If you have existing files, you can import and convert them to Documents, Spreadsheets, and Presentations in Workiva. You can also export Workiva files when needed.
Import a File
You can import several different file types – Wdesk File, .docx, .xlsx., and .pptx. Follow the steps below based on the type of file you want to import.
Wdesk File
To import a Wdesk file in Home:
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- Click the Create menu in the top left.
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- Select Import .
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- Select Import Wdesk File.
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- After the prompt loads, choose your file and click Import. If you are importing a file from another workspace, there is an additional step to enter the name of the current workspace.
After you import the file, you can update permissions and begin working with it.
Note: If you don't select a folder when you import a file, it will be placed in the root directory.
Microsoft Office File
To import a Microsoft® Office® file in Home:
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- Click the Create menu in the top left.
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- Select Import .
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- Select Import Excel, Import Word, or Import Powerpoint based on the type of file you want to import.
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- After the prompt loads, choose your file and click Import.
After you import the file, you can update permissions and review formatting. You may notice that some formatting looks different depending on the type of file.
Additional Options
When you are working in a file, there are additional options for importing. For more information, see the following articles:
Export a Wdesk File
Note: By default, exporting is only available for Workspace Owners. To enable it for all users contact support@workiva.com. To learn how to find a Workspace Owner, see Find Members and Admins.
You can export a Wdesk File version. You need at least Viewer permissions to export a file. Please note, this file type can only be viewed in Workiva.
To export a Wdesk File:
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- Find the file you want to export in Home or Files.
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- Right-click the file and select Export Wdesk File .
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- Choose export settings.
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- Click Export to finish.
Additional Options
When you are working in a file, there are additional options for exporting. For more information, see the following articles: