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Create or import a document

Create or import a document

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You can create a new document in Home by selecting Create 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. Learn more about document templates. 

Create a new document

 

To create a new document:

  1. From Home, click Create.
  2. Select Document then either Document or Document from Template.
    Click Create to open the menu that gives you the option to create a new document
To rename the document, right-click on the document tab or double-click the name of the document in the Document Outline.
Selecting a document type

 

Create a document 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 Create then Document from the menu.
    Right-click to create document

You can create additional documents by clicking Create in the left navigation bar. From here, select Document then either Document or Document from Template to make a new document. The new document opens in a separate tab.

 

Import an existing document

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

Import as a new document

To import a .docx file as a new document:

  1. From Home, click Create and select Document and then either Document or Document from Template.
  2. From the File menu, select Import then DOCX (.docx).
  3. Select the desired .docx file and click Open.
  4. In the Import Options window, select Create a new document.
    Importing a new document
  5. Click Import. The new document opens in a new tab.

 

Import into an existing document

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 then DOCX (.docx).
  3. Select the desired .docx file and click Open.
  4. In the Import Options window, select Add to the end of this document.
    Importing a new document
  5. Click Import. The document is added as a new section at the end of the current document.

 

Import multiple files

You can also import multiple Microsoft Office files into Workiva. Each individual Office file imported will create an equivalent Workiva file.

To import multiple files:

  1. From Home, click Create.
  2. Go to Import.
  3. Select Import Word, Excel, PowerPoint, Visio file(s).
    Note: You can only import up to 50 files at once.
    Import bulk files
  4. In Import Options, you can select your Office files.
  5. Choose where to put the files and any other options.
  6. Click Import to finish.
    Import options for multiple Office files

Alternatively, you can create Workiva files from previously uploaded Office files.

To create a single Workiva file:

In Files, click on the dropdown of an Office file and select Create Workiva file.
Create a single Workiva file

To create multiple Workiva files:

In Files, select one or more Office files. Right click and select Create Workiva files.

Note: You can only create up to 50 files at once.

Create Workiva files

 

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You can create a new document in Home by selecting Create or within a folder from the right-click menu. Use the Im...