Note: To transition to the next generation, you need to be on the current licensing model and using Workspaces. Learn More
Video (3 minutes)
Step 1: Review Your Files
After you transition a project or classic file, review your new files to ensure everything looks as expected.
Review and update destination links in Spreadsheets. If you transitioned a Classic Workbook to a Spreadsheet, review and update any destination links that include text formatting.
Check the names and permissions of your documents and sections. Document names are used when you generate EDGAR, so make sure the same names are used as your Classic Documents.
- Run a PDF comparison between your classic and next gen files. You can do this by exporting a PDF of both the classic and next gen file.
Review additional steps by use case and solution:
Step 2: Organize Your Files
After you transition your classic files, organize your new files to ensure your team uses the new files. To help with this you can:
Set a transition status on files to mark the transition as complete.
Create folders to organize your files and documents. Folders are the primary way of organizing all of your next gen files, such as Documents, Spreadsheets, and Presentations. To learn more, see Using Folders or Projects.
Update permissions on the classic files to prevent people from working in old documents. A best practice is to set all permissions to Viewer.
Rename your new documents to help direct your team to the correct files.
Step 3: View and Open Files
Classic and next generation file types will co-exist and you'll be able to access both. You can tell the type of file based on the icon.
Linking between Files
Review the table below to see which file types you can link between:
|Source File||Destination File||Can Link|
|Classic File||Classic File||Yes|
|Classic File||Next Gen File||No|
|Next Gen File||Classic File||Yes|
|Next Gen File||Next Gen File||Yes|
The following resources are available to help introduce your team to the next generation of Workiva:
- Switch to Documents
- Switch from Workbooks to Spreadsheets
- Switch to Presentations
- Using Workspaces
- Getting Started with XBRL
- Getting Started with Filing
Additionally, you and your team can sign up for trainings to learn how to use the new document types in Wdesk University.