Using Workiva for SOX/Controls Management? To help you get started, we recommend following the steps below to learn how to use the Workiva platform. You can view and enroll in tailored courses in the Learning Hub, view help articles, and interact with others in the Community.
Sign up for training
The Learning Experience Guide will help you find the best courses for your use case. Answer a few questions about how you use Workiva, select your courses, and have your customized learning plan emailed instantaneously. This guide is also available on www.workiva.com/education.
The Learning Hub offers training and resources to learn new skills and improve your team’s work.
Learn about features
Here are the main features in Workiva you'll use for SOX/Controls Management:
Database (Requests, Testing, Data, Remediation, etc)
Documents
Spreadsheets
Presentations
Certifications
Linking
Check out help articles
In Support Center, you can find several help articles and videos for self-service learning. For SOX/Controls Management, we recommend you check out the following:
- What is Workiva?
- Overview of database roles
- Database roles and available actions
- Bulk edit data
- Manage report permissions
- Suggest edits to data
Ask, learn, and share
Have questions about the Workiva Platform? Want to check out some tips from fellow users? Look no further that the Workiva Community! Here are some of the most popular topics:
While you’re there, don’t hesitate to pass along your feedback and subscribe to receive platform updates.
Need help?
If you have questions or need help, please contact Workiva Support or ask us in the community.