Hello, I read a post recently about the new binders having a "tabs" feature similar to classic binders to give the ability to organize large volumes of files; I was recently looking and it does not look like a feature similar to "tabs" is availabl...
Hello, Is it possible to send te letters within a process at different moments as it was possble in the old plateform. Meaning sending some letters on week one and once the letters are signed we can send to the next level on week two and so on. ...
Hi! I have a couple of questions - some of which have been addressed in this forum before. As we're about to start quarter-end in a few days, we wanted to confirm before 6/30 a few features that were in the Classic version: 1. Signing without l...
Is there way to customize the email, either in bulk or individually, that goes out to Signers when you Run a Process? Currently they all look like this: Julie Walker, You have a certification task to complete. Please review and certify the let...
It would be great if an end user could simply upload a list of pbc requests rather than go through the CSM. When I used Workiva in circa 2018 with a different company this was a request then. Fast forward to 2023, this is still a request now.
I am an org admin and I had chosen to be notified when people accessed our workspace and did certain things within WDesk to documents, etc... I no longer get these notifications and I cannot find where to make the selections. I was informed by cu...
Hi, In the new certification process, under the status we see various color represented, for different activities. One such activity is, when a process is completed 100% the color is Green. We also see a process which is 100% but the status color ...
Hi there, I would like to point out that the password complexity requirements for our users who do not and cannot use SSO (single sign-on) recently underwent a significant change without any notifications being sent to the admins of the Workiva to...
I have migrated my Q1 Certifications but now where to do I find them? I looked under Processes and nothing is listed.
There isn't a delete option and when I highlight the footnote there is no way to delete.
I am in the process of migrating to the new Certifications Process interface. In the old Certifications interface, I was able to copy or "roll forward" a certification letter into the succeeding period without including signers. This feature was v...
Hi, Within the classic certifications users were able to add tags to items to improve the reporting functionality, is this within the release schedule for the new processes module? Also will it be possible to create user groups and assign groups ...
Have there been any changes to the time tracking in the test forms? We've noted, there are much more fields than in the past year which creates confusion for our testers which fields need/must be populated? There was no such announcement, nor does...
We're importing workbooks, all formulas are working except for the SumIF and SumIFs. After reading some of the posts similar to what we are experiencing. We need help since we are unable to make SumIF/s work. Below are screenshots of the SumIF f...
The clients Adaptive Planning admin and myself are having an issue with the "Edit Export Data" The parameters Dimension Value Filters and Dimension Data, we are unable to get all members of a dimension to return. Direct children is selected. The ...
How do I get a power of attorney form in the new section 16 to attach to a filing and do I have to attached the POA to every filing or is there a default that will automatically attach it each time?
Hello, Is there way for those of us in the UK who are using the XBRL tagging for HMRC to test that our submission will not fail when we submit to HMRC? Thank you. Zan
I'm having a hard time removing footnotes. I was able to delete the footnote content at the bottom of each page, but was unable to remove the numbering in the body texts. Please help. Although I was able to delete after downloading into word, jus...
Are stacked waterfall charts available or on the way? We are trying to move our graphs from Excel to Workiva, but have ran into a couple items that are preventing that. Please note, I do not have designed reporting. Thanks!
Hey there, Workiva Users! Has your team been looking for eLearning content in Spanish? Look no further! As part of our commitment to creating relevant and accessible eLearning content, we have translated and recorded several courses and demonstra...
The three-year transition period provides form 11K filers enough time to prepare and get ready for the inline XBRL mandate - just wanted to know if any filer will tag their form 11K this year? Thanks!
Will Workiva Sync be available for all Workiva subscribers? Or is it a separate subscription?
Is the feature now available to allow signers to sign without entering username/password? I see the option to allow them to either type name or just click to sign, but wasn't sure about the higher level for accessing in general. Thank you.
Is there a way to add floating text to a chart in a document? I am wanting to insert a percentage on a bar graph.
Wdesk needs to improve functionality to meet typical users needs: 1. You should be able to edit more features after the original request is sent( add samples, tag request to another control,etc..). Another basic feature that is missing is the abi...
We include our Proxy in our ARS- however; currently, the proxy lives completely outside the ARS document as we've never needed to combine them for a filing. We are debating the best way to incorporate- one idea is to bring the ARS in as non-printi...
Hello, is there a setting or some other way to always land on Home/My Dashboard whenever you log in? Right now whenever I log in, it just picks up where I left off (e.g., Audits, Files, Remediation). The first thing I always want to see when loggi...
I need a heading on just the notes section of my financials that says my company name and then "Notes to consolidated financial statements" Is there a subheading option in a section. My heading is the table of contents for every page, so I cannot ...
We are using time tracking in our SOX testing to track and calculate the time spent for SOX-testing. Recently we've changed (i.e. deleted) some time entries from a test form. However, we noted that the correspondent time tracking report still cont...
I do not see the option to set reminders. Will I be able to set reminders same as in old version?
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...