Ability to create source links in a document that includes text and amounts that are linked. Would allow us to link sections of MD&A to the press release that we want to be consistent rather than having to copy and paste from one to the other and ...
Day 2 is wraps now and I'm still reliving the great times had. Keynote mentionHopefully you were able to catch the keynote, either in person on the live stream, because the Workiva Community had a nice plug from our VP of Customer Success Penny As...
That's a wrap! Amplify 2019 has officially started and day one is in the books. I just capped off an excellent welcome reception with attendees at the Connected Resources booth, and though my voice is a little worse for the wear, it was great show...
Is there a way to run spell check for the entire document? Instead of having to do it section by section?
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Is it possible to have a "pattern fill" in addition to color on a given series within a chart?
We need a good way to run blacklines between documents that are not available in the history. For example, we provide our Board a blackline of Q2 current year to Q2 of the prior year. The only way for us currently to run a blackline is to downlo...
I'm trying to ascertain the possible risks involved with tagging our documents and what, if any regulatory penalties can/will be associated with improper tagging (ex: not using the correct concept for a specific number or what ratio of custom tags...
Hi all! We are just days away from the conference now and if you're anything like me, you're just burning with excitement!Who's all attending?So who's all attending? I'm going on my 5th year in a row. Are there any out there who have been to every...
I am trying to see if Data Validation is something we should be using. Any guidance or advice is much appreciated.
Is there a way to add colors to the custom format in the Alternate Row Fill option? I would like to add a lighter gray than is currently offered.
Hello, and welcome to the Workiva Community. First off, I wanted to say thanks for joining. It's great to have you. To get started, let's take a quick tour of the site. For a video tour, click here. Accessing and editing your profileBy default, yo...
Spreadsheets - exporting to EXCEL
I'm trying to debug a formula (cross sheet, same file) that should be returning a date but it keeps giving me "null" in the target cell. Same behavior with =match
Hello,Is there a way to view documents across three monitors, similar to how we're currently able to drag a second document to view them side-by-side on two monitors?Also, is the possibility of multiple browser instances still in the works?Thanks,...
Is there a way to lock or archive a file after it is finished to ensure there are no changes? A way to still view the file but not let it be modified.
The fifth and sixth set of the Data Quality Committee's (DQC) validation rules are now available in Wdesk.Round 5 includes the addition of 17 new rules. A majority of the rules relate to defined benefit and Cash Flow Statement disclosures and foll...
How should i tag State of Incorporation and Exchange name on the cover page of 8K to meet iXBRL requirement?
Is there no option to add attachments in next generation documents? I can still add them to classic documents, but the option is gone for any documents I have transitioned to the next generation format. If it is gone, is this something that will...
Can I add next generation documents to binders, or only classic documents? Right now, only my classic documents appear (for that particular workstation) when I try to add content.
The following webinar looks at how to maintain XBRL® and update XBRL using an 8-K as a template. After watching this webinar, you will be able to: Create a copy of an 8-K project Edit the Cover Page without deleting or disconnecting XBRL Update XB...
Is there a way to adjust the white space between the chart and legend where the legend is located on the right side of a chart? Currently, I only see the functionality to adjust the white space for the legend is when the legend is located at the ...
I was trying to link amounts presented in my Exhibit 99 to a spreadsheet for purposes of having the spreadsheet perform a calculation whose results I am linking to the Exhibit 99. For whatever reason the link from the Exhibit 99 to the spreadshee...
We recently changed from Workbooks to Spreadsheets and noticed that we lost the feature where when a cell is locked the shade/transparency of the cell changes so that the user can easily tell visually what cells are locked/unlocked. In Spreadsheet...
In the SOX module, we would like to be able to export all of the controls and associated management design procedures and testing attributes into a single document, but I can't find a report or means do this . Is this possible in Wdesk?
Hi all! Wanted to give a quick update on somethings related to our favorite topic, iXBRL.Hyperlinks to iXBRL FilingsFirst, we've seen many reports around hyperlinks and the somewhat vague errors found EFM 6.05.16, pointing to EFM.6.05.16.externa...
Don't know if there's a file size limit on files being uploaded to PBC requests.
The blog originally appeared on Workiva.com on July 18.Written by Jim TilkThe cost of compliance adds up. In fact, according to one study by Deloitte, operating costs spent on compliance have increased by over 60% compared to spending levels befor...
I am receiving a very strange formatting view when I view in the SEC XBRL viewer. Instead of displaying my table tag, it says the following:"<div style="font-family:Times New Roman;font-size:10pt;"><div style="line-height:120%;padding-bottom:4px;t...
Big news for your Scope 3 reporting! Hybrid Calculation Method V2 is now live in Workiva Carbon for Categories 1 & 2, delivering higher data quality thresholds, direct insight into raw CDP source data, and flexible version control across your repo...
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...
