I noticed some companies's K/Q's have a quick hyper link at the beginning of each section to take a viewer to the page of Table of Contents on their SEC filings. That makes viewers conveniently go back to table of contents without having to scroll...
Can I load notification e-mails from a prior filing in the Next Gen Filing window? Or do I have to re-enter all of the contacts in every filing?
Colleagues are making adjustments (e.g., adding/removing rows) to tables in our financial statements, and this throws off the alternating shading pattern. Is there a quick or efficient way to re-establish the pattern without having to manually sh...
We want to copy-paste from Excel to Document without copying the fond and the its size. How to do it?
Is there a feature in the next gen documents similar to the outline label progress indicator in the Documents?
Has anyone been able to setup a filing package for another member of the team in the same workspace to file under the new filing platform?Under the old filing platform, within a project, under the filing tab I could setup a filing package, test fi...
The blog originally appeared on Workiva.com on May 23.Written by Andromeda Wood.New XBRL® mandates have historically resulted in many companies outsourcing their XBRL tagging at the beginning. However, technology has dramatically improved the ease...
I am looking to file a Form SD tomorrow in the next generation documents yet I do not see in the pull down menu on the "Filing" tab on the home screen. Can anyone confirm whether this document is supported yet?
Can I zoom in and out in a next generation document, without using the browser zoom? When I zoom in using the browser, it also increases the size of the document outline on the left and the property menus on the right. I only want to increase the ...
When transitioning a workbook to a spreadsheet, I am presented with an option to "Transition cross-sheet Workbook links to cross-sheet Spreadsheet formulas." What does this do? I am not 100% confident that I understand the description of this chec...
I have just transitioned a classic document to a new document and I am unable to auto populate my table of contents. In the Documents, I would add #SectionPage# and the page number would automatically populate. How do I do this in the new document?
Is there a way to view the content of Taxonomy Implementation Notes without clicking into each individual tag? I know you can locate all facts with implementation notes while viewing the document, but from there, you can't actually see what the "n...
Hi, is there a way to identify if the filer is using Taxonomy 2018 or 2019 from iXBRL from the SEC.GOV site? Also, we are arranging an in-house training on XBRL review. Are there materials that you can direct me so I can share some of the best p...
I have a cell in a spreadsheet that is linked to multiple destinations in Editor. Some of the destinations no longer exist as the pages were removed. How can I remove these specific destinations showing in Link Properties in my spreadsheet without...
We have a team of six members who contribute in preparation of SEC reporting documents. Currently the various sections, which a particular member need to update are assigned in an excel file and a peer reviewer is assigned too. We are facing follo...
How do I delete a table in a nextgen document? I accidentally added a table, and see options to delete rows and columns but can't find the option to delete the entire table.
Hi Mike, sorry but I have another follow up on the posting requirement. Are public companies under any obligation to post the HTML EDGAR 10Q-10K on their corporate website? I don't believe so but want to confirm this with you and the community. ...
In the inline XBRL viewer, there are several leading statements to tables that are wrapping when we don't want them too. The formatting looks fine in the html document, so why is it different when viewing inline xbrl? It isn't happening for all, j...
We disclose various years (e.g. 2020, etc) in a couple places in our document with a extension tags (for example, we have a contingent consideration disclosure that includes projected years of payment and a range of 2020 - 2026). I've always had m...
Is there a limit to the number of sections that can / or should be in a document. We have our SOX narratives for all subsidiaries in one document, but are wondering if we have too many sections and should create an additional document.
One of the new requirements of the FAST Act is that we will need to hyperlink references to other documents on EDGAR. Since we have references to certain sections of the 2018 10-K within our current 10-Q, I was trying to add these hyperlinks in...
how to tag non-cash transactions for lease liabilities arising from obtaining right-of-use assets?
Hi,We are currently evaluating whether to convert to iXBRL in-house or use Workiva for assistance. For those filers in the community that have converted in-house, how long did the migration take in terms of hours required by your team (prep, revie...
I have an entire Note that is tagged with an XBRL text block. I have clicked on the "Move" button in the tagging box to verify that all content has been selected from beginning to end. However, when I review the XBRL viewer under "Notes to the Fin...
Our latest 10K filing (12/31/18) is not available on the Taxonomy Analyzer. I see that a number of our competitors' 12/31/18 10K have been loaded. Is it likely that it will be loaded?
For our Q1 first draft distributions, our executives like to see certain sections of the current Q1 first draft redlined to the prior year 10-K, and other sections redlined to Q3 of the prior year. I am wondering what other Wdesk users utilize as ...
I had issues trying to create a blank space in a preliminary filing for information that would be updated in the final. Originally I just put spaces in, but those spaces would not translate well to the edgar view.I ended up using underscores and ...
I'm exploring the Business Wire option in Workiva. Does anyone have any advice or knowledge on the subject? Does the option to file through Business Wire cost any extra? I know that Business Wire charges for the service but does Workiva charge to ...
Is there a way to schedule delivery of a report or dashboard to users?
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...
