SEC & SEDAR
2023 SEC Calendar of Filing Deadlines

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...

Courtnie Carver Community Moderator Community Champion Idea Generator Workiva Essentials
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Documents
Automate Outline Labels

Is there an option to send an Outline Label change to a group rather than just an individual in the "Automate Outline Labels" functionality?

Liubou Miranosava All Star Idea Generator
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2
Governance, Risk, and Compliance
Local File Sync - why the time limit? 未计划

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...

Bill Mickey Rock Star Idea Generator
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4
Documents
Graphics for Proxy filing 已回答

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 ...

Anna Armendariz
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1
SEC & SEDAR
SEC Clawback Rule

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

Kenneth Ho Beta Buddy Rock Star Community Champion
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Documents
Justified Align Not Working in a Document Template

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...

Ronak Karson
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1
Documents
View All Comments 未计划

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!

Rose Ann James Rising Star Idea Generator
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Governance, Risk, and Compliance
Deleted Test Forms

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?

Christine Anderson Rising Star Idea Generator
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4
Documents
Compare specific sections from two separate documents 已回答

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? 

Adrienne Ramsay
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3
Controls Management
Tool Tips for PBC

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...

Holden Canty
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1
Charts
Category name labels on Stacked column charts

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, ...

Adrian Jimenez Idea Generator
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2
Spreadsheets
Column alignment based on digits

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, (...

Permanently deleted user
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Collaboration Tools
Blackline authorship 已完成

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...

Pat Flanakin Community Champion Idea Generator
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Spreadsheets
Rounding with different dollar values 已回答

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 ...

Permanently deleted user Workiva Advocate Rock Star Idea Generator Community Champion
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Filing & Section 16
EDGAR closed today—Nov. 11

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...

Mike Davis Community Manager Amplify Attendee Community Champion Idea Generator Data Management Suite Workiva Essentials Train the Trainer
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Chains
HFM- Extended Analytics

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...

Ryan Townshend All Star Data Management Suite
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Controls Management
Dynamic Insertion For Connected Sheets 已回答

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...

Rebecca Demy Workiva Advocate Beta Buddy Idea Generator Community Champion
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Chains
Update a table's query dataset as a chain 已回答

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...

Pablo Fernández Rising Star
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0
Charts
Graphs 已回答

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 ...

Marta Castaño Global Stat Workiva Platform Using ESG Workiva Essentials Data Management Suite
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Chains
Update Datasets in a Table chain template 已回答

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...

Pablo Fernández Rising Star
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Workiva APIs
Workiva and Jira Conection 已回答

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...

Pablo Fernández Rising Star
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0
Spreadsheets
Pulling sheetnames into cells

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.

Pat Flanakin Community Champion Idea Generator
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