<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.
We've recently incorporated senior level executives in our review process leveraging the "Review" functionality within the tool. Ill start by saying I'm a huge advocate for this functionality and selfishly has made my job a lot easier managing ~10...
Hi, How can we please change the Authorship colors? Thanks!
Hello, At the last stages of our Report process, we have a manual comparison review to make sure both the English and German versions are identical and there is no missing information in one or another. i.e, a footnote, an image, etc. Would Worki...
Hi, We are already working with the translation glossary in Workiva, however, it would be great to enable a synonym function for different terms for example in DeepL or Google Translate. Has this feature already been considered? if yes, what is th...
Looking for a solution to a weird phenomenon happening in our automated TOC. There seems to be added spaces between sections for no apparent reason. Please let me know if there is something I am missing.
Suppose I have a number like 9,000,000 and I want to display it (format it) in a document as '9 million'. I know I can use the "show numbers as words" option to display it as 'nine million', or I can switch it to being "shown in" millions, which w...
I'm creating a tabular glossary (in Documents, fed from Spreadsheets) in which the definitions can vary significantly in length, i.e. non-standard cell sizes. Is there a way to apply "after" spacing to the cell text in the same way you can auto a...
Hi all, why is it not possible to copy & paste the text of someone's comment? This would be very beneficial e.g. if the commentary provides new wording suggestion I want to use or simply to share the comment in a different channel, e.g. mail/chat ...
How do I define or change the default style for hyperlinks? When we currently include an URL hyperlink into a document it is automatically shown with blue colour. How/ where can I define this default style? Thank you
We are creating a large document copying in data from a variety of other sources. The copied data loses formatting and all the lines of text are forcibly shortened before they wrap by paragraph breaks (see formatting view snippet). How do you make...
I just had a couple of questions on the style guides and set up of the Automated Table of Contents. Mainly the first question could be an issue for us, but the others we can work around or reformat.1) In our Proxy, we have an Appendix section star...
Hello All, Has anyone set up their Auditors in Workiva before? What type of permissions did you give them? I want them to have access to Workiva to use it for comments, but don't want them to see internal comments/workings/discussion. However, up...
We are currently exploring using the translation functionality in Workiva but in our test cases so far the translated document does not quite have the same format as our original version. For example, footnotes that we have formatted as superscrip...
Hi, I have seen previous posts about splitting a long section into multiple, more straightforward sections. This seems a great time saver on long documents then creating lots of sections and copying and pasting bit by bit. However, I cannot find ...
When we open a history version, we do not see the Comments icon on the right hand panel. How can we get that in the history version? thanks We can only see below icon on the right hand panel.
Hi! Is there any way to make sure that the Document is complete vs the Spreadsheet that this data is linked from? So, for instance, say in the spreadsheet we have an income statement with 15 lines and then in the Document we only have 14 lines bec...
Hello! I want to take my 2022 excel file and word doc and roll the files to create a new 2023 year. Are there instructions on how to do this?
Is there anyway to see the detail comment over the email when we get the email notification rather than log in Workiva? Thanks,
When viewing the attachment listing in a WDesk document or in the Markup Viewer, the only way to see if the attachment is locked is to click on it via dropdown, or see the blue notification in the Markup Viewer.Can we add a lock icon, similar to s...
We have a usecase where we have created document templates and locked them to the broader group so they cannot mess with the format and structure of the document. However, when they copy the spreadsheet/document (initial viewer permissions) it wil...
It would be great if we could import offline comments into existing documents (for example, import it into a certain "milestone" version and have it post the comments live in the appropriate section, even if the document has changed since that mil...
Hi anyone know how could I create a text box with background colour on workviva document? It seems like the only way to do this is by creating a table and merge all cells into one, but it is harder to edit the text this way. Does anyone know this?...
If 2 users edit the same chunk of data within the report, only details for the latest change are reflected and the previous change is not logged. Due to the missing functionality, teams are reluctant to use Workiva for commentary and are using Wor...
Reaching out to learn what the best practice is between linking paragraphs/sentences/etc. between two documents.
Once an attachment is attached to a particular phrase or sentence in the document, is there a way to edit what it's attached to? I'm thinking when language gets updated or more is added to a sentence, I find that I have to delete the attachment an...
And how do I do this? When I go into properties it's only for one section.
Hello Team, If I create a table in spreadsheet and link the entire table to the document and in future insert a new row or column within the table in spreadsheet, I will have to again create a link for the new row/column. Is there a way that it au...
Hi, i´d like to know if i can create multiple sections on one page of my document without creating a page break or add a new sections that would followingly direct me to a new page.
Would it be possible to add a feature where you can select a word from a paragraph in a table cell and place the comments on it and not the entire cell?
I'm unable to move tables within a document (can copy and paste but would break existing source/ destination links). Would you please help assist?
