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 SEC Reporting
Workiva for SOX/Controls Management
Workiva for Audit Management
Workiva for Policies and Procedures
Workiva for Enterprise Risk Management
Workiva for Financial Reporting
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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

Use 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
Use the Copy Report
Lock editing for a file
Roll forward a folder
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Linking

Create a link
Create multiple links in a cell
Link Properties
Manage Source Links
Format linked values
Use the Linked Files Report
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