In Workiva, use a Filing Workspace to organize your filing documents in a Home folder to prepare for filing.
Organize Files in a Workspace
Before you begin:
Not sure when to use folders or projects?
Take a look at Using Folders to understand how to work with them when using next generation Filing.
Start a Filing
After organizing the filing documents in a Filing Workspace, you can start your filing from Home.
To start a filing:
- From Home, click Filing.
- Select an existing filing or create a new one.
- For a new filing, provide a filing name, type, dates, and click OK.