Hi, I don't seem to be able to find a way to import and add an exhibit to a current filling with the NextGen. Would you please help me?
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Still a little confused about using the xbrl profile method for documents rather than the old method of just assigning a taxonomy to a document. Not sure I understand the benefit of using a profile, other than now we have to. Part of the confus...
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In Next Gen tables, I am having an issue where I can't align numbers in some tables all the way to the right. I have tried using "Right Align" in the edit options. I have also tried using "Increase Indent" and "Decrease Indent" and it helps move i...
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XBRL Next Gen
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What happened to the XBRL Outline Subsection Attributes box that we could access when right-clicking on a section in the XBRL outline? When we transitioned our 10Q to Next Gen, there were some items from the Cash Flow footnote that were being pul...
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Document Health
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Hi, when you run Document Health, is there a way to suppress the issues found in the non-printing sections? We use the same document for quarterly and annual financial statements but certain sections that we only need for annual statements are s...
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Hello, I want to indent the second line within a cell, for example, below, how do I indent starting from "expenses, excluding..."?
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Hi, Is there a way to tag a table text block in Nex Gen? We are running into some issues with this in our filing.
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How does Workiva ensure that two different people do not edit the same number/ text at the same time, now that is no longer 'sharing'?
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How to
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How to.... set up new users format home screen link files send export documents create comments highlight sections to keep track of items reviewed
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We use support binders on Classic Docs and they are fully integrated into our processes. We have been waiting to transition to Next Gen until support binders function optimally. We have been told for over a year that it was coming.... but still no...
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Will NextGen's Filing process ever support a feature in the Notification email portion where an email list can be loaded from a previous filing? I realize there are not "projects" anymore, but there are previous filings. We generally have a long ...
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What is the feature of this filter under the NextGen?
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I need to create a Binder on one of the projects I'm working on. I know Wdesk has a Binder in classic version, and I wanted to hear from the community on their experience with Wdesk Binder. Also will it be available in next generation? Thanks in a...
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8K Taxonomy
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Hi Community, We will be filing our Q2 10Q with the 2020 Taxonomy. If we file an 8K before the 10Q, does the 8K need to be in 2020 Taxonomy?
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Hi, this should be easy to find and yet I can't seem to find it. Rather than merging into blank columns or shrinking the font, I would like to wrap the text in a table that I have in presentations to allow it to be narrower. I can't seem to find...
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DateTuesday, June 232:00 - 3:00 pm ET Register Now Stressed about the new XBRL® component of FERC compliance? Learn how your team can begin preparing now to simplify XBRL adoption and the process of preparing FERC forms. Please join us for a one-...
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Surprised that in the Wdesk document you can't paste values into text or "paste match formatting" is maybe another way of saying it. It's especially painful on implementation of Wdesk and updating the new filings that you've already been working o...
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Array Formulas
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Does Workiva support array formulas in the spreadsheets? I uploaded an excel workbook that uses array formulas and I cannot seem to get my formulas to calculate in Workiva.
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Has anyone filed their broker dealer reports through Workiva? How does it work? Just trying to update my process.
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Our slides in powerpoint have a faded background that you can see through text boxes etc. One classic presentation that has been transitioned has maintained this backdrop and has primary layouts accordingly. However none of the other transitione...
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Is it possible to make "View Row Coordinates" visible by default in a report? I am frequently looking at the number of records in reports and have to toggle on Row Coordinates, it would be very helpful to make row coordinates permanently displayed.
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We accidentally created two filing packages for the same filing. Can I delete one of them?
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Sample Matrix
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Hi, If I want to create a attribute testing matrix without sending a PBC request, how can I do that. Suppose there is no population as such and I dont want to send any PBC request for samples. I just want to create an attribute testing matrix in t...
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Is it possible to create and Send for Review on Spreadsheet? Also, create blackline?
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Within my organization, our language within our notes are common to most of the companies. During year end, when a comment was suggested it was difficult to identify in the document the precise change suggested, since it was a common language desc...
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Hi, please see below. The header label is just not showing up formatted left like I want it to. In Edgar preview it looks fine but in Workiva and PDF it looks bad. The format for the cell and column is identical to the old generation Workiva. So i...
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In my next gen document i have sections appearing on a certain page (ex. pg 33) but in Edgar view it appears on page 34. Why aren't the page breaks the same?
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How do I make a destination link into the source link. The case I have is a transitions document (X) with a table of contents in a table using source links from another document (Y) transitioned with (X). Here is a screen capture:
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There aren't any settings for Keep With Next in paragraph styles options. However, when you apply a paragraph style, it removes the Keep With Next check mark already applied to a paragraph. So if I want all of my Heading 1 paragraph styles to be K...
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