In this article, you’ll learn about icons in Workiva and what they mean. Icons are grouped in tables by related topics and actions.
Click the headings below to expand or collapse each icon group.
| Icon | Icon Name | Description |
|---|---|---|
| Document | File type incorporating text, images, charts, tables and links to source or supplemental information. | |
| Document Template | A pre-formatted file type that serves as a starting point for a new document. | |
| Process | A Workiva file type that lets you design and automate workflows. | |
| Spreadsheet | File type in which data is arranged in a grid of columns and rows that can be used for calculations. | |
| Spreadsheet Template | A pre-formatted file type that serves as a starting point for a new spreadsheet. | |
| Presentation | File type utilized for conveying information from a speaker to an audience. | |
| Presentation Template | A pre-formatted file type that serves as a starting point for a new presentation. | |
| Filing | File type that incorporates the process of collecting and preparing documents for electronic filing. | |
| Binders | The binders file type allows you to consolidate multiple files and distribute them as a single digital file. | |
| Workspace | Workspaces create secure, separate places in Workiva for departments or teams to collaborate. | |
| Folder | A container for one or more files. |
| Icon | Icon Name | Description |
|---|---|---|
| Format | Format a section, paragraph, value, header or footer. | |
| Bold | Darken text to create emphasis. | |
| Italic | Slant letters evenly to the right. | |
| Underline | Add a line running underneath words to emphasize. | |
| Strikethrough | Add a horizontal line through the center of text. | |
| Superscript | Moves a letter or symbol above the printed line. | |
| Subscript | Moves a letter or symbol below the baseline of text. | |
| Text Color | Change text color as needed for emphasis. | |
| Left Align | Text that is justified to a left margin or tab. | |
| Center Align | Text that is centered in a column, row or page. | |
| Right Align | Text that is justified to a right margin or tab. | |
| Justified Align | Words align with margins on both the left and right. | |
| Highlight | A shade of color over text. | |
| Increase Indent | Increase space between the left margin and text. | |
| Decrease Indent | Decrease space between the left margin and text. | |
| Bulleted List | Create an unordered list with a variety of bullet options. | |
| Numbered List | Create an ordered list using numbers or letters. | |
| Non-Printing Characters | Formatting marks that are not displayed for printing. | |
| Format Painter | Copy formatting for text from one location to another. | |
| Clear Text Formatting | Remove all formatting for selected text. | |
| Undo | Undo last change to document text. | |
| Redo | Redo last change to document text. |
| Icon | Icon Name | Description |
|---|---|---|
| Insert | Add an object or element to a document. | |
| Table | Add a table to a document. | |
| Image | Add an image to a document. | |
| Chart/Line Chart | Insert a chart or line chart in a document. | |
| Area Chart | Insert an area chart in a document. | |
| Column Chart | Insert a column chart in a document. | |
| Bar Chart | Insert a bar chart in a document. | |
| Stacked Column Chart | Insert a stacked column chart in a document. | |
| Stacked Bar Chart | Insert a stacked bar chart in a document. | |
| Combo Chart | Insert a combo chart in a document. | |
| Stacked Combo Chart | Insert a stacked combo chart in a document. | |
| Pie Chart | Insert a pie chart in a document. | |
| Doughnut Chart | Insert a doughnut chart in a document. | |
| Waterfall Chart | Insert a waterfall chart in a document. | |
| Scatter Chart | Insert a scatter chart in a document. | |
| Bubble Chart | Insert an area chart in a document. | |
| Advanced Bubble Chart | Insert an advanced bubble chart in a document. | |
| Page Break | Split a page into two pages. | |
| Footnote | Info marked numerically and placed at the bottom of a page. | |
| Auto Text | Supplemental text to be repeated in a document. | |
| Symbol | A visual object with inherent meaning. |
| Icon | Icon Name | Description |
|---|---|---|
| Expand All | Opens the document outline panel. | |
| Collapse All | Closes the document outline panel. | |
| Move Up | Moves a section upward in the outline. | |
| Move Down | Moves a section downward in the outline. | |
| Add Before | Adds a new section before a selected section. | |
| Add After | Adds a new section after a selected section. | |
| Promote | Moves a section to a higher level. | |
| Demote | Moves a section to a lower level. | |
| Enable Labels | Turns on the outline labels feature. | |
| Filter | Allows you to search for a section or hide restricted sections. | |
| Expand All | Expand all document sections in the outline panel. | |
| Collapse All | Collapse all document sections in the outline panel. | |
| Outline | Shows or hides the outline panel. | |
| Document Health | Shows or hides the document health panel. |
| Icon | Icon Name | Description |
|---|---|---|
| Indicators | Show/Hide indicators in a document. | |
| Gridlines | Show/Hide gridlines in a document. | |
| Comments | Show/Hide comments in a document. | |
| Attachments | Show/Hide attachments in a document. | |
| Find | Find a word or phrase in a document. |
| Icon | Icon Name | Description |
|---|---|---|
| Approval | Accept track changes as indicated. | |
| Hide Changes | Remove suggested changes from view. | |
| Review | An assessment or examination for possible changes. | |
| Open Review | Create a view of a document. | |
| Translation | The ability to shift from one language to another. | |
| Blacklines | A document showing differences between two documents. | |
| Create Blackline | Create a document showing differences between two documents. | |
| Create Milestone | A significant version of a document. | |
| Create Attachments | Files used to explain or substantiate a document. | |
| History Panel | Area showing a series of revisions to a document. | |
| Add Tasks | Create assigned items. | |
