I noticed that anytime I add a new tag in the document and mark it verified/flagged for the reviewer, it does not show up in the summary review tab as verified/flagged. If I change an existing tag, it is reflecting in the summary tab but not for n...
Have you hit the spreadsheet cell limit? Are you in need of storing large sets of data? Then Wdata is the place for you! Wdata allows you to centralize your data storage and execute queries to use that data for your reporting needs. To make your d...
Data Prep is our Data Transformation tool that allows you to transform your data file - technically and functionally - in a single process called a Pipeline within your Chain. Technical transformations are adjustments to your data file using opera...
I am toying around with using the attachments feature for support documentation, but I have not found a good way to allow auditors access to both the document and the attachments without allowing them to see the live document and comments. I want ...
We would like the functionality of the 'Reports' section improved. The Process Status, Process Activity, and Certification Responses screens need to have sort and filter options added to the columns. Currently the only options available are to mov...
We send quarterly SOX certification to 6 Groups (regions). Each group has about 50 signers. Currently only I can update user Groups which requires a lot of work and sometimes slow down the process. Besides the Workspace Owner role that can edit Gr...
Hi, i´d like to know if i can create multiple sections on one page of my document without creating a page break or add a new sections that would followingly direct me to a new page.
Maybe not a game changer, but it is a nice improvement to see that I no longer have to input afresh the notification emails when creating a new period's filing. Thank you.
Annually, we have a large repurchase agreement (100+ pages) which has some formatting which leads to inconsistencies between the Word version loaded to WDesk and the executed version of the document. As a result, we've had to default to loading a ...
Please indicate if the functionality to export the evidence testing tables to excel or CSV is in the pipeline.
In the Workiva connector's "Export Query Result" command, there is a toggle at the bottom labeled "Export as Dataset" as shown here: The information in the help icon simply repeats, "Optional: Export query results as a dataset," and nothing about...
Will the "copy" feature, as included in the Classic version (click on drop down under reporting person's forms), be available in the new version of Section 16 filings? I utilize this feature heavily--specifically for our executive officers who ha...
Good afternoon, I am new to WDesk, i am trying to map an account. Can anyone led me in the right direction. I tried goggling and it just makes it more confusing, Any tips, and advises are appreciated. Have a great day, Thank you Monica
Would it be possible to add a feature where you can select a word from a paragraph in a table cell and place the comments on it and not the entire cell?
📆 Date: Tuesday, August 15th⏱ Time: 1:00-2:00 p.m. CDT🌎 Location: Virtual https://workiva.wistia.com/medias/xyqkfdgl3x About this Event Hello friends! I wanted to let you know about our next Office Hours event we’re hosting here in the Work...
Hi there, I need Long Upper $-Billion - is there any way to create this other than using Suffix? Can this be added to the dropdown?
Looking to create a stacked bar chart like the above, but cannot get multiple data sets to stack on top of each other when there are two "columns" of data in the same area.
In the new certification process, we would like to have the status chart to reflect the real-time sign off status when multiple signers are assigned for one document in one step. In the example below, I have 4 signers assigned to one doc in one s...
Hello How do I create a new process, without migrating an old one? In the old version, I would send out letters to three different groups as part of one certification process. Now, I have to create three different certification processes but I can...
Can the program be updated to select specific years for uploading in Workiva Sync? In Wdesk Sync, it was easier to locate the file to upload if we opened the spreadsheet, while in Workiva, click on recent files and locate the specific file easier....
Hello Team, I am calling API “ Return Data From a Region” API using Postman. So basically I have a sample spreadsheet on the workspace where I have read only permissions and I am trying to read the content of the spreadsheet using Postman, so wha...
Si utiliza las Normas de la Junta de Normas de Contabilidad de Sostenibilidad (SASB, por sus siglas en Inglés) para informes ambientales, sociales y de gobernanza (sostenibilidad, por sus siglas en Inglés), ahora puede encontrar en el Explorador d...
We used to be able to export all our certs in one step to see it in one package. Now, best I can tell, we either have to export them all individually, or export a CSV file which is good for a log, but not for auditors. Please advise if I'm miss...
Cannot see a way to change the organization time zone to use anything other than UTC. I have contacted support and they are looking into it. By the way, I know I can change my local time zone, but we need to change it for the organization to mat...
Hello, Is there a way to tell what folder a document or spreadsheet is housed in other than searching through various folders?
Good morning. Couple of Questions: 1. Is there a way to delete old certification processes? I created three test processes after migration, and now I don't need them and want to remove them from the Processes listing. 2. Is there any more informat...
We have certifications going in the new process and have run into an issue. For one process, all people that will sign have completed it, but the process is not marked complete as one person did not sign. We do not want to delete the action becaus...
My boss is the only approver for certification tasks and we are finding that when the activity shows a task was completed and autoapproved, the approver is notified, by she isn't seeing any email notifying her of anything. She has checked junk fo...
Greetings, I sent out a request to the Assignee for evidence. The Assignee sent the evidence to me directly outside of Workiva. I am able to upload the files into the request, but I am unable to close the request. Suggestions?
In the new Certifications experience is it possible to approve on behalf of the signer? I had a signer had an access issue and certified outside Wdesk. Since I can't change his status from "uncertified" to "certified" in Wdesk, I had to remove him...
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...
