<i class="icon-match-section w-icon w-icon-50 w-icon-twfr-file-g2 w-icon-color"></i><i class="icon-match-section w-icon w-icon-50 w-icon-twfr-link"></i><i class="icon-match-section w-icon w-icon-50 w-icon-twfr-task-create w-icon-two-color"></i><p>General discussion and Q&A for next generation Documents, including formatting, style guides, history and milestones, blacklines, track changes, tasks, comments, next gen attachments, exports and linking between content.
When importing a Word document, or DOCX format, there are a couple things you can do prior to import that can improve the look of your document after import. These would be a) converting auto-text to plain text, and b) removing unneeded sections b...
Hi Workiva Community! I'd like to know if there is a way to lock a document after its official publication or distribution to the market, preventing any further modifications. Specifically: Is there a native feature to make a document read-only ...
Hi Workiva Community! I'd like to know if there is a way to restore an entire document to a previous version saved as a Milestone. Is it possible to revert the document to that specific point in time while preserving its formatting, structure, and...
The new link overlay feature is great. Thanks for introducing it. It could be made even more valuable if the overlay could separately highlight “Overridden destinations when the source has been updated, in the same way as in the Document Link Repo...
Dear Team , When we are accessing the Workiva folder path, if there are more than 100 files stored in the Workiva path, we are requiring the option to download all files in one go instead of clicking each file separately and downloading it one...
Is there a way to keep comments in their threads when exporting a document to DOCX? Currently once I export to Word, each comment is showing as an individual comment, which makes it hard to follow a conversation.
I want a way to jump to a specific page in a document within Workiva. For example, if I'm trying to follow along with someone in a PDF, I want to be able to click somewhere to type in the page number, and then have the document take me there. Ther...
Hello, We've just started implementing workiva and are considering the best way to link our spreadsheets to the document.In our spreadsheet, we hide or show rows, for example, depending on whether they are 0 or not. We’d like to automatically app...
Daisy Yan I noticed on one of your comments that you stated you went to the Evergreen-style format, which made your quarterly and annual roll-forward process much more efficient. Do you mind me asking what that approach was? I'm in the process of ...
Hello - we've been adding alt tags for accessibility to our documents in Workiva. But we find that if we add the al tag to the table properties or object properties for objects embedded into a table, they do not export to the PDF - while alt tags ...
I have a multi-page inline table with gray horizontal lines dividing rows. There is an assigned header row with thicker dark lines. The header row's line is layered beneath the gray lines from the preceding page. I can't seem to layer the header r...
Hello Workiva Community, We are looking for some clarification on the behavior of Accept Changes and Reject Changes permissions within Documents. Under Document Properties, there is a setting that allows us to specify whether changes can be accept...
My team currently uses the Attachment function as a way to perform our tie out because we like the ability to highlight text and tables then immediately get an attached call-out box that we can then enter a tie out reference. We believe a similar ...
Is there a way to have a line appear beneath the columns in a line/column chart?
Hello, I created a box to use as shading behind a chart. Setting the wrapping style to "behind text" seems to be the only way to layer it behind the chart (whether inline or floating or an image is a floating table). When I move it the location I ...
I have data that will be updated every year, the number of rows and groupings will not be known ahead of time (for example we could have 40 total rows, 5 are tagged with group A, 10 group B, etc. but that will change). I need to make a document co...
Does anybody have any tips (custom formatting or otherwise) that would allow for true zeroes to be shown as dash ("-") but figures rounded to zero (ie. $499,000 shown in Millions, 0 decimals) shown as "0". I am trying to avoid adding a separate co...
I get a red box infront of my page number in Workiva that creates a problem for my table of contents in the report, where the page number witha squere box infront gets goes on a line below the text in the table of contents. How to i edit what is a...
Is there a way to add more tickmarks or customize tickmarks in the tie out binders? I saw a few online that had "GL" for ties to GL or "FS" for ties to financial Statements. Can we add one for WData like a "W" so when someone is reviewing tieout, ...
