Workiva Support Center

Design ON the Workiva platform - Click here

Workiva now has all the design capabilities to fully design any professional level corporate report such as ESG, Annual Reports, Proxies and other reports and Investor Presentations.

On-Platform Design is a detailed description for design professionals that acts as a complete reference guide for all your design and layout requirements.

Design OFF the Workiva platform - Click here

Workiva's Off-platform design reference guide is a complete reference to InDesign integration with Workiva. 

For design professionals who choose to design off platform then this guide is essential reading before you start in order to have a successful project.

From Workiva to the web - Click here

Workiva's essential reference guide for web publishing. This is your complete guide for web professionals intending to use Workiva's APIs.

Designed reporting help video library

A series of detailed How-to videos on all aspects of design on and off platform with Workiva.

Today’s environmental, social, and governance (ESG) reports need to not only look great but also provide data that stakeholders can trust. 

In this webinar, you’ll see how ESG teams, financial reporting teams, and designers can collaborate in the Workiva platform to produce polished, engaging reports with accurate data, even as numbers change.

[View webinar here]

How to get content into Workiva

Headers and footers

This video looks at setting up your headers and footers in the Workiva platform. Part one is an introduction to settings and part two is a workshop with real examples

Headers and footers
Achieving a full page image
Managing different headers and footers
Using a table in your header or footer bar

Margins and gutters

Workiva to InDesign font mapping

This video is very important to watch if you are using InDesign
 

Adjusting margins and gutters
Fixing a tables width in InDesign
Mirrored margins
Placing a full page image

This video looks at setting up your margins and gutters on the Workiva platform to:
1. Better align your InDesign and Wdesk documents.
2. Fix table width differences between Wdesk and InDesign.
3. Place a full page image.

Styles brought in from the Workiva platform to InDesign are discussed in this video and when designers should adjust font family and font attributes in a project.
Top tip - import enough ICMLs to capture all the styles

Styles and ICML
Find and replace fonts
Bullets
Use of character and paragraph styles
Nested styles

Successful Workiva table formatting and InDesign

Workiva to InDesign font mapping

This workshop shows how styling in the platform effects your design in InDesign. The Workiva platform does not have cell styles so our ICML export will generate an auto generated style for every group of identical cells. See how to manage these globally and how to manipulate an individual table.

Custom styles
Table brought into InDesign via ICML
How to manage tables globally in InDesign
How to alter a single table in InDesign

Styles brought in from the Workiva platform to InDesign are discussed in this video and when designers should adjust font family and font attributes in a project.
Top tip - import enough ICMLs to capture all the styles

Styles and ICML
Find and replace fonts
Bullets
Use of character and paragraph styles
Nested styles

Table or galley

Importance of a style guide

This workshop shows scenarios where it might be best to design in a table in Workiva rather than just using a galley format. It shows the benefits and considerations of both formats

Using tables to create design
Table verses galley format
Subsequent ICML pulls with galley only format
Considerations for designers regarding tables and single column content

This workshop shows why in multi-channel publishing it is so important to use styles.

Setting up your styles
Best practice naming of styles
Applying styles

Why have I got so many styles

Rogue styles

Workiva works with structured content which is what you need when you publish for online viewing. Every piece of text needs an associated style. So why are you getting more styles than you thought when you open your ICMLs in InDesign and how do you manage this. All explained in this video.
 

Character and paragraph styles
Auto-generated styles
Managing styles globally
Managing styles uniquely

Getting too many styles? Find out why and what to do!

Indepth video on why Workiva generates auto-generated styles Locking styles in Workiva
Deleting unused styles

Successful Workiva table formatting and InDesign

Hyperlinks

This workshop shows how styling in the platform effects your design in InDesign. The Workiva platform does not have cell styles so our ICML export will generate an auto generated style for every group of identical cells. See how to manage these globally and how to manipulate an individual table.

