Prepare to Transition

Note: To transition to the next generation, you need to be on the current licensing model and using Workspaces. Learn More

Video (5 minutes)

Step 1: Check Your System

To make sure you are ready to transition to and use the next generation of Wdesk:

Check your system by running a Canary report. Resolve any notifications with your IT team or ask your Customer Success Manager (CSM).
Ensure Google Chrome is installed on your computer.

Internet Explorer and other browsers do not support the technology used in the next generation Wdesk and are not recommended for use. See the system requirements for additional information.

Step 2: Prepare to Transition

Here are steps to help you prepare to transition:

1

Review the features currently available in the next generation of Workiva to ensure the features you use are available.

2

Set a transition status on classic files and projects to mark which items need to be transitioned and those that don't. Typically, you do not need to transition historical documents or projects.

3

Start using folders to organize your files instead of projects. In next gen, you'll use folders to manage files and roll forward. To learn more, see Using Folders or Projects.

4

Check your Classic Documents, Classic Workbooks, and Classic Presentations. Work with your Customer Success Manager or Support for potential recommendations and to check if your files exceed any of these:

Spreadsheets can include up to 2,000,000 cells
Links are below 70,000 total – source and destination
Attachments are below 3,000 per document - total attachments and usages
Data Collections - if you use and link from a data collection, this may impact your transition

5

Prepare your project, Classic Documents, Classic Workbooks, and Classic Presentations:

Close any open comments, and accept or reject tracked changes.
Run project validation to verify the accuracy and integrity of your Classic Documents and Workbooks, and correct any issues before you transition. If you are using Spreadsheets, you can find issues using Document Health.

6

Run the Linked Files Report to see the files that are linked and what files will be transitioned. The linked files report lets you see the relationship of source links and destination links between files. Use it to make sure you only transition what you need and to ensure there aren't any issues with your links.

7

Review additional steps by use case and solution:

XBRL

Prepare your XBRL for transition:

Check that there are fewer than 4,000 XBRL facts in your document. If your fact count exceeds this, reach out to your Customer Success Manager for assistance.
Enable iXBRL for the project you will use to file. If the iXBRL option isn't available, you need to have iXBRL enabled on your account first and then you can enable it on your project.
Generate XBRL before transitioning.
Clear all validation errors and warnings.

If you use the Workiva Professional Services team to create and manage XBRL, please contact your Professional Services Manager to discuss your transition.

SOX / Internal Controls

Step 3: Plan Your Transition

To begin using the next generation of Workiva, you'll transition your existing classic files and projects. The transition process only applies to one project at a time, and your team can choose when to start. You don't need to transition all your projects at the same time.

As you plan your transition, let your team know what's coming. The following resources are available to help introduce your team to the next generation of Workiva. You and your team can also sign up for training on Wdesk University to learn how to use the new file types.

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