Intro to Workiva

What is Workiva?
Tour Workiva
Overview of Home
Intro to Documents
Intro to Spreadsheets
Intro to Presentations
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Workspaces

Intro to Workspaces
Create a Workspace
Switch between Workspaces
Copy a File to Another Workspace
Understanding Roles
Find Members and Admins
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Files & Folders

Create and Use

Using Folders
Create Folders
Create a File
Upload a File
Import or Export a File
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Manage and Collaborate

Move Files and Folders
Copy a File or Folder
Roll Forward a Folder
Set Folder Permissions
Manage Folder Permissions
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