Intro to Workiva

What is Workiva?
Tour Workiva
Icons in Workiva
Overview of Home
What is Linking?
Intro to Documents
See all 10 articles

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
See all 12 articles

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
See all 7 articles

Files & folders

Create and use

Use folders
Create folders
Create a file
Upload a file
Import or export a file
See all articles

Manage and collaborate

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

Linking

Use content placeholders
Override a link
Create a link
Create multiple links in a cell
Link Properties
Manage Source Links
See all 9 articles

Design

Designed Reporting Support Hub