Custom styles
Table brought into InDesign via ICML
How to manage tables globally in InDesign
How to alter a single table in InDesign

This workshop looks at how you create hyperlinks in InDesign that pull through to your PDF and clickable in your online XHTML. This is great for your contents page or breadcrumb/menu bar.

Hyperlinks
Contents page
Anchors
Breadcrumb bar

Images

Cell styles

Good workshop to watch regarding optimising your images quickly

How to check for large images in your XHTML report
How to reduce the size in InDesign and Photoshop

1 - Introduction to structured content

Structured content is information or content that is organized predictably.

Understanding the nature of structured content is critical to obtaining the maximum benefits it offers. Efficiency, accuracy and ease of authoring re all desirable benefits. 

What do we mean by structured content?
Why do custom styles matter?

[Full webinar link]
Please note that Workshop 1 and 2 are together in this webinar

2 - An introduction of the Workiva platform for designers

An introduction to tools and functionality in the platform for design - this workshop will get you familiar with the Workiva platform and get you started quickly

How to set up your document properties in Workiva
Margins, gutters, headers and footers
Setting up your style guide and fonts
Columns, tables, charts and placing an image

[Full webinar link]
Please note that Workshop 1 and 2 are together in this webinar

3 - Importing content into Workiva

This workshop will guide you through the best way to import content into Workiva. Importing from the wrong source can have undesirable consequences later in the project. 
We will cover:
Where did that Word file come from?
When is it best to use Word or plain text?
Can I import from InDesign?
How about importing XHTML?

[Full webinar link]

4 - Workiva and Design

We want you to make the best choice for your project wherever you design. With Workiva, design is totally flexible - all in Workiva or integrating InDesign or even a mixture of both!
We will discuss 5 different ways designers can integrate with Workiva.

[Full webinar link]

5 - Helping workflow

In this workshop learn how to make full use of comments, blackline and track- changes as well as digital review. A good grasp and awareness of these features can help any project. 
What permission level should a designer have?
How to manage permissions
How to use comments
Creating milestones
Take a look at the Workiva blacklining and track changes
Digital review

[Full webinar link]

6 - Exports from Workiva

All the available export options from Workiva for designers:

Word, Powerpoint and Excel
PDF
XHTML for EDGAR filing
XHTML for ESEF filing
XHTML for web deployment

[Full webinar link]

7 - ICML - InDesign integration

This is a high level introduction to Workiva and InDesign integration. Learn what ICML is and how to export ICML and place it in InDesign. You will understand how you can change style attributes, flow content from page to page whilst maintaining 100% data assurance. No more amends in InDesign!
What does Workiva export via ICML
How to design with linked ICML
What are the benefits of ICML for the designer
What content can you add in InDesign

[Full webinar link]

8 - ICML- Managing RGB and CMYK workflows

Workiva is RGB first but if you need professional print quality, you will need CMYK
Many designers will opt to work in RGB and at some point in the process create a CMYK version of the report.
This workshop looks at
Changing external assets
Spot colours
Changing the InDesign colour pallet
Post-production tools.

[Full webinar link]

9 - Managing Assets -  images, charts and info graphics

This workshop covers:
Importing images into the Workiva platform
What formats
Sizing and cropping offline
Charting tool for designers
How to handle info graphics

[Full webinar link]

10 - Linking to Presentations

Many designers coming to the Workiva platform are unaware of our presentations tool. In this workshop you will learn how this tool can produce effective and accurate stakeholder presentations making full use of Workiva linking functionality.
We will look at:
Linking content from documents to presentations
Examples of design
Presentation tool overview

[Full webinar link]

11 - Introduction to the WebAPI

This is a hands-on demonstration of integrating Workiva content into a website and shows content updating in real-time. 
Demonstration of how our WebAPI works
Linking content across multiple channels
Integration strategies for web teams

[Full webinar link]

12 - Building digital value

Completed this series? Now let's look at new opportunities that data driven authoring together with Workiva can bring

[Full webinar link]