhancement was shared by a Workiva user: When reviewing comments in Next Gen, you are required to open each comment individually where as in classic you were able to scroll through all open comments in the document. Including ...
Hi, I see that I can view all comments in my document by opening the comments panel; however with the numbers in the outline and the grey corresponding dot, I am hoping that there is a way simply to access ONE comment or open and close (not delet...
When do directed comments get released (ie the emails sent), and where is this timing located? I would like to see if I need to amend this from, for example, at the end of the day as sometimes we need a quicker turnaround. Thanks.
Resolved comment disappear. Is there a way to find them again or un-resolve them? Fiona
In Classic documents, we had the option to open the comment in the window that's already open. In NextGen, each comment opens in a new window. When will the feature from Classic be added to NextGen documents?
No timeline is mentioned for when we will be able to download a document and attachments as a support binder. This is disappointing as we heavily rely on the support binder feature, for both internal controls and providing support to auditors. I...
How does Workiva ensure that two different people do not edit the same number/ text at the same time, now that is no longer 'sharing'?
