Create or import a document

You can create a new document in Home using the Create icon or within a folder from the right-click menu. Use the Import options to import an existing file into Workiva.

You can also create documents from templates or using the Save As options. Learn more about document templates.

Create a new document

To create a new document:

1

From Home, click Create .

2

Select Document  . The new document opens automatically.

Documents can be renamed by right-clicking on the document tab or by double-clicking the name of the document in the Document Outline.

You can also create new documents directly in a folder. To add a new document to an existing folder:

1

Open the folder from the Files menu.

2

Right-click inside the folder and select Document from the menu.

You can create additional documents by hovering over the plus icon in the left navigation bar. From here, select Create to make a new document. The new document opens in an additional tab.

Import an existing document

You can import .docx files into Workiva by creating a new file or adding them to an existing document.

To import a .docx file as a new document:

1

From Home, click Create and select Document .

2

From the File menu, select Import .

3

Select the desired .docx file and click Open.

4

In the Import Options window, select Create a new document.

5

Click Import. The new document opens in a new tab.

To import a .docx file into an existing document:

1

Open the document you want to import into.

2

From the File menu, select Import .

3

Select the desired .docx file and click Open.

4

In the Import Options window, select Add to the end of this document.

5

Click Import. The document is added as a new section at the end of the current document.