Note: To transition to the next generation, you need to be using Workspaces. Learn More
Step 1: Review Your Files
After you transition a project or classic file, review your new files to ensure everything looks as expected.
- 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. Then, view each PDF side by side to look for differences. This is typically the fastest way to find and resolve any formatting issues.
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 of your documents and sections to ensure they are updated with the desired names.
Review additional steps by specific file type and the solution you use:
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:
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.
Set a transition status on files to mark the transition as complete.
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. For example, you can add "-OLD" or "-CLASSIC" to a filename to let your team know it's not the current version and should not be used.
Step 3: View and Open Files
Classic and next generation file types will co-exist and you can view both types in Home and Filles. You can tell the type of file based on the icon.
You can continue to open and view both classic and next gen files until classic is disabled in a workspace. It is recommended that you request to disable classic if you no longer need to access or use your classic files. To learn more, see Getting Ready to Disable Classic.
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|
Step 4: Learn and Use
The following resources are available to help introduce you and your team to the next generation of Workiva:
- Switch to Documents
- Switch from Workbooks to Spreadsheets
- Switch to Presentations
- Using Workspaces
- Get Started with XBRL
- Get Started with Filing
Additionally, you and your team can sign up for trainings to learn how to use the new document types in Learning Hub.