| Comments | A written remark expressing feedback. | |
| Jump to Location | Move to associated place in a document. |
| Icon | Icon Name | Description |
|---|---|---|
| Preferences | Includes options for page breaks, linking and quotes. | |
| Language & Formats | Locale, spelling, symbols and related settings. | |
| Page Layout | Size, orientation and columns for a document. | |
| Page Margins | Margin style and sizes (left, right, top, bottom). | |
| Style Guide | Document style guide for headings, fonts and more. | |
| Information | Hover to get more info about a property. | |
| Save As | Save as a template or file to export. | |
| Import | Import a file into Workiva. | |
| Print a document or file. | ||
| Rename | Give a document a new name. | |
| Home | Central location for files and solution access. | |
| Files | A collection of data identified by a filename. | |
| Document | Written text with embedded images and objects. | |
| Open | Place a document in a viewable interface. | |
| Move | Change the location of a file or folder. | |
| Star | To mark as a favorite or significant file. | |
| Copy URL | Copy a URL to your clipboard to share or save. | |
| Export | To convert a file to another format for another location. | |
| Linked Files Report | Report on files connected to the current file. | |
| Create PDF | Create a Portable Document Format for sharing a file. | |
| Delete | Remove text, image, object, file or folder. |
Linking, tables, and spreadsheets
| Icon | Icon Name | Description |
|---|---|---|
| Unpublished document | Indicates that the document has unpublished links. | |
| Unpublished presentation | Indicates that the presentation has unpublished links. | |
| Unpublished spreadsheet | Indicates that the spreadsheet has unpublished links. | |
| Link Properties | Panel displaying source and destination link data. | |
| Source Link (cell) | Data in a cell that serves as the origin for connected data. | |
| Destination Link (cell) | Data in a cell determined by the source link data. | |
| Formula (cell) | Indicator a table or spreadsheet cell contains a formula. | |
| Source Link (text) | Data in text that serves as the origin for connected data. | |
| Spreadsheet | Document in which data is arranged in tabular form. | |
| Column Left | Vertical data in a series of cells to the left. | |
| Column Right | Vertical data in a series of cells to the right. | |
| Row Above | Horizontal data in a series of cells above. | |
| Row Below | Horizontal data in a series of cells below. | |
| Shift One Cell | Remove a cell and move others into that space. | |
| Delete Column | Remove a vertical series of cells. | |
| Delete Row | Remove a horizontal series of cells. | |
| Hide | Remove selected data from view. | |
| Lock | Prevent changes to selected data. | |
| Validation | Add, manage or clear conditional rules. | |
| Merge All | Combine all selected cells into a single, larger cell. | |
| Merge Horizontally | Combine selected horizontal cells. | |
| Merge Vertically | Combine selected vertical cells. | |
| Cell Borders | Lines around the edges of a cell. | |
| Format | Control the display of numbers. | |
| Sort | Arrange data according to specific requirements. | |
| Display Currency | Adds a monetary symbol to a cell. | |
| Display Comma | Adds commas to numbers with four or more digits. | |
| Display Percent | Show number as a fraction of 100. | |
| Freeze | Lock rows or columns in place during scrolling. | |
| References | Show or hide in cell formula support. | |
| Show Overlay | Indicate cells that are locked, unlocked or in a dataset. | |
| Conditions | Manage rules for conditional formatting. | |
| Data Set | Indicate connections to a larger set of data. | |
| Comment (cell) | Indicates there's a comment on the cell. |
| Icon | Icon Name | Description |
|---|---|---|
| Layouts | Slide layouts function as templates for slide design. | |
| Shape | Insert lines, connectors, basic and flowchart shapes. | |
| Text Box | Draw a box to include text in a slide. | |
| Add Layout | Add a slide based on a layout to the Presentation. | |
| Move Forward | Move an object in front of one or more objects. | |
| Move Backward | Move a slide object behind one or more objects. | |
| Send to Front | Send a slide object to the front of all other objects. | |
| Send to Back | Send a slide object to the back of all other objects. | |
| Left Horizontal | Align all objects to the left. | |
| Center Horizontal | Align all objects to the center. | |
| Right Horizontal | Align all objects to the right. | |
| Top Vertical | Align all objects to the top vertically. | |
| Middle Vertical | Align all objects to the middle vertically. | |
| Bottom Vertical | Align all objects to the bottom vertically. | |
| Distribute Horizontal | Spread all objects evenly from side to side. | |
| Distribute Vertical | Spread all objects evenly from top to bottom. | |
| Background | Add a color or image to the slide canvas. | |
| Numbering | Add slide numbers or other repeated symbols. | |
| Exit Layouts | Return to the main outline and slide deck. | |
| Delete Slide | Remove a slide. | |
| Copy Slide | Copy all aspects of a slide to create a new slide. | |
| Paste Slide | Create a slide in a new location from a copied slide. | |
| Duplicate Slide | Create an exact copy as the next slide. | |
| Portrait Orientation | Display a slide with a vertical emphasis. | |
| Landscape Orientation | Display a slide with a horizontal emphasis. | |
| Present | Show slides to others for viewing. |
| Icon | Icon Name | Description |
|---|---|---|
| Dimension table | Contain information that builds up over time. | |
| Fact table | Contains relational information that describe business entities for rollups or mapping. | |
| Shared table (outgoing) | Table is shared with another workspace. | |
| Shared table (incoming) | Table is shared from another workspace. | |
| Query | Aggregate and segment data based on specific criteria. | |
| Shared query (outgoing) | Query is shared with another workspace. | |
| Shared query (incoming) | Query is shared from another workspace. | |
| View | Visualization of query results. |