Intro to Workiva

What is Workiva?
Tour Workiva
Icons in Workiva
Overview of Home
What is Linking?
Intro to Documents
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Solution guides

Workiva for Design Reporting
Workiva for GSR Reporting
Workiva for ESEF Reporting
Workiva for SEC Reporting
Workiva for SOX/Controls Management
Workiva for Audit Management
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Workspaces

Intro to Workspaces
Create a workspace
Switch between workspaces
Move or copy a file to another workspace
Find members and admins
Share data between workspaces

Roles & permissions

Understanding roles
Understanding permissions
Set folder permissions
Update file permissions
Advanced permissions

Files & folders

Create and use

Import or export a Microsoft Office file
Use folders
Create folders
Create a file
Upload a file
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Manage and collaborate

Move files and folders
Copy a file or folder
Use the Copy Report
Lock editing
Roll forward a folder
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Linking

Workiva updated at least one link
Use content placeholders
Override a link
Create a link
Create multiple links in a cell
Link Properties
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Design

Designed Reporting Support Hub