Does Workiva have the ability to do an annual assessment of the external auditor? Thanks.
Enjoy this new, updated all-in-one 2023 SEC Calendar of Filing Deadlines Designed for public companies required to submit filings to the U.S. Securities and Exchange Commission, this calendar highlights key SEC filing deadlines at a glance. Now yo...
Hello there! I thought it would be helpful if when controls are reassigned to a new reviewer, there is a notification that goes out to inform the new reviewer. We have to reallocate resources on our team sometimes and while the new reviewer should...
Is there an option to send an Outline Label change to a group rather than just an individual in the "Automate Outline Labels" functionality?
Our team was initially using Workiva for SOX, however we've recently added the Audit Module. When using Local File Sync, the 60-minute limit is causing some issues now, as the Audit team frequently has files open longer than 60 minutes. Why is t...
What is the best method for inserting an Adobe Illustrator 300 dpi graphic into a proxy filing so that the graphic appears in Workiva with a high resolution? I have tried cmyk, converting to RGB, etc. with no luck. It is high resolution outside ...
Hi, The SEC Clawback rule is now published on the Federal Register. Do we know what the requirements are for the upcoming 2022 10K? My understanding is that we are waiting for the listing exchange to update its policy. Ken
Hello, I am reaching out in regards to a one off formatting error. I am currently working in a document template that is formatted as "Justified Align". All of the paragraphs conform to the "Justified Align" with the exception of one paragraph. O...
Hi All, Is there a feature to view all posted comments to visually have a status update on all comments within all documents? This would be helpful when you are reviewing or preparing multiple documents? Thanks!
Due to Security reasons, we cannot use the Chat function. Looking for a configuration to disable the use of Chat (remove the Chat option or grey out the use of chat so that it can't be selected).
Is there any way to retrieve or restore a deleted test form from the Admin side or the Workiva support side? If not, can a "trash can" folder/functionality be added for the Admins?
Is there a way to automate the user addition to workspace? Usually we go to workspace and add the user to the group and send welcome email. Looking for a way to automate it.
Hello, I would like to know what's the maximum number of files that can be attached to a single cell in a spreadsheet or a paragraph in a document. Thank you!
In some cases, we have the exact paragraph in both the 10-Q and 10-K, but the sections are in different order, so the blackline won't work since I can't select the specific sections to compare. Is there a workaround for this?
Our understanding of PBC requests is that assignees can add support to a request over time, and as long as they don't click "submit" until they are completed, the request will stay open, but we will be able to see what has been uploaded. The desi...
It would be great to have the possibility of adding category name labels on stacked column charts, like in other types of charts, and not just value labels. As you can see in Figure 1, in doughnut charts it is possible to add more than one label, ...
Looking to generate efficiencies to transport workbook (excel data linked to word type document), formulas and links from one module to another. We have found some data generation will assist another area however do not want to have to recreate s...
Hello, my team is attempting to align the values within a spreadsheet such that the ones place, hundreds place, etc are vertically in-line (and aligned on the right side of the cells). Given we are using the accounting formatting of the figures, (...
Maybe I'm missing it, but I don't see a way to view authorship for blackline changes. I can see authorship for document in the history area, but this appears to be a useful functionality missing in WDesk. Please advise if underway, or if I am no...
It would be great if SOX/Audit – Reports (charts) & Dashboards had the ability to drill down to view source data for charts Ideally this enhancement/improvement should work like this: Double-click on a chart section and open the report with the so...
I have one document that is in whole dollars and linking it to another document that will be in thousands. During this process, we have come across footing issues. I started using the "round" formula which will allow it foot but came across other ...
May I know how to delete blank page in Document within Workiva GSR Platform?
In observance of the Veteran's Day federal holiday today, the SEC and EDGAR will be closed and no filings will be accepted. Note that Workiva Customer Support is available 24/7. Thanks, and Happy Veteran's Day, and thank you for your service to al...
I am trying to download HFM data to a file. The ground runner is setup, and the integration user has the appropriate access. The HFM-Extract Data to File node works when the "Expand Only" options is checked but fails when it is not. This exact sa...
Is there a way to dynamically insert data from a report to it's connected sheet? If not, we need the ability to insert an entire report into a document. As data is refreshed in the database there is currently no way to know whether a connected she...
I am using the Update a table's query dataset as a chain (Update a table's query dataset as a chain – Support Center (workiva.com)) and I get an error in the Download query results block. The error is as follows: Error running query: objectId size...
On the other hand, this type of graph details the status of the project according to different variables, country, domains... I have some doubts: With these different graphs, can Workiva represent different values differentiated by colours in a ...
I am using the Chain called -> "Update Datasets in a Table chain template". Once I set up this Chain as follows: https://support.workiva.com/hc/en-us/articles/360058919852 . I have created an additional chain to execute the previous one with the f...
Would it be possible from the Jira system to connect to Workiva? I mean if a user in the JIRA system uses an IP and a specific port that indicate the connection to Workiva, can this user make read and write requests from JIRA to Workiva having the...
Anyone know if you can use a formula in a workbook to pull in the sheetname? Say the sheet name is "XBRL," I want a formula that will pull in that text to a cell, then change if I change the sheet name to "Mona Lisa." Thanks for any thoughts.