Trying to add "Documents incorporated by reference text block" in the 2018 DEI Updated taxonomy. Every time I try to add in the outline, it asks whether this is a level 1, 2 or 3. Whichever level I choose, it doesn't recognize the DEI in my outlin...
This blog originally appeared on Workiva.com on Sept. 17th.In a new milestone, the first multi-document Inline XBRLTM filing to the U.S. Securities and Exchange Commission (SEC) has been submitted using the Workiva connected reporting and complia...
In the classic version of docs you can pdf an entire folder, so it includes the 10Q and exhibits. Is this available in the Next Gen Docs?
I created a template using Presentations so that we can be consistent with company standards. I inserted a link to a spreadsheet where I have our Legal Disclaimer (that was a suggestion from the hands on at Amplify in TX). It looks good in the tem...
Hello, I was wondering if there is a way to add line numbers to a blackline for review and then to save as a DOCX instead of a PDF? I know we can add line numbers to documents (Classic) and if I'm not mistaken, this feature is not available in Ne...
We are looking for integrating Wdesk with Tableau so that data from workiva can flow in Tabelau as a data source and dashboard can be created.
Detail within the activity listing says "{'department': {'new': u'Finance', 'old': u''}, 'username': {'new': '', 'old': '}, 'solution_list': {'new': [u'SEC/SEDAR Reporting'], 'old': []}, 'title': {'new': u'Senior Manager', 'old': None}}. Is the u...
Hi, I am trying to make a left indent on the second line of text in a table cell. See that the name "169 Inverness Drive West I & II" was transitioned from a Classic Document and the second line has an indent. But the name "GSA Professional Offi...
This blog originally appeared on Workiva.com on September 12, 2019 Over 2,200 accounting, finance, and compliance professionals gathered in Dallas for Workiva Amplify, the annual Workiva user conference. And they left with one concept on ...
Hello, I am looking for help to adjust the table size to align the table to the left. It was fine when the file is under "classic" doc; however, when it's translated to "Next gen" document this quarter, some tables are not left indexed properly a...
I am trying to add vertical text to a Next Generation Presentation. I want to have the vertical text to section out a flowchart.
Hi everyone - I'm looking to see if there's an easy way to identify and download a list of "transitional tags" and/or concepts that contain "implementation notes" used within a SEC filing. Our team recently learned that we used a tag in a filing t...
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?
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...
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
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.
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 ...
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...
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...
