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Classic file types are no longer available for use as of January 2021. You can transition your classic files or download a PDF.
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Workiva Support Center
Getting Started
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
See all 7 articles
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
See all 7 articles
Tasks
Intro to Tasks
Create Tasks
Use Tasks
Manage Tasks
Edit and Delete Tasks
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