After You Transition

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

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:

Review and update your XBRL profile, including the taxonomy, calendar, and company information. Be sure to update your fiscal calendar to reflect your new reporting dates. After you set up the fiscal calendar, select it in the XBRL profile for your document.
Set default units and accuracies of your document. Each tagged number in a document requires a unit of measure. Using default units and accuracies, you can set units and accuracies that facts will use by default for an XBRL profile.
Check your document outline. Disable XBRL from sections other than your financial statements and notes. You can disable XBRL at the section level to exclude it from XBRL generation and validation for the document.
Go through your DEI section ensuring that all your dates are presented as 'Period' value format. All DEI date value Source links should also be formatted as Period. This sometimes requires the use of the =TEXT formula.
Generate XBRL and clear all validation errors and warnings.

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.

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.

Classic Document

Classic Workbook

Classic Presentation

Document

Spreadsheet

Presentation

View and Open Documents

Review the table below to see which file types you can link between:

The following resources are available to help introduce your team to the next generation of Workiva:

Additionally, you and your team can sign up for trainings to learn how to use the new document types in Wdesk University.