Is there a way to copy an entire section from one document 1 into document 2 (not asking about copying an entire document), other than creating new sections in document 2 and copying them over one by one from document 1?
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Most of the conversations found in the Workiva Community are publicly available. Specifically, that would be any post found in the following topics: Admin, Security & Workspaces All things FERC Amplify Announcements Comunidad en Español CPX Leade...
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At any time, you can edit the info in your profile in the Workiva Community. To do so, first click on your name in the top right corner and choose My Profile, and then Edit Profile. From here you can edit your profile info, including your Name, as...
The only way to opt out of having your contributions removed from any public topic or post is to delete the content itself. The good news here is as the author of the content, you are able to edit or remove them, if you choose to. To view, edit, o...
Wanted to share this quick hack with my favorite peeps here in the Community. In next gen Presentations, you can quickly insert multiple "sticky" elbow connectors by right-clicking on the connector from the Shape menu. Once this is selected, your...
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We are looking at getting away from emails for requesting/collecting PBCs in the generation of our 10-K. Does anyone have any experience or recommendations on this? We have both SEC reporting and Controls Management workspaces, but we are wanting ...
I used to be able to copy a folder without going into account admin...I would simply find the file on the home tab, click on the drop down for the project, and select Copy. The copy option is not there anymore. Did this function get removed?
Are we able to attach documents in second gen documents?
Is there a way to compare a current 10Q filing with a previously filed 10Q?
Hi, Is there a way to set a default font in Spreadsheets similar to setting the default in Excel (for example, I want my font to default to Times New Roman rather than the Arial that is currently defaulting to. Thanks!
Is there a way for me to circle something in a presentation? I am trying to put a red oval circle around a couple of figures in my presentation. Thanks!
Is there a way to create a blackline with two documents from different projects, i.e. a final Q2 2019 10Q versus a current Q3 2019 10Q? I am on the classic platform.
Anyone every had to redact information in an exhibit? If so how do you proceed?
Is there a way to add ticks to the zero line on a chart in next gen presentations? I'm able to add these on a chart with a line on the left axis or bottom axis, but not a zero line that appears in the middle of a chart.
Is there a way to set the margins when converting a spreadsheet to a pdf? I have a spreadsheet that will fit on a letter sized page if I was able to change the margins. It is cutting off the border on the sheet. I has an inch margin all around and...
We implemented the TIG for fair value, as part of the 2018 taxonomy migration. I use the All Facts checklist and running into exceptions for the step “Check “number” or “ratio” (e.g., xbrli:pure) unit is only applied to “percentItemType” or “pureI...
Our team is just implementing Workiva now and trying to determine the best way to house and link support for the footnotes. Prior to implementing Workiva, we had support in excel workbooks that produced numbers used in footnotes of the 10-Q. We we...
I am trying to tag our fiscal period of 52 weeks with FiscalPeriodDuration, but P52W is not recognized as a period duration. Is there a nuance? I found reference to this exact question in another posting, but it is no longer active. The definit...
Is there a way to set up a conditional fomat when the adjacent cell contains a specific value? In my example below I want cell H2 to be highlighted when cell G2 contains an * or any other value that I choose.
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...
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...