Intro to Workiva

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

Intro to Workspaces
Create a Workspace
Switch between Workspaces
Copy a File to Another Workspace
Find Members and Admins
Share Data between Workspaces

Roles & Permissions

Understanding Roles
Understanding Permissions
Set Folder Permissions
Manage Folder Permissions
Prepare for Folder Permissions
Update File Permissions
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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
Blackline from Home
Move Files to the Trash

Linking

Create a Link
Create Multiple Links Inside a Cell
Link Properties
Manage Source Links
Format Linked Values
Use the Linked Files Report
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Tasks

Intro to Tasks
Create Tasks
Use Tasks
Manage Tasks
Edit and Delete Tasks