Including Q&A and convos about comments, reviews, attachments and digital tie out (aka Binders)
When rolling forward and copying a folder (i.e. interim period), is there a way to keep the attachment labels in place as placeholders where we can upload new attachments or does selecting attachments keep the attachments from the previous period?...
How is your team collecting supporting documents from external sources and partners for metrics and datapoints throughout your financial statements through workiva? We currently utilize Content Requests but wish for a more user-friendly way to co...
Wanted to see if there were any best practices for integrating tie outs into workiva for use as a deliverable to auditors or other reviews, especially in the case of MD&A. We currently maintain a manual workbook for our tie-out of MD&A figures but...
It would be helpful to have the ability to customize comment labels, similar to the current functionality to customize outline labels.
Is there functionality in place today to keep the Markups in the attached document when replaced with a new attachment? I know there is functionality to rollover the Markups from prior quarters. However, when replacing the document with the curr...
The March 1, 2026 release notes included information on a new feature related to streamlined access requests. It says that File Owners will receive the tasks to approve access. Who exactly gets the request? Someone just requested access for a fil...
We recently had to move some tables / narrative to a new footnote in one of our filings - we copy and pasted what we need to move, but it looks like the attachments were not maintained and had to be re-attached. This isn't a big deal, but out of c...
It would be very helpful to be able to export our 10-Q/K in .docx format with comments included in the export. Currently it seems it is only possible to export a document with comments included as a pdf. We are currently having to manually add eve...
hey Workiva team, hope all the best!we would really like a new filter option in the comments where we could filter out the still open but not yet replied comments if you have any further questions let me know, otherwise we are looking forward to t...
Hello everyone, Is it possible to create a form similar as Google Form inside Wdesk?
Currently, when exporting a document to PDF with comments, all comments are included by default — even those already marked as resolved. This can create confusion, especially in collaborative workflows where some comments are meant for internal di...
When multiple users edit in a excel workbook, such as filter for a specific column, can the predecessor's filter action be replaced by another people's filter action? Does workiva has the same function as excel to only see mine?
If you deleted comments from the live document does it also delete them in the Review file where it was orginally placed?
In presentations, is there a way to see who resolved a comment? We can see who authored the original comment but there is no history of who resolved it.
We made a review file. Our auditor made comments in the review file, but those comments file don't appear in the live version. Can this be fixed?
I may be missing it, but isn't the newly announced Overlay functionality in Documents just another way to turn on Authorship within the right-side History menu?
Wondering how others are overcoming the inability to track changes for connected information, particularly as it relates to audit reports in the Audit Management Workspace.
My favorite feature is the mark up feature in documents, I look forward to seeing it in presentations hopefully in the near future.
We love the Slack integration for task notifications, but noticed there's no trigger for tasks that have been returned. How can we change that setting?
Is there a way to assign process preparers and approvers to multiple sheets within a workbook without having to create a process (content request) for each sheet?
Within the same sheet I have a couple preparers (Assigned to) who also have to review others work (Approval by). Does this create conflicts with how processes (content requests) assign permissions? Especially since I have it setup as all actions r...
When attaching a file to a Workiva file (Document/Spreadsheet/Presentation), is there a file size limit? If so, what is it? (The only two mentions I find of attachment file size seem to be in other contexts: Certification module: attachment file s...
I know there is currently functionality to print files with comments, but it would be great if we could choose which comments print (for example by label or by person who posted).
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, everyone! We have decided to give users a little more time to get used to the new binders product and are waiting to deprecate all classic binders until June 21st. Also, this week we will be releasing the ability to send a binder for revi...
Again, this would be immensely helpful and I have never received a good reason why it isn't being implemented. The number of steps to go through to confirm who made a change in the blackline, given the other functionality obviously available with...
Hi, I received the email from the preparer when his financial was done in Wdesk. I then added my review comments to the financial. Instead of "manually" emailing the preparer about my review having been completed, I can't seem to find a button i...
Hello, We've been using the classic binders for a couple years as a repository for our electronic tie out support. With the retirement of classic binders coming soon, we were looking into migrating to the new platform. However, I don't see any w...
It would be very helpful, especially when tasks in Workiva are going to be sent to Executive Leaders, to be able to edit when the reminder emails about the tasks are sent or what they say.
