Export a document

If you’d like to share your document outside of Workiva, you can export it as a Microsoft Word Document (.docx), EDGAR, PDF or XHTML. 

Note: If you want to send your document to another Workiva user for review, you can use send for review.

Export as DOCX or EDGAR

To export your document as a DOCX or EDGAR file:

1. From the File toolbar, click Save As .
2. Under Export, choose EDGAR (.htm) or DOCX Beta (.docx).
3. Select whether you’d like to export the entire document, the current section, or selected sections.
4. For DOCX, open the Advanced options to select to include leader dots or table shading, embed fonts, or reduce image resolution. 
   
5. Click Export. Your download begins automatically.

For more information on DOCX exporting, view Understand DOCX export.

Export as PDF

If you’re exporting your document as a PDF, you can further customize your export options.

1. From the File toolbar, click Save As .
2. Choose PDF (.pdf).
3. Select whether you’d like to export the entire document, the current section, or selected sections.
4. Customize your export:
   • Select whether to include certain formatting options, like leader dots and alternate row fill. 
   • Choose to include hyperlinks, attachment labels, comments, draft watermark, and track changes.
   • If you plan on printing your document, select Use CMYK colorspace.
   • To include tagging elements needed for screen readers, select Tag for web accessibility.
   • To show all document markup in the PDF, select Include Markup.
   • To use bookmarks made in Workiva as a PDF outline, select Use bookmarks to create PDF outline.
   • Select Reduce image resolution to downscale the pixels per inch (PPI) of your images and reduce the overall file size. This overrides the document properties, to learn more read Document and section properties.
     

     For Designed reporting workspaces, there are additional export options that you can select.

     Designed reporting features are a part of an extension that's available to all solutions. Reach out to your Customer Success Manager to get access.

     • Convert SVG to PNG. Learn more about SVG images in Insert of upload SVG images.
     • Include print bleed. Learn more about print bleed in Use print bleed.
       
5. Click Export. Your download begins automatically.

Export as XHTML

To export your document as a XHTML file:

1. From the File toolbar, click Save As .
2. Choose XHTML (.xhtml). 
3. Select whether you’d like to export the entire document, the current section, or selected sections.
4. For XHTML, open the Advanced options to select to export the document with editable XHTML, disable external hyperlinks, include headers and footers, or to reduce image resolution.
   
   
5. Click Export. Your download begins automatically.