Including Q&A and convos about comments, reviews, attachments and digital tie out (aka Binders)
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...
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'?
We use support binders on Classic Docs and they are fully integrated into our processes. We have been waiting to transition to Next Gen until support binders function optimally. We have been told for over a year that it was coming.... but still no...
I need to create a Binder on one of the projects I'm working on. I know Wdesk has a Binder in classic version, and I wanted to hear from the community on their experience with Wdesk Binder. Also will it be available in next generation? Thanks in a...
When do you expect this feature to be available in Next Gen? It was available in Classic.
Using Workiva to prepare and file our documents has been one of the biggest factors in our success this quarter, especially since we are working remotely. Although we have purchased Next Gen, we have not transitioned for two main reasons - blackl...
Hi, Is it possible to leave directed comments in next gen documents (@Here, @GroupName, etc.)? I believe this was available in the Classic version, but can't seem to do it anymore. This was very helpful when trying to collaborate with my team ins...
Looking to understand when the following features will be available: - support binder in next gen documents - notes sections in next gen presentations
Our auditors have given us the feedback that it would be very helpful for them to receive an export of our 10-Q/K in .docx format with comments included in the export. Currently it seems it is only possible to export a document with comments inclu...
