I read the instructions for adding a footnote in Next Gen XBRL. I don't see the 'footnote' button at the top of the task bar. Can you let me know where to find the footnote button?
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Is there a way in a spreadsheet to use tick marks. For example, arrows, lines, symbols.. When creating a tie-out of a footnote, it would be useful to have the spreadsheet set up with the tick marks for ease of exporting to a PDF. We can change the...
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Is there a way for someone other than the Assignee on a PBC request to receive notifications? I understand there is a "Notify Others" feature during the initial request set up, however that only seems to send a notification to another person when ...
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can i create a pivot table using connected sheet. i.e. i open a spreadsheet, connect a wdesk report to the spreadsheet and then can i create a pivot table
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Hi, does anyone have an easy way to import a 100 page and heavily formatted docx (ie, cover page, detailed outline text, images, tables) into Next Gen without going through the agony of trying to copy and paste into new sections? The document imp...
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I was not able to indent the second line of a linked cell after choosing not to "Use Link Formatting from Source". Is there a way to do that? For the cell above, I would like to indent the word "net."
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In Next Gen - do you have to assign headers and footers? In Classic we had a drop down to choose the header or footer you wanted. I don't see that in Next Gen.
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We use a row height of 11 and Next Gen doesn't seem to like that. We have a lot of truncated cell warnings because of this. Will this cause an issue when we file?
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Hi, Is it possible that we have a conditional formatting in the tables of this kind of document below (presentation) ? : Thank you
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Any updates on an ETA for Freeze/Thaw option in Next Gen? As updating advanced permissions in 20 documents who each have separate permissions by footnote will be very time consuming each direction..
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Are the binders available in Nex Gen now? Last I heard they were not.
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In Classic documents, we had the option to open the comment in the window that's already open. In NextGen, each comment opens in a new window. When will the feature from Classic be added to NextGen documents?
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How can we determine if our CAFR files have been rolled over to the new version?
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Just wanted to confirm that dual column presentation in Next Gen Documents is now supported.
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We have a month end project for monthly reporting. During quarter end, we have additional sections for budget vs forecast analysis. Currently, we have to manually hide/unhide the relevant sections depending on which month it is. This is a manual e...
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Trial Balance
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Any plans create a feature to upload a trial balance or financial statements to WDesk in order to map internal controls to FSLI's?
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We are scheduled to transition to NextGen this fall. Currently, in Classic, folders and their corresponding documents appear in an order that we (administrators) have set them, and the folders and documents don't change unless an administrator mov...
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Test Filing
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Is there anyway to be able to test file an 8K before the filing date? It won’t let you go through all the steps because it gives an XBRL warning that the filing date is in the future, but then we have to wait until the day of to test file. Is ther...
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Does the new platform (next gen) impact section 16 filings and certifications at all? Is there anything we need to do for those “platforms”/dashboards, or anything we will notice looks/operates differently?
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On the new XBRL/platform why does it give me a validation warning for a hidden fact when the CIK # is required but not on the cover page itself? Can Workiva have it not be a warning for something we cannot fix? I know it doesn’t hold up filing, b...
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Hi - We are attempting to transition from classic to next gen, in doing so, we are cleaning up the doc links. An issue we are having is the 'Linked Files Report' shows a link that the 'Doc Links' does not show. So it is impossible to determine whe...
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Need to erase a child title on a policy, it had been duplicated en several part of the document.
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Is it possible to combine exhibits and the 10Q into one document in Next Gen? If so, please provide instructions on how to combine.
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No timeline is mentioned for when we will be able to download a document and attachments as a support binder. This is disappointing as we heavily rely on the support binder feature, for both internal controls and providing support to auditors. I...
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Is it possible to embed a hyperlink in an image in Next Gen Presentations? I'm converting a PowerPoint where we have clickable images to Presentations, and I'm not seeing a way to do that currently. Is there a plan to implement this or is there a ...
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When trying to compare a NextGen Documents exported to DOCX to a Classics Documents printed to DOCX it causes Microsoft Word to crash. I.e. Q1 2020 was filed using Classic Documents and we migrated Q2 2020 to NextGen, if we export Footnote 10 in b...
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Images in Docs
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A few questions related to images in docs: Is there a way to add an image (already in Workiva) to a document rather than having to re-import the image? For example, we have a company logo that appears on multiple pages but for each instance, I ha...
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Hello Mike and Workiva Community, Please refer to the slides below from the 2020 US GAAP Taxonomy Update webinar. According to the example, does this mean that the only way to correctly tag the cumulative effect for the adoption of an ASU during ...
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