Can someone create a video of the All Facts Report Checklist and go through it one by one? Or is this already available in one of the video training sessions that I'm not aware? I went to training years ago and I have the excel file All Facts Repo...
The Wdesk testing platform would be exponentially improved if every time I opened a Control Form no matter the round I was in, at the top the Control Description would be visible and showing. Nothing is more frustrating then always having to jump ...
Looking for information on connecting MS SQL Server to Wdata using Wdata Chains. Thanks.
We have several instances where we need to print/export a 10-Q/10-K document after it's been filed but without the page numbers included in the footer as well as a TOC link in the header. Is there a workaround or ability to print our documents wit...
Hi Mike Davis, I have migrated to the new taxonomy, asked my auditors for their preference on where to tag and have the 3 new tags applied. Now that I'm working through overall XBRL, I have a question about the "Report of independent registered pu...
Hi Team, I have the Workiva chain with Workiva Bizapp with client ID say "XXX" which was running fine in the month of Jan,2022. Same chain , with same client ID is not working now, says Invalid Client ID, error in authenticating. Is there any rea...
How can I add a symbol (e.g., up arrow, down arrow) in a spreadsheet cell that contains an existing formula.
Is there a way to resize text boxes within Audit Procedures?
It would be useful if we could add text (linked or not) over an inserted shape or image in Documents, similar to the capabilities available in Presentations. Is this in the pipeline of future developments?
Will there be the ability to markup a document without editing it? We have people who tie-out disclosures, that have view access only to the document. We limit the editing access in the documents since we don't want them to change the wording. Is ...
I have a link in a FN (cash) that is currently a source link. This number has been linked to other parts of the document already, however it shouldn't be a source link it should be linked to the main F/S (balance sheet - cash). If I change the c...
The EDGAR system and SEC mailroom will not receive, process, or accept test or live filings today, February 21, 2022, in observance of a federal holiday (Washington's Birthday). EDGAR filings that have already been posted to the website will be ac...
Curious what others are doing to maintain the underlying support for 10Q/10K footnotes. I am just getting up and running with W-desk to prepare my SEC filings. My pre-Workiva method for preparing the footnotes was to maintain a series of Excel wor...
We've been trying to use the local file sync functionality and have run into various issues. Is there anyone using the functionality in their program?
We are using the Two Column format throughout our document but it appears that the two columns are forced to be spread evently (width wise) throughout the page. Can we modify the column widths so that the first column is rough 1/3 of the page and...
Hi, I recently found out that you could add superscripts to spreadsheets via the Symbol function. I was wondering if the superscripts could be done more easily via a superscript function rather than having to go to symbols. If not, was wondering i...
Does anyone know what FERC accounts would be used to classify an electric vehicle charging station? We're thinking an account in the 360s, but we wanted to see if anyone else had experience with this first. Thanks!
How can we migrate tables and queries to Production Workspace from a lower workspace?
Is there a limit to files uploaded via the Runtime File Upload node? I have a file that is 26meg and it rejects it. It isnt that big of a file, has anybody else encountered this?
Hi, I understand there is currently no functionality to Save As a Word document and include comments and track changes. I know it is possible in PDF but this would be really helpful if this function was available in Word. Can you advise if this ...
Hi all! As posted here, the SEC plans to implement a change to EDGAR filing websites (EDGAR Filer Web and Online Forms) on or about April 4, 2022. The change requires EDGAR filers and filing agents using third-party software, such as Workiva, to a...
Everything you need for designed reporting, in one place. Workiva's Designer Resource Pack
We are working to set up our data in Wdesk and are trying to plan ahead on how to handle secondary controls. Does anyone else renumber secondary controls when they change their risk profile? If so, what format have you used for control numbering...
Dear All, When I export the presentation in PPT, some table appear bigger than it was in Wdesk. I have checked the properties etc...But I'm unable to see what to do. Can you please advise me on that ? Thank you in advance for your help, Melanie
Hi Mike, On DQC 0124, it indicates the following: Example rule message The element us-gaap:FinanceLeaseLiability with a value of 2,000 has been used in the filing but does not appear in the financial statements of the filing. This disclosure shoul...
Hello, Wondering if someone could help in relation to references within sections. Say we had the following section set up in a document: 1. Introduction (Section) 1.1 Summary (Child Section) 1.2 Key Points (Child Section) How do you make the refer...
I was asked to use the api https://api.app.wdesk.com/platform/v1/graph/reports/<reportID>/csv to get the data in csv format. I logged into the WDesk, and I am seeing the report at https://app.wdesk.com/a/<workSpaceID>/report/<reportID>. I used po...
Is there a way to keep a percentage with the word percent spelled out (e.g. 70 percent) on the same line in a document? I know with numbers (e.g. $3 million) there is an option to keep units on the same line. I don't see the same option with per...
My company has pushed out a suite of branded items, including Powerpoint decks and memos and letters in Word. I was able to import and convert the Powerpoint to Presentations and save as a template, but I can't figure out how to do the same for th...
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...
